We are live on ! Find out more
IVT icon

InvenTrust Properties

212 hedge funds and large institutions have $897M invested in InvenTrust Properties in 2022 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $679M → $897M (+$218M)

32% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 50

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

8.45% more ownership

Funds ownership: 34.93%43.37% (+8.4%)

7% more funds holding

Funds holding: 199212 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less call options, than puts

Call options by funds: $544K | Put options by funds: $622K

Holders
212
Holders Change
+13
Holders Change %
+6.53%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
66
Increased
59
Reduced
48
Closed
50
Calls
$544K
Puts
$622K
Net Calls
-$78K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
LA
126
LexAurum Advisors
Kansas
$228K +$202K +7,413 New
RIM
127
Redpoint Investment Management
Australia
$225K +$199K +7,309 New
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$225K +$224K +8,254 New
WCG
129
Weaver Consulting Group
California
$223K -$4.84K -178 -2%
Truist Financial
130
Truist Financial
North Carolina
$223K +$197K +7,259 New
AAS
131
Avantax Advisory Services
Texas
$222K +$195K +7,169 New
WA
132
Waverly Advisors
Alabama
$214K +$189K +6,947 New
PFA
133
Plotkin Financial Advisors
Maryland
$212K +$187K +6,872 New
CF
134
Centaurus Financial
California
$206K +$41K +1,507 +29%
CCM
135
CTC Capital Management
Illinois
$203K +$179K +6,600 New
BCP
136
Blackhawk Capital Partners
Wisconsin
$203K +$180K +6,606 New
OLVIG
137
Oliver Lagore Vanvalin Investment Group
Michigan
$202K +$178K +6,532 New
VIA
138
Vident Investment Advisory
Georgia
$200K +$177K +6,504 New
VanEck Associates
139
VanEck Associates
New York
$187K +$13.2K +487 +9%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$178K -$24.2K -889 -13%
MAM
141
Marquette Asset Management
Minnesota
$159K +$140K +5,166 New
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$154K +$131K +4,813 +2,750%
AIP
143
Ahrens Investment Partners
Louisiana
$151K +$31.5K +1,157 +31%
GI
144
Gradient Investments
Minnesota
$131K +$116K +4,262 New
MLICM
145
Metropolitan Life Insurance Company (MetLife)
New York
$121K +$107K +3,941 New
BAM
146
Belpointe Asset Management
Nevada
$120K -$47.7K -1,754 -31%
GFPC
147
Global Financial Private Client
Florida
$105K
SOW
148
State of Wyoming
Wyoming
$97K +$42.2K +1,550 +98%
ME
149
McIlrath & Eck
Washington
$89K
APA
150
American Portfolios Advisors
New York
$84.5K +$15.7K +577 +27%

IVT Hedge Fund Activity: Q1 2022 in Review

212 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q1 2022, worth a combined $897M — up 32% from $679M a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IVT positions and 50 closed out — a net gain of 16 holders — while 59 added to existing stakes and 48 trimmed.

The largest buyer was Waterfront Capital Partners, opening a new position worth an estimated $26.3M. The largest seller was Ranger Global Real Estate Advisors, exiting entirely with an estimated $24M sold.

  • 212 institutional investors held InvenTrust Properties (IVT) as of Q1 2022, up from 199 in Q4 2021.
  • Funds reported $897M of InvenTrust Properties stock for Q1 2022, up 32% quarter-over-quarter.
  • 66 funds opened new InvenTrust Properties positions in Q1 2022 and 50 closed out, a net change of +16 holders.
  • The largest InvenTrust Properties buyer in Q1 2022 was Waterfront Capital Partners, an estimated $26.3M added.
  • The largest InvenTrust Properties seller in Q1 2022 was Ranger Global Real Estate Advisors, an estimated $24M sold.

Based on aggregated 13F filings for Q1 2022.