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InvenTrust Properties

234 hedge funds and large institutions have $889M invested in InvenTrust Properties in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more call options, than puts

Call options by funds: $640K | Put options by funds: $142K

2.85% more ownership

Funds ownership: 54.02%56.87% (+2.8%)

4% more capital invested

Capital invested by funds: $854M → $889M (+$34.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 82

4% less funds holding

Funds holding: 245234 (-11)

26% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 27

Holders
234
Holders Change
-11
Holders Change %
-4.49%
% of All Funds
3.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
80
Reduced
82
Closed
27
Calls
$640K
Puts
$142K
Net Calls
+$498K
Net Calls Change
-$46K
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
176
Hantz Financial Services
Michigan
$39K -$17.7K -748 -31%
TWM
177
Tradition Wealth Management
Minnesota
$39K
BTI
178
Blue Trust Inc
Georgia
$38K -$13.3K -562 -26%
CFD
179
Creative Financial Designs
Indiana
$37.3K +$142 +6 +0.4%
GRP
180
Global Retirement Partners
California
$36.5K -$425 -18 -1%
AP
181
Atwood & Palmer
Missouri
$34.5K
PA
182
Parallel Advisors
California
$31.2K
TRCT
183
Tower Research Capital (TRC)
New York
$30K -$2.41K -102 -7%
PMFA
184
Plante Moran Financial Advisors
Michigan
$27.5K
AIP
185
Ahrens Investment Partners
Louisiana
$27.1K +$27.3K +1,157 New
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$26.7K -$30K -1,273 -53%
Fidelity Investments
187
Fidelity Investments
Massachusetts
$24.1K +$9.82K +416 +68%
TC
188
Trust Company
Kansas
$24.1K +$24.3K +1,031 New
WAS
189
Winch Advisory Services
Wisconsin
$24K +$189 +8 +0.8%
EL
190
EMFO LLC
Florida
$23.4K
CCM
191
Carderock Capital Management
Maryland
$23.4K +$23.6K +1,000 New
US Bancorp
192
US Bancorp
Minnesota
$22.5K -$9.68K -410 -30%
SWM
193
Spire Wealth Management
Virginia
$19.3K -$7.91K -335 -29%
HWA
194
HHM Wealth Advisors
Tennessee
$16.4K +$16.5K +701 New
HGERS
195
Householder Group Estate & Retirement Specialist
Arizona
$15K
SPIA
196
Steward Partners Investment Advisory
New York
$14.6K
HF
197
Halpern Financial
Virginia
$14.4K
CWM
198
Cranbrook Wealth Management
Michigan
$13.8K
BWA
199
BDO Wealth Advisors
Florida
$13.6K
S
200
SignatureFD
Georgia
$12.6K -$2.93K -124 -19%

IVT Hedge Fund Activity: Q1 2023 in Review

234 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q1 2023, worth a combined $889M — up 4% from $854M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of IVT and 20 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 80 added.

The largest buyer was V3 Capital Management, opening a new position worth an estimated $16.4M. The largest seller was Rush Island Management, cutting an estimated $6.59M.

  • 234 institutional investors held InvenTrust Properties (IVT) as of Q1 2023, down from 245 in Q4 2022.
  • Funds reported $889M of InvenTrust Properties stock for Q1 2023, up 4% quarter-over-quarter.
  • 20 funds opened new InvenTrust Properties positions in Q1 2023 and 27 closed out, a net change of -7 holders.
  • The largest InvenTrust Properties buyer in Q1 2023 was V3 Capital Management, an estimated $16.4M added.
  • The largest InvenTrust Properties seller in Q1 2023 was Rush Island Management, an estimated $6.59M sold.

Based on aggregated 13F filings for Q1 2023.