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InvenTrust Properties

233 hedge funds and large institutions have $888M invested in InvenTrust Properties in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-11
Holders Change %
-4.51%
% of All Funds
3.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
80
Reduced
81
Closed
27
Calls
$640K
Puts
$142K
Net Calls
+$498K
Net Calls Change
-$46K
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$461K +$42.1K +1,802 +10%
PAMS
102
Pictet Asset Management (Switzerland)
Switzerland
$458K -$232K -9,917 -34%
ASRS
103
Arizona State Retirement System
Arizona
$457K +$12K +511 +3%
MYAM
104
Meiji Yasuda Asset Management
Japan
$445K
GWM
105
Geneos Wealth Management
Colorado
$424K -$42.3K -1,809 -9%
BCI
106
Brinker Capital Investments
Pennsylvania
$409K -$1.36K -58 -0.3%
OPS
107
Orion Portfolio Solutions
Nebraska
$409K +$409K +17,492 New
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$380K -$3.04K -130 -0.8%
Squarepoint
109
Squarepoint
New York
$379K -$110K -4,690 -22%
PWM
110
Perigon Wealth Management
California
$379K -$1.94K -83 -0.5%
Mariner
111
Mariner
Kansas
$372K +$77K +3,288 +26%
DekaBank Deutsche Girozentrale
112
DekaBank Deutsche Girozentrale
Germany
$371K +$57.2K +2,515 +18%
RJA
113
Raymond James & Associates
Florida
$352K +$122K +5,220 +53%
SG Americas Securities
114
SG Americas Securities
New York
$348K +$34.7K +1,483 +11%
PAG
115
Private Advisor Group
New Jersey
$347K -$7.58K -324 -2%
Macquarie Group
116
Macquarie Group
Australia
$347K -$148K -5,608 -30%
BNP Paribas Asset Management
117
BNP Paribas Asset Management
France
$342K +$342K +14,634 New
RG
118
Retirement Group
California
$337K +$124K +5,324 +59%
CIM
119
Cambria Investment Management
California
$333K +$47.5K +2,031 +17%
SW
120
SkyOak Wealth
Michigan
$329K -$25.7K -1,100 -7%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$323K -$13.2K -580 -4%
GCM
122
Gallacher Capital Management
Colorado
$320K +$772 +33 +0.2%
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$316K +$316K +13,500 New
WEG
124
World Equity Group
Illinois
$307K +$307K +14,264 New
T. Rowe Price Associates
125
T. Rowe Price Associates
Maryland
$305K +$27.7K +1,181 +10%