We are live on ! Find out more
IVT icon

InvenTrust Properties

245 hedge funds and large institutions have $888M invested in InvenTrust Properties in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

759% more call options, than puts

Call options by funds: $438K | Put options by funds: $51K

90% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 40

16% more funds holding

Funds holding: 212245 (+33)

10% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 60

7.72% more ownership

Funds ownership: 43.37%51.1% (+7.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $897M → $888M (-$9.26M)

Holders
245
Holders Change
+33
Holders Change %
+15.57%
% of All Funds
4.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
76
Increased
66
Reduced
60
Closed
40
Calls
$438K
Puts
$51K
Net Calls
+$387K
Net Calls Change
+$465K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Harbour Investments
Wisconsin
$214K +$243K +8,293 New
B
152
Bridgeworth
Alabama
$212K -$73.7K -2,519 -23%
CF
153
Centaurus Financial
California
$210K +$41.6K +1,422 +21%
Truist Financial
154
Truist Financial
North Carolina
$205K +$19.8K +676 +9%
AF
155
Allworth Financial
California
$193K -$25.3K -866 -10%
MLICM
156
Metropolitan Life Insurance Company (MetLife)
New York
$184K +$93.8K +3,207 +81%
VanEck Associates
157
VanEck Associates
New York
$159K +$2.46K +84 +1%
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$149K -$1.02K -35 -0.6%
GI
159
Gradient Investments
Minnesota
$134K +$27K +922 +22%
OLVIG
160
Oliver Lagore Vanvalin Investment Group
Michigan
$132K -$41.3K -1,412 -22%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$131K +$3.07K +105 +2%
AIP
162
Ameritas Investment Partners
Nebraska
$131K +$149K +5,083 New
PTC
163
Private Trust Company
Ohio
$131K +$149K +5,085 New
GFPC
164
Global Financial Private Client
Florida
$130K +$47.5K +1,623 +48%
AIP
165
Ahrens Investment Partners
Louisiana
$127K
MAM
166
Marquette Asset Management
Minnesota
$122K -$13K -444 -9%
Barclays
167
Barclays
United Kingdom
$116K +$101K +3,464 +333%
US Bancorp
168
US Bancorp
Minnesota
$79K +$43.1K +1,473 +94%
ME
169
McIlrath & Eck
Washington
$75K
Acadian Asset Management
170
Acadian Asset Management
Massachusetts
$74K +$84K +2,870 New
RG
171
Retirement Group
California
$73K +$71.5K +2,444 +625%
DWP
172
Destiny Wealth Partners
Florida
$72K +$15K +511 +23%
CTC
173
Central Trust Company
Missouri
$72K +$63.8K +2,180 +363%
TRCT
174
Tower Research Capital (TRC)
New York
$65K +$59.5K +2,034 +423%
AWM
175
Avior Wealth Management
Nebraska
$59K +$1.46K +50 +2%

IVT Hedge Fund Activity: Q2 2022 in Review

245 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q2 2022, worth a combined $888M — down 1% from $897M a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IVT positions and 40 closed out — a net gain of 36 holders — while 66 added to existing stakes and 60 trimmed.

The largest buyer was Vanguard Group, adding an estimated $116M. The largest seller was Principal Financial Group, cutting an estimated $65.3M.

  • 245 institutional investors held InvenTrust Properties (IVT) as of Q2 2022, up from 212 in Q1 2022.
  • Funds reported $888M of InvenTrust Properties stock for Q2 2022, down 1% quarter-over-quarter.
  • 76 funds opened new InvenTrust Properties positions in Q2 2022 and 40 closed out, a net change of +36 holders.
  • The largest InvenTrust Properties buyer in Q2 2022 was Vanguard Group, an estimated $116M added.
  • The largest InvenTrust Properties seller in Q2 2022 was Principal Financial Group, an estimated $65.3M sold.

Based on aggregated 13F filings for Q2 2022.