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InvenTrust Properties

279 hedge funds and large institutions have $1.07B invested in InvenTrust Properties in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 106 increasing their positions, 92 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,845% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $104K

15% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 92

0.98% more ownership

Funds ownership: 62.43%63.41% (+0.98%)

2% less capital invested

Capital invested by funds: $1.09B → $1.07B (-$21.6M)

4% less funds holding

Funds holding: 290279 (-11)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

Holders
279
Holders Change
-11
Holders Change %
-3.79%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
106
Reduced
92
Closed
36
Calls
$2.02M
Puts
$104K
Net Calls
+$1.92M
Net Calls Change
-$606K
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
126
Arizona State Retirement System
Arizona
$470K +$10.5K +423 +2%
HIS
127
Harvest Investment Services
Illinois
$447K -$11.2K -454 -2%
DM
128
Deerfield Management
New York
$431K +$72.2K +2,920 +20%
AWM
129
AE Wealth Management
Kansas
$430K +$212K +8,568 +97%
IFG
130
Independent Financial Group
California
$415K -$19.3K -782 -4%
DekaBank Deutsche Girozentrale
131
DekaBank Deutsche Girozentrale
Germany
$410K
Handelsbanken Fonder
132
Handelsbanken Fonder
Sweden
$404K +$14.8K +600 +4%
GCM
133
Gallacher Capital Management
Colorado
$397K +$767 +31 +0.2%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$390K +$32.4K +1,309 +9%
II
135
IFM Investors
Australia
$388K +$387K +15,655 New
GWM
136
Geneos Wealth Management
Colorado
$384K -$7.3K -295 -2%
PAG
137
Private Advisor Group
New Jersey
$364K +$4.16K +168 +1%
AWS
138
Atria Wealth Solutions
New York
$341K -$31.3K -1,266 -8%
IAIM
139
International Assets Investment Management
Florida
$337K +$45.3K +1,831 +16%
HI
140
Harbour Investments
Wisconsin
$332K -$48.6K -1,966 -13%
CIM
141
Cambria Investment Management
California
$327K +$31.1K +1,258 +11%
FFN
142
Focus Financial Network
Minnesota
$324K -$21K -849 -7%
AWM
143
Apollon Wealth Management
South Carolina
$324K +$2K +81 +0.6%
SEIA
144
Signature Estate & Investment Advisors
California
$318K +$318K +12,841 New
SO
145
STRS Ohio
Ohio
$314K +$12.4K +500 +4%
Aberdeen Group
146
Aberdeen Group
United Kingdom
$307K +$9.94K +402 +3%
IF
147
Intrua Financial
Texas
$303K -$1.04K -42 -0.3%
SPC
148
Sigma Planning Corp
Michigan
$302K -$17.5K -708 -5%
PWM
149
Perigon Wealth Management
California
$301K -$10.8K -435 -3%
AF
150
Allworth Financial
California
$297K +$75.6K +3,056 +38%

IVT Hedge Fund Activity: Q2 2024 in Review

279 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q2 2024, worth a combined $1.07B — down 2% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of IVT and 29 opened new positions — a net loss of 7 holders — while 92 trimmed existing stakes and 106 added.

The largest buyer was Principal Financial Group, adding an estimated $17.5M. The largest seller was UBS AM, cutting an estimated $8.05M.

  • 279 institutional investors held InvenTrust Properties (IVT) as of Q2 2024, down from 290 in Q1 2024.
  • Funds reported $1.07B of InvenTrust Properties stock for Q2 2024, down 2% quarter-over-quarter.
  • 29 funds opened new InvenTrust Properties positions in Q2 2024 and 36 closed out, a net change of -7 holders.
  • The largest InvenTrust Properties buyer in Q2 2024 was Principal Financial Group, an estimated $17.5M added.
  • The largest InvenTrust Properties seller in Q2 2024 was UBS AM, an estimated $8.05M sold.

Based on aggregated 13F filings for Q2 2024.