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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 %
LWANC
176
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K +$126 +4 +0.7%
FEG
177
Financial Enhancement Group
Indiana
$16K -$4.52K -145 -22%
S
178
SignatureFD
Georgia
$16K – – –
SCA
179
Stonebridge Capital Advisors
Minnesota
$16K +$9.94K +328 +164%
M1FG
180
Mach-1 Financial Group
Arkansas
$15K – – –
BC
181
Burleson & Co
California
$14K – – –
TRCT
182
Tower Research Capital (TRC)
New York
$14K +$14K +481 New
PFBT
183
Parkside Financial Bank & Trust
Missouri
$13K – – –
MA
184
MCF Advisors
Kentucky
$13K +$13K +410 New
RG
185
Retirement Group
California
$12K – – –
SFA
186
Semmax Financial Advisors
North Carolina
$11K -$10K -353 Closed
PWMG
187
Prestige Wealth Management Group
New Jersey
$11K – – –
GWMIA
188
Global Wealth Management Investment Advisory
Florida
$10K – – –
WTA
189
Washington Trust Advisors
Massachusetts
$10K +$10K +322 New
LPWM
190
Lake Point Wealth Management
Texas
$9K – – –
SIC
191
Salem Investment Counselors
North Carolina
$8K – – –
ADL
192
Asset Dedication LLC
California
$8K – – –
BCM
193
Blume Capital Management
California
$8K – – –
TWA
194
TCI Wealth Advisors
Arizona
$8K – – –
CCM
195
Cribstone Capital Management
Maine
$8K – – –
LAS
196
Lloyd Advisory Services
Georgia
$7K -$6K – –
GAM
197
Gemmer Asset Management
California
$6K – – –
APC
198
Aspire Private Capital
North Carolina
$6K – – –
FF
199
FourThought Financial
Florida
$6K – – –
GLLW
200
Graves Light Lenhart Wealth
Virginia
$6K +$6K +196 New
6 7
8
9 10