IVT icon

InvenTrust Properties
IVT

Overview Fund Activity

256 hedge funds and large institutions have $954M invested in InvenTrust Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+15
Holders Change %
+6.22%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
91
Reduced
75
Closed
16
Calls
$719K
Puts
$19K
Net Calls
+$700K
Net Calls Change
+$151K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$10.6M
2
SSA
2
Schonfeld Strategic Advisors
New York
$15.5M
3
ACM
3
Adelante Capital Management
California
$4.72M
4
HCM
4
HGI Capital Management
New York
$4.71M
5
GCA
5
GSI Capital Advisors
California
$3.15M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.81M
3
BlackRock
3
BlackRock
New York
$155M
4
Charles Schwab
4
Charles Schwab
California
$20.4M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
126
Private Advisor Group
New Jersey
$369K +$17.2K +721 +5%
OPS
127
Orion Portfolio Solutions
Nebraska
$367K -$1.05K -44 -0.3%
BCI
128
Brinker Capital Investments
Pennsylvania
$367K -$1.05K -44 -0.3%
WA
129
Waverly Advisors
Alabama
$364K +$2.48K +104 +0.7%
PWM
130
Perigon Wealth Management
California
$361K -$34.7K -1,456 -9%
American Century Companies
131
American Century Companies
Missouri
$357K +$43.2K +1,816 +14%
IF
132
Intrua Financial
Texas
$351K +$11.2K +471 +3%
Jane Street
133
Jane Street
New York
$348K +$127K +5,333 +57%
HI
134
Harbour Investments
Wisconsin
$343K +$80.2K +3,367 +30%
SO
135
STRS Ohio
Ohio
$342K – – –
LCM
136
Lazari Capital Management
California
$337K – – –
Aberdeen Group
137
Aberdeen Group
United Kingdom
$327K +$7.6K +319 +2%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$310K -$27.8K -1,165 -8%
IWC
139
Integrated Wealth Concepts
Massachusetts
$309K -$2.31K -97 -0.7%
CIM
140
Cambria Investment Management
California
$306K – – –
WA
141
Wealthstar Advisors
Texas
$306K – – –
RJA
142
Raymond James & Associates
Florida
$306K -$27K -1,135 -8%
CFGS
143
Concourse Financial Group Securities
Alabama
$304K -$11.5K -479 -4%
AWM
144
Apollon Wealth Management
South Carolina
$303K -$37.2K -1,561 -11%
BNP Paribas Asset Management
145
BNP Paribas Asset Management
France
$297K -$17.3K -725 -5%
VA
146
Vident Advisory
Georgia
$296K +$296K +12,417 New
SMDAM
147
Sumitomo Mitsui DS Asset Management
Japan
$283K – – –
VCA
148
Verdence Capital Advisors
Maryland
$275K – – –
PCM
149
Prelude Capital Management
New York
$274K +$274K +11,523 New
WC
150
Wexford Capital
Florida
$273K +$273K +11,474 New
4 5
6
7 8