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InvenTrust Properties
IVT

199 hedge funds and large institutions have $679M invested in InvenTrust Properties in 2021 Q4 according to their latest regulatory filings, with 199 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

34.93% more ownership

Funds ownership: 0% → 34.93% (+35%)

12% less call options, than puts

Call options by funds: $318K | Put options by funds: $363K

Holders
199
Holders Change
+199
Holders Change %
–
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
199
Increased
–
Reduced
–
Closed
–
Calls
$318K
Puts
$363K
Net Calls
-$45K
Net Calls Change
-$45K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$139M
2
Principal Financial Group
Principal Financial Group
Iowa
+$106M
3
BlackRock
BlackRock
New York
+$59.5M
4
State Street
State Street
Massachusetts
+$27.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$24.9M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
DekaBank Deutsche Girozentrale
76
DekaBank Deutsche Girozentrale
Germany
$409K +$376K +14,900 New
IAG
77
Investmark Advisory Group
Connecticut
$394K +$365K +14,474 New
WA
78
Wealthstar Advisors
Texas
$387K +$359K +14,242 New
GCP
79
GSA Capital Partners
United Kingdom
$386K +$357K +14,147 New
Squarepoint
80
Squarepoint
New York
$382K +$353K +14,000 New
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$367K +$340K +13,459 New
JSL
82
JT Stratford LLC
Georgia
$365K +$338K +13,406 New
ACI
83
AMP Capital Investors
Australia
$358K +$331K +13,126 New
Macquarie Group
84
Macquarie Group
Australia
$357K +$381K +15,080 New
CA
85
Calton & Associates
Florida
$356K +$330K +13,081 New
NF
86
Nikulski Financial
Iowa
$355K +$329K +13,029 New
Zurich Cantonal Bank
87
Zurich Cantonal Bank
Switzerland
$350K +$324K +12,847 New
KM
88
Kalos Management
Georgia
$346K +$356K +14,119 New
UCFA
89
United Capital Financial Advisors
Texas
$330K +$306K +12,109 New
IWP
90
Insight Wealth Partners
Texas
$316K +$292K +11,588 New
VCA
91
Verdence Capital Advisors
Maryland
$315K +$292K +11,558 New
AO
92
Advisor OS
Illinois
$297K +$276K +10,925 New
JWCA
93
J.W. Cole Advisors
Florida
$291K +$269K +10,674 New
CAN
94
Claraphi Advisory Network
United States
$276K +$256K +10,125 New
FWM
95
Foresight Wealth Management
Utah
$273K +$253K +10,010 New
PAG
96
Private Advisor Group
New Jersey
$271K +$251K +9,938 New
AWA
97
Arete Wealth Advisors
Illinois
$268K +$246K +9,742 New
SFA
98
Souders Financial Advisors
Ohio
$262K +$242K +9,596 New
AF
99
Allworth Financial
California
$256K +$237K +9,408 New
CCM
100
Consolidated Capital Management
California
$251K +$232K +9,192 New
2 3
4
5 6

IVT Hedge Fund Activity: Q4 2021 in Review

199 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q4 2021, worth a combined $679M.

Buyers outnumbered sellers: 199 funds opened new IVT positions and 0 closed out — a net gain of 199 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $139M.

  • 199 institutional investors held InvenTrust Properties (IVT) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $679M of InvenTrust Properties stock for Q4 2021.
  • 199 funds opened new InvenTrust Properties positions in Q4 2021 and 0 closed out, a net change of +199 holders.
  • The largest InvenTrust Properties buyer in Q4 2021 was Vanguard Group, an estimated $139M added.

Based on aggregated 13F filings for Q4 2021.