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InvenTrust Properties
IVT

279 hedge funds and large institutions have $1.07B invested in InvenTrust Properties in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 106 increasing their positions, 92 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,845% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $104K

15% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 92

0.98% more ownership

Funds ownership: 62.43% → 63.41% (+0.98%)

2% less capital invested

Capital invested by funds: $1.09B → $1.07B (-$21.6M)

4% less funds holding

Funds holding: 290 → 279 (-11)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

Holders
279
Holders Change
-11
Holders Change %
-3.79%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
106
Reduced
92
Closed
36
Calls
$2.02M
Puts
$104K
Net Calls
+$1.92M
Net Calls Change
-$606K

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$17.5M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$11.7M
3
N
Nuveen
North Carolina
+$6.28M
4
SC
Savant Capital
Illinois
+$4.44M
5
BlackRock
BlackRock
New York
+$3.83M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$8.05M
2
Morgan Stanley
Morgan Stanley
New York
-$6.91M
3
ECM
ExodusPoint Capital Management
New York
-$6.69M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$6.15M
5
SSA
Schonfeld Strategic Advisors
New York
-$4.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
101
Susquehanna Fundamental Investments
Pennsylvania
$780K +$69.8K +2,822 +10%
SEI Investments
102
SEI Investments
Pennsylvania
$779K +$3.64K +147 +0.5%
CA
103
Calton & Associates
Florida
$723K -$4.13K -167 -0.6%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$716K – – –
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$709K +$316K +12,771 +81%
New York State Common Retirement Fund
106
New York State Common Retirement Fund
New York
$703K +$223 +9 +0%
Barclays
107
Barclays
United Kingdom
$701K -$957K -38,707 -58%
RAM
108
Resona Asset Management
Japan
$695K +$40.8K +1,651 +6%
SRWM
109
Shira Ridge Wealth Management
California
$634K – – –
American Century Companies
110
American Century Companies
Missouri
$601K +$44.6K +1,804 +8%
BFM
111
Boothbay Fund Management
New York
$599K +$195K +7,870 +48%
SWP
112
Stratos Wealth Partners
Ohio
$599K +$371K +15,006 +164%
Citadel Advisors
113
Citadel Advisors
Florida
$591K -$1.33M -53,919 -69%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$578K +$8.81K +356 +2%
Two Sigma Investments
115
Two Sigma Investments
New York
$561K -$375K -15,140 -40%
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$553K +$767 +31 +0.1%
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$550K +$559K +22,580 New
DFCM
118
Dark Forest Capital Management
Puerto Rico
$546K -$25.9K -1,046 -5%
WA
119
Waverly Advisors
Alabama
$541K +$19.8K +800 +4%
Daiwa Securities Group
120
Daiwa Securities Group
Japan
$530K -$14K -565 -3%
Pictet Asset Management
121
Pictet Asset Management
Switzerland
$500K +$30.3K +1,223 +6%
PFS
122
Prospera Financial Services
Texas
$493K -$37.7K -1,525 -7%
CAC
123
Certified Advisory Corp
Florida
$491K -$73.1K -2,957 -13%
UM
124
UniSuper Management
Australia
$480K – – –
Two Sigma Advisers
125
Two Sigma Advisers
New York
$478K -$190K -7,700 -29%
3 4
5
6 7

IVT Hedge Fund Activity: Q2 2024 in Review

279 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q2 2024, worth a combined $1.07B — down 2% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of IVT and 29 opened new positions — a net loss of 7 holders — while 92 trimmed existing stakes and 106 added.

The largest buyer was Principal Financial Group, adding an estimated $17.5M. The largest seller was UBS AM, cutting an estimated $8.05M.

  • 279 institutional investors held InvenTrust Properties (IVT) as of Q2 2024, down from 290 in Q1 2024.
  • Funds reported $1.07B of InvenTrust Properties stock for Q2 2024, down 2% quarter-over-quarter.
  • 29 funds opened new InvenTrust Properties positions in Q2 2024 and 36 closed out, a net change of -7 holders.
  • The largest InvenTrust Properties buyer in Q2 2024 was Principal Financial Group, an estimated $17.5M added.
  • The largest InvenTrust Properties seller in Q2 2024 was UBS AM, an estimated $8.05M sold.

Based on aggregated 13F filings for Q2 2024.