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InvenTrust Properties
IVT

Overview Fund Activity

244 hedge funds and large institutions have $887M invested in InvenTrust Properties in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+33
Holders Change %
+15.64%
% of All Funds
4.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
76
Increased
65
Reduced
60
Closed
40
Calls
$438K
Puts
$51K
Net Calls
+$387K
Net Calls Change
+$465K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$246M
2
BlackRock
2
BlackRock
New York
$151M
3
State Street
3
State Street
Massachusetts
$66.5M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$34.5M
5
Northern Trust
5
Northern Trust
Illinois
$20M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$74.2M
2
Millennium Management
2
Millennium Management
New York
$5.88M
3
WCP
3
Waterfront Capital Partners
New York
$0
4
LPC
4
Long Pond Capital
New York
$0
5
VCM
5
V3 Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCA
126
Verdence Capital Advisors
Maryland
$298K – – –
IAG
127
Investmark Advisory Group
Connecticut
$296K -$59.7K -2,320 -17%
CA
128
Crewe Advisors
Utah
$289K -$41.9K -1,624 -13%
UCFA
129
United Capital Financial Advisors
Texas
$285K -$74.3K -2,880 -21%
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$285K +$285K +11,066 New
CAN
131
Claraphi Advisory Network
United States
$282K +$29.5K +1,146 +12%
JWCA
132
J.W. Cole Advisors
Florida
$281K +$799 +31 +0.3%
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$277K +$277K +10,734 New
MAM
134
Martingale Asset Management
Massachusetts
$273K +$273K +10,550 New
Mariner
135
Mariner
Kansas
$271K +$271K +10,506 New
BCMLT
136
Beacon Capital Management LLC (Tennessee)
Tennessee
$270K – – –
IF
137
Intrua Financial
Texas
$270K +$270K +10,474 New
Stifel Financial
138
Stifel Financial
Missouri
$254K +$254K +9,833 New
CWM
139
CarsonAllaria Wealth Management
Illinois
$248K +$1.29K +50 +0.5%
NFSG
140
Newbridge Financial Services Group
Florida
$245K +$204K +7,929 +499%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$244K -$318K -12,333 -57%
AWA
142
Arkadios Wealth Advisors
Georgia
$239K -$10.8K -418 -4%
RJA
143
Raymond James & Associates
Florida
$234K +$4.54K +176 +2%
AO
144
Advisor OS
Illinois
$229K – – –
AB
145
Amalgamated Bank
New York
$221K +$221K +8,582 New
BTI
146
Blue Trust Inc
Georgia
$219K +$219K +7,099 New
SA
147
Stewardship Advisors
Pennsylvania
$219K +$219K +8,497 New
AW
148
ACG Wealth
Georgia
$218K +$218K +8,472 New
SMDAM
149
Sumitomo Mitsui DS Asset Management
Japan
$217K – – –
HI
150
Harbour Investments
Wisconsin
$214K +$214K +8,293 New
4 5
6
7 8