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InvenTrust Properties

258 hedge funds and large institutions have $955M invested in InvenTrust Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,684% more call options, than puts

Call options by funds: $719K | Put options by funds: $19K

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 75

7% more capital invested

Capital invested by funds: $892M → $955M (+$63.2M)

6% more funds holding

Funds holding: 243258 (+15)

1.56% more ownership

Funds ownership: 57.82%59.39% (+1.6%)

Holders
258
Holders Change
+15
Holders Change %
+6.17%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
92
Reduced
75
Closed
16
Calls
$719K
Puts
$19K
Net Calls
+$700K
Net Calls Change
+$151K
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
101
Lincoln National Corp
Pennsylvania
$614K -$39.8K -1,655 -6%
SRWM
102
Shira Ridge Wealth Management
California
$610K
HF
103
HRT Financial
New York
$607K -$504K -20,966 -45%
Ameriprise
104
Ameriprise
Minnesota
$604K +$47.1K +1,958 +9%
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$585K +$31.4K +1,305 +6%
PFS
106
Prospera Financial Services
Texas
$555K -$15.2K -631 -3%
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$531K +$78.6K +3,270 +17%
IFG
108
Independent Financial Group
California
$529K +$30.4K +1,265 +6%
CA
109
Cetera Advisors
Colorado
$516K -$108K -4,502 -17%
Daiwa Securities Group
110
Daiwa Securities Group
Japan
$514K +$20.3K +844 +4%
CBFP
111
Cedar Brook Financial Partners
Ohio
$504K -$50.1K -2,085 -9%
Mariner
112
Mariner
Kansas
$477K +$45.9K +1,909 +11%
UM
113
UniSuper Management
Australia
$462K
ASRS
114
Arizona State Retirement System
Arizona
$458K +$6.47K +269 +1%
SFI
115
Susquehanna Fundamental Investments
Pennsylvania
$456K -$82.6K -3,434 -15%
MYAM
116
Meiji Yasuda Asset Management
Japan
$452K
SPC
117
Sigma Planning Corp
Michigan
$442K +$8.99K +374 +2%
HIS
118
Harvest Investment Services
Illinois
$442K +$446K +18,546 New
Pictet Asset Management
119
Pictet Asset Management
Switzerland
$416K +$420K +17,481 New
Allspring Global Investments
120
Allspring Global Investments
North Carolina
$416K +$341K +14,167 +428%
Macquarie Group
121
Macquarie Group
Australia
$409K +$37.9K +1,574 +10%
GWM
122
Geneos Wealth Management
Colorado
$404K +$2.5K +104 +0.6%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$400K -$16.3K -676 -4%
DekaBank Deutsche Girozentrale
124
DekaBank Deutsche Girozentrale
Germany
$389K
GCM
125
Gallacher Capital Management
Colorado
$376K +$49.6K +2,062 +15%

IVT Hedge Fund Activity: Q3 2023 in Review

258 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q3 2023, worth a combined $955M — up 7.1% from $892M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IVT positions and 16 closed out — a net gain of 17 holders — while 92 added to existing stakes and 75 trimmed.

The largest buyer was Prudential Financial, adding an estimated $9.28M. The largest seller was Goldman Sachs, cutting an estimated $6.29M.

  • 258 institutional investors held InvenTrust Properties (IVT) as of Q3 2023, up from 243 in Q2 2023.
  • Funds reported $955M of InvenTrust Properties stock for Q3 2023, up 7.1% quarter-over-quarter.
  • 33 funds opened new InvenTrust Properties positions in Q3 2023 and 16 closed out, a net change of +17 holders.
  • The largest InvenTrust Properties buyer in Q3 2023 was Prudential Financial, an estimated $9.28M added.
  • The largest InvenTrust Properties seller in Q3 2023 was Goldman Sachs, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2023.