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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
CTC
176
Central Trust Company
Missouri
$18K
LWANC
177
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K +$109 +4 +0.7%
FEG
178
Financial Enhancement Group
Indiana
$16K -$3.94K -145 -22%
S
179
SignatureFD
Georgia
$16K
SCA
180
Stonebridge Capital Advisors
Minnesota
$16K +$8.92K +328 +164%
M1FG
181
Mach-1 Financial Group
Arkansas
$15K
BC
182
Burleson & Co
California
$14K
TRCT
183
Tower Research Capital (TRC)
New York
$14K +$13.1K +481 New
PFBT
184
Parkside Financial Bank & Trust
Missouri
$13K
MA
185
MCF Advisors
Kentucky
$13K +$11.2K +410 New
RG
186
Retirement Group
California
$12K
SFA
187
Semmax Financial Advisors
North Carolina
$11K -$9.6K -353 Closed
PWMG
188
Prestige Wealth Management Group
New Jersey
$11K
GWMIA
189
Global Wealth Management Investment Advisory
Florida
$10K
WTA
190
Washington Trust Advisors
Massachusetts
$10K +$8.76K +322 New
LPWM
191
Lake Point Wealth Management
Texas
$9K
ADL
192
Asset Dedication LLC
California
$8K
BCM
193
Blume Capital Management
California
$8K
CCM
194
Cribstone Capital Management
Maine
$8K
SIC
195
Salem Investment Counselors
North Carolina
$8K
TWA
196
TCI Wealth Advisors
Arizona
$8K
LAS
197
Lloyd Advisory Services
Georgia
$7K
APC
198
Aspire Private Capital
North Carolina
$6K
FF
199
FourThought Financial
Florida
$6K
GAM
200
Gemmer Asset Management
California
$6K

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.