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InvenTrust Properties

212 hedge funds and large institutions have $897M invested in InvenTrust Properties in 2022 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $679M → $897M (+$218M)

32% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 50

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

8.45% more ownership

Funds ownership: 34.93%43.37% (+8.4%)

7% more funds holding

Funds holding: 199212 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less call options, than puts

Call options by funds: $544K | Put options by funds: $622K

Holders
212
Holders Change
+13
Holders Change %
+6.53%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
66
Increased
59
Reduced
48
Closed
50
Calls
$544K
Puts
$622K
Net Calls
-$78K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$671K +$128K +4,716 +28%
Daiwa Securities Group
77
Daiwa Securities Group
Japan
$624K +$542K +19,923 +5,644%
IA
78
IndexIQ Advisors
New York
$612K -$66K -2,425 -11%
BCI
79
Brinker Capital Investments
Pennsylvania
$594K -$27K -992 -5%
HIS
80
Harvest Investment Services
Illinois
$582K -$18.6K -684 -3%
AllianceBernstein
81
AllianceBernstein
Tennessee
$522K -$30.7K -1,128 -6%
OMC
82
Old Mission Capital
Illinois
$518K +$458K +16,831 New
YIH
83
Y-Intercept (HK)
Hong Kong
$517K +$457K +16,800 New
SSA
84
Schonfeld Strategic Advisors
New York
$512K +$452K +16,630 New
SWIM
85
Smallwood Wealth Investment Management
New Jersey
$493K +$207K +7,609 +91%
Aberdeen Group
86
Aberdeen Group
United Kingdom
$486K +$17.6K +646 +4%
IFG
87
Independent Financial Group
California
$465K +$170K +6,247 +70%
WP
88
WealthPLAN Partners
Nebraska
$456K -$67.7K -2,491 -14%
WIM
89
WealthPlan Investment Management
Nebraska
$456K +$409K +15,050 New
CA
90
Calton & Associates
Florida
$441K +$34.3K +1,260 +10%
WA
91
Wealthstar Advisors
Texas
$438K
JF
92
Jump Financial
Illinois
$430K +$380K +13,968 New
UCFA
93
United Capital Financial Advisors
Texas
$429K +$49.3K +1,813 +15%
IAG
94
Investmark Advisory Group
Connecticut
$425K -$17.7K -652 -5%
First Trust Advisors
95
First Trust Advisors
Illinois
$420K +$371K +13,650 New
Deutsche Bank
96
Deutsche Bank
Germany
$417K -$77.3K -2,843 -17%
RhumbLine Advisers
97
RhumbLine Advisers
Massachusetts
$397K -$15K -550 -4%
CA
98
Crewe Advisors
Utah
$395K -$94.8K -3,485 -21%
CFGS
99
Concourse Financial Group Securities
Alabama
$387K -$1.05M -38,618 -76%
JFGLC
100
Johnson Financial Group LLC (Colorado)
Colorado
$369K +$326K +11,984 New

IVT Hedge Fund Activity: Q1 2022 in Review

212 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q1 2022, worth a combined $897M — up 32% from $679M a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IVT positions and 50 closed out — a net gain of 16 holders — while 59 added to existing stakes and 48 trimmed.

The largest buyer was Waterfront Capital Partners, opening a new position worth an estimated $26.3M. The largest seller was Ranger Global Real Estate Advisors, exiting entirely with an estimated $24M sold.

  • 212 institutional investors held InvenTrust Properties (IVT) as of Q1 2022, up from 199 in Q4 2021.
  • Funds reported $897M of InvenTrust Properties stock for Q1 2022, up 32% quarter-over-quarter.
  • 66 funds opened new InvenTrust Properties positions in Q1 2022 and 50 closed out, a net change of +16 holders.
  • The largest InvenTrust Properties buyer in Q1 2022 was Waterfront Capital Partners, an estimated $26.3M added.
  • The largest InvenTrust Properties seller in Q1 2022 was Ranger Global Real Estate Advisors, an estimated $24M sold.

Based on aggregated 13F filings for Q1 2022.