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InvenTrust Properties
IVT

307 hedge funds and large institutions have $2.43B invested in InvenTrust Properties in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $359K | Put options by funds: $163K

64% more capital invested

Capital invested by funds: $1.48B → $2.43B (+$951M)

46% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 83

25% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 40

2.09% more ownership

Funds ownership: 67.98% → 70.07% (+2.1%)

1% more funds holding

Funds holding: 303 → 307 (+4)

Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
4.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
50
Increased
121
Reduced
83
Closed
40
Calls
$359K
Puts
$163K
Net Calls
+$196K
Net Calls Change
-$128K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$25.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.4M
3
BlackRock
BlackRock
New York
+$20.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$14.9M
5
N
Nuveen
North Carolina
+$9.49M

Top Sellers

1
GCM
Ghisallo Capital Management
Massachusetts
-$12M
2
CIM
Centersquare Investment Management
Pennsylvania
-$11.1M
3
UBS AM
UBS AM
Illinois
-$10.7M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$9.08M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$8.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
VanEck Associates
151
VanEck Associates
New York
$443K +$90.3K +3,000 +26%
SO
152
STRS Ohio
Ohio
$440K +$57.2K +1,900 +15%
Cerity Partners
153
Cerity Partners
New York
$430K -$6.56K -218 -2%
BPA
154
Beacon Pointe Advisors
California
$422K -$339K -11,255 -45%
PAG
155
Private Advisor Group
New Jersey
$407K -$25.8K -857 -6%
SEIA
156
Signature Estate & Investment Advisors
California
$404K -$9.84K -327 -2%
DekaBank Deutsche Girozentrale
157
DekaBank Deutsche Girozentrale
Germany
$394K – – –
HI
158
Harbour Investments
Wisconsin
$377K -$4.21K -140 -1%
IF
159
Intrua Financial
Texas
$376K +$29.8K +991 +9%
VCA
160
Verdence Capital Advisors
Maryland
$348K – – –
JFGLC
161
Johnson Financial Group LLC (Colorado)
Colorado
$347K -$13.6K -451 -4%
PWM
162
Perigon Wealth Management
California
$346K +$1.08K +36 +0.3%
CIA
163
Concurrent Investment Advisors
Florida
$338K -$8.88K -295 -3%
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$337K -$44.3K -1,472 -12%
NAM
165
Nissay Asset Management
Japan
$337K +$55.6K +1,849 +19%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$336K +$126K +4,176 +60%
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$333K – – –
SOW
168
State of Wyoming
Wyoming
$327K +$212K +7,061 +187%
Los Angeles Capital Management
169
Los Angeles Capital Management
California
$325K +$325K +10,792 New
CFGS
170
Concourse Financial Group Securities
Alabama
$318K -$14K -465 -4%
FFN
171
Focus Financial Network
Minnesota
$313K -$50.1K -1,664 -14%
DWM
172
Dakota Wealth Management
Florida
$311K – – –
CWM
173
CarsonAllaria Wealth Management
Illinois
$301K +$1.38K +46 +0.5%
CIC
174
Cornercap Investment Counsel
Georgia
$300K +$299K +9,946 New
EC
175
EntryPoint Capital
New York
$296K +$20.5K +682 +7%
5 6
7
8 9

IVT Hedge Fund Activity: Q4 2024 in Review

307 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q4 2024, worth a combined $2.43B — up 64% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IVT positions and 40 closed out — a net gain of 10 holders — while 121 added to existing stakes and 83 trimmed.

The largest buyer was Millennium Management, adding an estimated $25.3M. The largest seller was Ghisallo Capital Management, cutting an estimated $12M.

  • 307 institutional investors held InvenTrust Properties (IVT) as of Q4 2024, up from 303 in Q3 2024.
  • Funds reported $2.43B of InvenTrust Properties stock for Q4 2024, up 64% quarter-over-quarter.
  • 50 funds opened new InvenTrust Properties positions in Q4 2024 and 40 closed out, a net change of +10 holders.
  • The largest InvenTrust Properties buyer in Q4 2024 was Millennium Management, an estimated $25.3M added.
  • The largest InvenTrust Properties seller in Q4 2024 was Ghisallo Capital Management, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2024.