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InvenTrust Properties

290 hedge funds and large institutions have $1.09B invested in InvenTrust Properties in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 76 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

565% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $447K

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

6% more funds holding

Funds holding: 273290 (+17)

1% less capital invested

Capital invested by funds: $1.1B → $1.09B (-$8.05M)

1.68% less ownership

Funds ownership: 64.11%62.43% (-1.7%)

31% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 110

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
290
Holders Change
+17
Holders Change %
+6.23%
% of All Funds
4.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
47
Increased
76
Reduced
110
Closed
29
Calls
$2.97M
Puts
$447K
Net Calls
+$2.52M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
76
HighPoint Advisor Group
Illinois
$1.09M -$68.5K -2,718 -6%
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$1.07M -$171K -6,803 -14%
PCM
78
Prelude Capital Management
New York
$1.06M +$570K +22,618 +121%
Mitsubishi UFJ Asset Management
79
Mitsubishi UFJ Asset Management
Japan
$1.06M
KAS
80
Kestra Advisory Services
Texas
$1.03M +$995K +39,523 New
Creative Planning
81
Creative Planning
Kansas
$990K -$67.4K -2,676 -6%
GCM
82
Greenland Capital Management
New York
$977K +$957K +38,000 New
Amundi
83
Amundi
France
$976K -$86.7K -3,443 -8%
Two Sigma Investments
84
Two Sigma Investments
New York
$972K +$952K +37,787 New
MIM
85
MetLife Investment Management
New Jersey
$948K
Citigroup
86
Citigroup
New York
$896K -$105K -4,154 -11%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$891K +$95.1K +3,777 +12%
Janus Henderson Group
88
Janus Henderson Group
United Kingdom
$879K
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$876K +$23.6K +936 +3%
AIG
90
American International Group
New York
$862K -$7.25K -288 -0.9%
CAM
91
Cresset Asset Management
Illinois
$839K +$822K +32,645 New
SOADOR
92
State of Alaska Department of Revenue
Alaska
$825K +$4.16K +165 +0.5%
SEI Investments
93
SEI Investments
Pennsylvania
$805K -$586K -23,264 -43%
CAN
94
Cetera Advisor Networks
California
$769K -$253K -10,037 -25%
CA
95
Calton & Associates
Florida
$755K -$31.7K -1,257 -4%
Canada Life
96
Canada Life
Manitoba, Canada
$745K +$14.2K +565 +2%
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$743K
SFI
98
Susquehanna Fundamental Investments
Pennsylvania
$737K +$722K +28,666 New
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$729K +$99.9K +3,965 +16%
Mirae Asset Global Investments
100
Mirae Asset Global Investments
South Korea
$720K -$28.5K -1,133 -3%

IVT Hedge Fund Activity: Q1 2024 in Review

290 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q1 2024, worth a combined $1.09B — down 0.73% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IVT positions and 29 closed out — a net gain of 18 holders — while 76 added to existing stakes and 110 trimmed.

The largest buyer was Van Lanschot Kempen Investment Management, opening a new position worth an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $40.5M.

  • 290 institutional investors held InvenTrust Properties (IVT) as of Q1 2024, up from 273 in Q4 2023.
  • Funds reported $1.09B of InvenTrust Properties stock for Q1 2024, down 0.73% quarter-over-quarter.
  • 47 funds opened new InvenTrust Properties positions in Q1 2024 and 29 closed out, a net change of +18 holders.
  • The largest InvenTrust Properties buyer in Q1 2024 was Van Lanschot Kempen Investment Management, an estimated $11.7M added.
  • The largest InvenTrust Properties seller in Q1 2024 was Morgan Stanley, an estimated $40.5M sold.

Based on aggregated 13F filings for Q1 2024.