We are live on ! Find out more
IVT icon

InvenTrust Properties

290 hedge funds and large institutions have $1.09B invested in InvenTrust Properties in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 76 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

565% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $447K

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

6% more funds holding

Funds holding: 273290 (+17)

1% less capital invested

Capital invested by funds: $1.1B → $1.09B (-$8.05M)

1.68% less ownership

Funds ownership: 64.11%62.43% (-1.7%)

31% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 110

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
290
Holders Change
+17
Holders Change %
+6.23%
% of All Funds
4.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
47
Increased
76
Reduced
110
Closed
29
Calls
$2.97M
Puts
$447K
Net Calls
+$2.52M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
176
Executive Wealth Management
Michigan
$232K
Victory Capital Management
177
Victory Capital Management
Texas
$229K -$4.51K -179 -2%
AWM
178
AE Wealth Management
Kansas
$226K -$1.79M -71,263 -89%
PWS
179
Private Wealth Strategies
Ohio
$226K +$314K +12,486 New
BCM
180
Brookstone Capital Management
Illinois
$220K -$38.7K -1,535 -15%
LCM
181
Landscape Capital Management
New Jersey
$218K -$3.12K -124 -1%
IAG
182
Investmark Advisory Group
Connecticut
$216K -$12.1K -479 -5%
NAM
183
Nissay Asset Management
Japan
$216K -$8.31K -330 -4%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$214K -$92.5K -3,671 -31%
Cerity Partners
185
Cerity Partners
New York
$213K -$116K -4,616 -36%
MAS
186
Madden Advisory Services
Florida
$210K
PAS
187
Park Avenue Securities
New York
$210K -$13K -517 -6%
Jane Street
188
Jane Street
New York
$209K -$1.28M -50,675 -86%
AF
189
Allworth Financial
California
$209K +$806 +32 +0.4%
SG Americas Securities
190
SG Americas Securities
New York
$209K -$708K -28,108 -78%
RJA
191
Raymond James & Associates
Florida
$206K -$15.6K -620 -7%
Russell Investments Group
192
Russell Investments Group
United Kingdom
$189K +$182K +7,219 +4,945%
VEA
193
Virtus ETF Advisers
New York
$179K +$175K +6,966 New
AIP
194
Ameritas Investment Partners
Nebraska
$174K
PD
195
Point72 (DIFC)
United Arab Emirates
$154K +$151K +5,998 New
IA
196
IFP Advisors
Florida
$154K
VF
197
VitalStone Financial
Texas
$151K -$46.6K -1,852 -24%
MLICM
198
Metropolitan Life Insurance Company (MetLife)
New York
$147K -$12.8K -509 -8%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$135K +$76 +3 +0.1%
PAS
200
Point72 Asia (Singapore)
Singapore
$130K +$127K +5,047 New

IVT Hedge Fund Activity: Q1 2024 in Review

290 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q1 2024, worth a combined $1.09B — down 0.73% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IVT positions and 29 closed out — a net gain of 18 holders — while 76 added to existing stakes and 110 trimmed.

The largest buyer was Van Lanschot Kempen Investment Management, opening a new position worth an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $40.5M.

  • 290 institutional investors held InvenTrust Properties (IVT) as of Q1 2024, up from 273 in Q4 2023.
  • Funds reported $1.09B of InvenTrust Properties stock for Q1 2024, down 0.73% quarter-over-quarter.
  • 47 funds opened new InvenTrust Properties positions in Q1 2024 and 29 closed out, a net change of +18 holders.
  • The largest InvenTrust Properties buyer in Q1 2024 was Van Lanschot Kempen Investment Management, an estimated $11.7M added.
  • The largest InvenTrust Properties seller in Q1 2024 was Morgan Stanley, an estimated $40.5M sold.

Based on aggregated 13F filings for Q1 2024.