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InvenTrust Properties

303 hedge funds and large institutions have $1.48B invested in InvenTrust Properties in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 101 increasing their positions, 81 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $565K | Put options by funds: $241K

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

39% more capital invested

Capital invested by funds: $1.07B → $1.48B (+$415M)

25% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 81

9% more funds holding

Funds holding: 279303 (+24)

4.57% more ownership

Funds ownership: 63.41%67.98% (+4.6%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
303
Holders Change
+24
Holders Change %
+8.6%
% of All Funds
4.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
54
Increased
101
Reduced
81
Closed
28
Calls
$565K
Puts
$241K
Net Calls
+$324K
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
101
Sterling Capital Management
North Carolina
$1.07M +$1.04M +37,588 New
Mirae Asset Global ETFs Holdings
102
Mirae Asset Global ETFs Holdings
Hong Kong
$1.06M +$90.5K +3,261 +10%
Amundi
103
Amundi
France
$1.06M -$93.1K -3,355 -8%
CF
104
Corebridge Financial
Texas
$1.03M -$6.24K -225 -0.6%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$993K -$18.3K -659 -2%
SEI Investments
106
SEI Investments
Pennsylvania
$977K +$82.4K +2,970 +9%
Canada Life
107
Canada Life
Manitoba, Canada
$969K +$60.3K +2,172 +7%
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$961K
A
109
AlphaQuest
New York
$959K -$1.14M -41,008 -55%
SOADOR
110
State of Alaska Department of Revenue
Alaska
$915K -$10.8K -390 -1%
MFG
111
Merit Financial Group
Georgia
$878K +$859K +30,951 New
Two Sigma Investments
112
Two Sigma Investments
New York
$869K +$222K +8,001 +35%
GCM
113
Greenland Capital Management
New York
$851K +$832K +30,000 New
RAM
114
Resona Asset Management
Japan
$838K +$41K +1,477 +5%
NRD
115
Nebula Research & Development
New York
$832K +$813K +29,311 New
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$820K
Koshinski Asset Management
117
Koshinski Asset Management
Illinois
$818K -$227K -8,191 -22%
Lazard Asset Management
118
Lazard Asset Management
New York
$764K +$587K +21,141 +365%
VU
119
Vanderbilt University
Tennessee
$742K +$726K +26,165 New
SRWM
120
Shira Ridge Wealth Management
California
$727K
Daiwa Securities Group
121
Daiwa Securities Group
Japan
$720K +$110K +3,972 +19%
BPA
122
Beacon Pointe Advisors
California
$717K -$550K -19,822 -44%
QC
123
Quadrature Capital
United Kingdom
$687K +$673K +24,242 New
Jennison Associates
124
Jennison Associates
New York
$664K +$649K +23,400 New
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$639K -$170K -6,117 -21%

IVT Hedge Fund Activity: Q3 2024 in Review

303 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q3 2024, worth a combined $1.48B — up 39% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IVT positions and 28 closed out — a net gain of 26 holders — while 101 added to existing stakes and 81 trimmed.

The largest buyer was Centersquare Investment Management, opening a new position worth an estimated $34.6M. The largest seller was Rush Island Management, exiting entirely with an estimated $14.1M sold.

  • 303 institutional investors held InvenTrust Properties (IVT) as of Q3 2024, up from 279 in Q2 2024.
  • Funds reported $1.48B of InvenTrust Properties stock for Q3 2024, up 39% quarter-over-quarter.
  • 54 funds opened new InvenTrust Properties positions in Q3 2024 and 28 closed out, a net change of +26 holders.
  • The largest InvenTrust Properties buyer in Q3 2024 was Centersquare Investment Management, an estimated $34.6M added.
  • The largest InvenTrust Properties seller in Q3 2024 was Rush Island Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2024.