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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
HFS
151
Hantz Financial Services
Michigan
$70K -$16.5K -607 -21%
DWP
152
Destiny Wealth Partners
Florida
$70K
AWM
153
Avior Wealth Management
Nebraska
$69K +$245 +9 +0.4%
EWA
154
EverSource Wealth Advisors
Alabama
$59K
RGF
155
Retirement Guys Formula
Ohio
$54K +$1.3M +47,632 New
US Bancorp
156
US Bancorp
Minnesota
$48K -$95.2K -3,499 -69%
CFD
157
Creative Financial Designs
Indiana
$48K +$42.7K +1,569 New
AP
158
Atwood & Palmer
Missouri
$45K
NFSG
159
Newbridge Financial Services Group
Florida
$41K +$13.6K +500 +46%
PA
160
Parallel Advisors
California
$41K +$36.3K +1,334 New
MCM
161
MV Capital Management
Maryland
$37K
PMFA
162
Plante Moran Financial Advisors
Michigan
$36K
OCM
163
Ovata Capital Management
Hong Kong
$35K +$31.3K +1,150 New
Barclays
164
Barclays
United Kingdom
$32K +$28.3K +1,041 New
BBPWM
165
Blue Bell Private Wealth Management
Pennsylvania
$32K +$28.6K +1,051 New
EL
166
EMFO LLC
Florida
$31K
WAS
167
Winch Advisory Services
Wisconsin
$31K +$190 +7 +0.7%
TWM
168
Tradition Wealth Management
Minnesota
$30K -$62.8K -2,311 -71%
CWM
169
Cranbrook Wealth Management
Michigan
$27K
MCC
170
Money Concepts Capital
Florida
$25K +$21.8K +802 New
GRP
171
Global Retirement Partners
California
$23K +$20.3K +748 New
BCMIO
172
Beacon Capital Management Inc (Ohio)
Ohio
$22K +$19K +700 New
SPIA
173
Steward Partners Investment Advisory
New York
$19K
HI
174
Hudock Inc
Pennsylvania
$19K +$27 +1 +0.2%
BWA
175
BDO Wealth Advisors
Florida
$18K -$6.91K -254 -30%

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.