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InvenTrust Properties
IVT

Overview Fund Activity

244 hedge funds and large institutions have $887M invested in InvenTrust Properties in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 40 closing their positions.

Holders
244
Holders Change
+33
Holders Change %
+15.64%
% of All Funds
4.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
76
Increased
65
Reduced
60
Closed
40
Calls
$438K
Puts
$51K
Net Calls
+$387K
Net Calls Change
+$465K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$246M
2
BlackRock
2
BlackRock
New York
$151M
3
State Street
3
State Street
Massachusetts
$66.5M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$34.5M
5
Northern Trust
5
Northern Trust
Illinois
$20M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$74.2M
2
Millennium Management
2
Millennium Management
New York
$5.88M
3
WCP
3
Waterfront Capital Partners
New York
$0
4
LPC
4
Long Pond Capital
New York
$0
5
VCM
5
V3 Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Daiwa Securities Group
101
Daiwa Securities Group
Japan
$481K 18,648 -1,628 -8%
HIS
102
Harvest Investment Services
Illinois
$475K 18,436 -489 -3%
IWC
103
Integrated Wealth Concepts
Massachusetts
$474K 18,374 +18,374 New
ASRS
104
Arizona State Retirement System
Arizona
$471K 18,250 +18,250 New
BCI
105
Brinker Capital Investments
Pennsylvania
$466K 18,074 -1,225 -6%
SW
106
SkyOak Wealth
Michigan
$452K 17,534 +17,534 New
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$446K 17,300 +17,300 New
HSBC Holdings
108
HSBC Holdings
United Kingdom
$431K 16,647 +7,669 +85%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$428K 16,598 +16,598 New
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$428K 16,984 +16,984 New
Macquarie Group
111
Macquarie Group
Australia
$424K 16,452 -6,598 -29%
SWIM
112
Smallwood Wealth Investment Management
New Jersey
$392K 15,182 -827 -5%
DekaBank Deutsche Girozentrale
113
DekaBank Deutsche Girozentrale
Germany
$384K 15,000 +15,000 New
TC
114
TwinBeech Capital
New York
$372K 14,409 +14,409 New
Aberdeen Group
115
Aberdeen Group
United Kingdom
$370K 14,460 -1,432 -9%
WA
116
Wealthstar Advisors
Texas
$370K 14,242 – –
IA
117
IFP Advisors
Florida
$357K 12,386 – –
Verition Fund Management
118
Verition Fund Management
Connecticut
$355K 13,757 +13,757 New
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$332K 12,891 +12,891 New
BCM
120
Brookstone Capital Management
Illinois
$330K 12,554 +12,554 New
CA
121
Calton & Associates
Florida
$320K 12,422 -1,919 -13%
SWM
122
Spire Wealth Management
Virginia
$318K 12,320 +12,320 New
CFGS
123
Concourse Financial Group Securities
Alabama
$314K 12,065 -422 -3%
JFGLC
124
Johnson Financial Group LLC (Colorado)
Colorado
$309K 11,984 – –
NF
125
Nikulski Financial
Iowa
$299K 11,591 +11,591 New
3 4
5
6 7