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InvenTrust Properties
IVT

Overview Fund Activity

211 hedge funds and large institutions have $896M invested in InvenTrust Properties in 2022 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 58 increasing their positions, 48 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+13
Holders Change %
+6.57%
% 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
58
Reduced
48
Closed
50
Calls
$544K
Puts
$622K
Net Calls
-$78K
Net Calls Change
-$33K

Top Buyers

1
WCP
Waterfront Capital Partners
New York
$29.7M
2
Principal Financial Group
Principal Financial Group
Iowa
$157M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$26.7M
4
LPC
Long Pond Capital
New York
$23.9M
5
Millennium Management
Millennium Management
New York
$48.2M

Top Sellers

1
RGREA
Ranger Global Real Estate Advisors
Colorado
$0
2
RIM
Rush Island Management
New York
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$12.5M
4
B
Bridgeworth
Alabama
$331K
5
CC
Conversant Capital
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
151
Destiny Wealth Partners
Florida
$70K – – –
AWM
152
Avior Wealth Management
Nebraska
$69K +$274 +9 +0.4%
EWA
153
EverSource Wealth Advisors
Alabama
$59K – – –
RGF
154
Retirement Guys Formula
Ohio
$54K +$54K +47,632 New
US Bancorp
155
US Bancorp
Minnesota
$48K -$107K -3,499 -69%
CFD
156
Creative Financial Designs
Indiana
$48K +$48K +1,569 New
AP
157
Atwood & Palmer
Missouri
$45K – – –
NFSG
158
Newbridge Financial Services Group
Florida
$41K +$12.9K +500 +46%
PA
159
Parallel Advisors
California
$41K +$41K +1,334 New
MCM
160
MV Capital Management
Maryland
$37K – – –
PMFA
161
Plante Moran Financial Advisors
Michigan
$36K – – –
OCM
162
Ovata Capital Management
Hong Kong
$35K +$35K +1,150 New
Barclays
163
Barclays
United Kingdom
$32K +$32K +1,041 New
BBPWM
164
Blue Bell Private Wealth Management
Pennsylvania
$32K +$32K +1,051 New
EL
165
EMFO LLC
Florida
$31K – – –
WAS
166
Winch Advisory Services
Wisconsin
$31K +$215 +7 +0.7%
TWM
167
Tradition Wealth Management
Minnesota
$30K -$71.8K -2,311 -71%
CWM
168
Cranbrook Wealth Management
Michigan
$27K – – –
MCC
169
Money Concepts Capital
Florida
$25K +$25K +802 New
GRP
170
Global Retirement Partners
California
$23K +$23K +748 New
BCMIO
171
Beacon Capital Management Inc (Ohio)
Ohio
$22K +$22K +700 New
SPIA
172
Steward Partners Investment Advisory
New York
$19K – – –
HI
173
Hudock Inc
Pennsylvania
$19K +$30 +1 +0.2%
BWA
174
BDO Wealth Advisors
Florida
$18K -$7.84K -254 -30%
CTC
175
Central Trust Company
Missouri
$18K – – –
5 6
7
8 9