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InvenTrust Properties
IVT

Overview Fund Activity

288 hedge funds and large institutions have $1.09B invested in InvenTrust Properties in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 76 increasing their positions, 109 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+17
Holders Change %
+6.27%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
47
Increased
76
Reduced
109
Closed
29
Calls
$2.97M
Puts
$447K
Net Calls
+$2.53M
Net Calls Change
+$2.09M

Top Buyers

1
VLKIM
1
Van Lanschot Kempen Investment Management
Netherlands
$11.9M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$68.7M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$8.25M
4
Prudential Financial
4
Prudential Financial
New Jersey
$18.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$8.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.4M
2
MIIM
2
Mesirow Institutional Investment Management
Illinois
$0
3
State Street
3
State Street
Massachusetts
$64.8M
4
TAM
4
Third Avenue Management
New York
$4.71M
5
Millennium Management
5
Millennium Management
New York
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
126
Wolverine Asset Management
Illinois
$415K -$320K -12,454 -44%
DekaBank Deutsche Girozentrale
127
DekaBank Deutsche Girozentrale
Germany
$414K – – –
GCM
128
Gallacher Capital Management
Colorado
$412K +$5.09K +198 +1%
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$408K -$90K -3,502 -18%
GWM
130
Geneos Wealth Management
Colorado
$406K -$16.2K -632 -4%
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$404K – – –
HI
132
Harbour Investments
Wisconsin
$396K +$18.9K +735 +5%
AWS
133
Atria Wealth Solutions
New York
$390K -$554K -21,371 -59%
PAG
134
Private Advisor Group
New Jersey
$373K -$20K -776 -5%
DM
135
Deerfield Management
New York
$372K +$372K +14,470 New
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$372K -$72.8K -2,830 -16%
Jacobs Levy Equity Management
137
Jacobs Levy Equity Management
New Jersey
$362K +$362K +14,063 New
CBFP
138
Cedar Brook Financial Partners
Ohio
$344K -$151K -5,873 -31%
DWM
139
Dakota Wealth Management
Florida
$341K -$19.5K -757 -5%
GCM
140
Graham Capital Management
Connecticut
$339K +$339K +13,170 New
Point72 Asset Management
141
Point72 Asset Management
Connecticut
$337K +$337K +13,100 New
AWM
142
Apollon Wealth Management
South Carolina
$334K +$566 +22 +0.2%
Arrowstreet Capital
143
Arrowstreet Capital
Massachusetts
$333K +$333K +12,970 New
SPC
144
Sigma Planning Corp
Michigan
$332K +$108K +4,218 +49%
RG
145
Retirement Group
California
$330K -$4.91K -191 -1%
RJFSA
146
Raymond James Financial Services Advisors
Florida
$325K -$728K -28,298 -69%
PWM
147
Perigon Wealth Management
California
$323K -$42.2K -1,641 -12%
FFN
148
Focus Financial Network
Minnesota
$319K +$319K +13,006 New
COPPSERS
149
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$317K – – –
IF
150
Intrua Financial
Texas
$316K -$13.1K -510 -4%
4 5
6
7 8