We are live on ! Find out more
IVT icon

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
Macquarie Group
101
Macquarie Group
Australia
$715K -$252 -10 -0%
Two Sigma Advisers
102
Two Sigma Advisers
New York
$694K +$680K +27,000 New
RAM
103
Resona Asset Management
Japan
$680K +$666K +26,445 New
Ameriprise
104
Ameriprise
Minnesota
$666K -$54.5K -2,166 -8%
SRWM
105
Shira Ridge Wealth Management
California
$659K
LNC
106
Lincoln National Corp
Pennsylvania
$623K -$7.18K -285 -1%
CA
107
Cetera Advisors
Colorado
$602K +$73.9K +2,933 +14%
A
108
AlphaQuest
New York
$598K -$422K -16,762 -42%
DFCM
109
Dark Forest Capital Management
Puerto Rico
$594K +$582K +23,109 New
VOYA Investment Management
110
VOYA Investment Management
Georgia
$591K -$122K -4,847 -17%
HCA
111
Harbor Capital Advisors
Illinois
$587K -$574K -22,794 -50%
CAC
112
Certified Advisory Corp
Florida
$586K -$158K -6,271 -22%
American Century Companies
113
American Century Companies
Missouri
$577K +$72.6K +2,881 +15%
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$573K +$1.49K +59 +0.3%
Daiwa Securities Group
115
Daiwa Securities Group
Japan
$565K +$34.5K +1,368 +7%
PFS
116
Prospera Financial Services
Texas
$551K -$17K -675 -3%
WA
117
Waverly Advisors
Alabama
$541K +$144K +5,733 +37%
QT
118
Quantbot Technologies
New York
$539K +$146K +5,788 +38%
UM
119
UniSuper Management
Australia
$499K
Pictet Asset Management
120
Pictet Asset Management
Switzerland
$488K +$25.2K +1,001 +6%
ASRS
121
Arizona State Retirement System
Arizona
$477K -$8.03K -319 -2%
HIS
122
Harvest Investment Services
Illinois
$476K +$6.2K +246 +1%
IFG
123
Independent Financial Group
California
$451K -$129K -5,142 -23%
YIH
124
Y-Intercept (HK)
Hong Kong
$427K -$170K -6,753 -29%
SPS
125
Susquehanna Portfolio Strategies
Pennsylvania
$425K -$39.8K -1,579 -9%

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.