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InvenTrust Properties

258 hedge funds and large institutions have $955M invested in InvenTrust Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,684% more call options, than puts

Call options by funds: $719K | Put options by funds: $19K

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 75

7% more capital invested

Capital invested by funds: $892M → $955M (+$63.2M)

6% more funds holding

Funds holding: 243258 (+15)

1.56% more ownership

Funds ownership: 57.82%59.39% (+1.6%)

Holders
258
Holders Change
+15
Holders Change %
+6.17%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
92
Reduced
75
Closed
16
Calls
$719K
Puts
$19K
Net Calls
+$700K
Net Calls Change
+$151K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
176
Centaurus Financial
California
$165K -$1.59K -66 -0.9%
AIP
177
Ameritas Investment Partners
Nebraska
$161K +$27.5K +1,142 +20%
IA
178
IFP Advisors
Florida
$159K -$3.54K -147 -2%
AB
179
Amalgamated Bank
New York
$158K
MLICM
180
Metropolitan Life Insurance Company (MetLife)
New York
$148K +$6.9K +287 +5%
SOW
181
State of Wyoming
Wyoming
$147K +$148K +6,161 New
QT
182
Quantbot Technologies
New York
$137K +$10.2K +425 +8%
GFPC
183
Global Financial Private Client
Florida
$116K
BCMLT
184
Beacon Capital Management LLC (Tennessee)
Tennessee
$109K
OLVIG
185
Oliver Lagore Vanvalin Investment Group
Michigan
$103K +$96 +4 +0.1%
GI
186
Gradient Investments
Minnesota
$99.5K
NA
187
NewEdge Advisors
Louisiana
$92K +$59.7K +2,484 +180%
TWM
188
Tradition Wealth Management
Minnesota
$81K +$17.3K +718 +27%
ME
189
McIlrath & Eck
Washington
$73.4K
PTC
190
Private Trust Company
Ohio
$63.3K -$8.39K -349 -12%
RGF
191
Retirement Guys Formula
Ohio
$57K -$358K -14,903 -29%
HFS
192
Hantz Financial Services
Michigan
$55K +$22.3K +926 +68%
AWM
193
Avior Wealth Management
Nebraska
$54.4K
BWS
194
Buck Wealth Strategies
Colorado
$50.8K
Fidelity Investments
195
Fidelity Investments
Massachusetts
$45.1K +$8.49K +353 +23%
PA
196
Parallel Advisors
California
$43.2K
US Bancorp
197
US Bancorp
Minnesota
$38.2K +$17.5K +726 +83%
AP
198
Atwood & Palmer
Missouri
$35.1K
TSWM
199
Tyler-Stone Wealth Management
Ohio
$35K -$2.02K -84 -5%
EWA
200
EverSource Wealth Advisors
Alabama
$34.7K +$2.29K +95 +7%

IVT Hedge Fund Activity: Q3 2023 in Review

258 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q3 2023, worth a combined $955M — up 7.1% from $892M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IVT positions and 16 closed out — a net gain of 17 holders — while 92 added to existing stakes and 75 trimmed.

The largest buyer was Prudential Financial, adding an estimated $9.28M. The largest seller was Goldman Sachs, cutting an estimated $6.29M.

  • 258 institutional investors held InvenTrust Properties (IVT) as of Q3 2023, up from 243 in Q2 2023.
  • Funds reported $955M of InvenTrust Properties stock for Q3 2023, up 7.1% quarter-over-quarter.
  • 33 funds opened new InvenTrust Properties positions in Q3 2023 and 16 closed out, a net change of +17 holders.
  • The largest InvenTrust Properties buyer in Q3 2023 was Prudential Financial, an estimated $9.28M added.
  • The largest InvenTrust Properties seller in Q3 2023 was Goldman Sachs, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2023.