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InvenTrust Properties

279 hedge funds and large institutions have $1.07B invested in InvenTrust Properties in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 106 increasing their positions, 92 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,845% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $104K

15% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 92

0.98% more ownership

Funds ownership: 62.43%63.41% (+0.98%)

2% less capital invested

Capital invested by funds: $1.09B → $1.07B (-$21.6M)

4% less funds holding

Funds holding: 290279 (-11)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

Holders
279
Holders Change
-11
Holders Change %
-3.79%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
106
Reduced
92
Closed
36
Calls
$2.02M
Puts
$104K
Net Calls
+$1.92M
Net Calls Change
-$606K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
176
Victory Capital Management
Texas
$216K -$4.28K -173 -2%
RJA
177
Raymond James & Associates
Florida
$211K +$12.6K +511 +6%
MF
178
Magnetar Financial
Illinois
$209K +$209K +8,454 New
SPS
179
Susquehanna Portfolio Strategies
Pennsylvania
$209K -$201K -8,120 -49%
Man Group
180
Man Group
United Kingdom
$208K -$2.09M -84,298 -91%
SPA
181
Sherbrooke Park Advisers
New York
$207K +$207K +8,378 New
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$204K -$1.98K -80 -1%
MAS
183
Madden Advisory Services
Florida
$202K
CW
184
CreativeOne Wealth
Kansas
$201K -$57.7K -2,333 -22%
VEA
185
Virtus ETF Advisers
New York
$180K +$7.05K +285 +4%
AIP
186
Ameritas Investment Partners
Nebraska
$167K
GFPC
187
Global Financial Private Client
Florida
$148K +$24.7K +1,000 +20%
VF
188
VitalStone Financial
Texas
$145K
Lazard Asset Management
189
Lazard Asset Management
New York
$143K +$143K +5,793 New
Fidelity International
190
Fidelity International
Bermuda
$133K +$133K +5,391 New
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$130K +$74 +3 +0.1%
BCMLT
192
Beacon Capital Management LLC (Tennessee)
Tennessee
$90.7K +$17.1K +693 +23%
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$83.5K +$20K +808 +31%
ME
194
McIlrath & Eck
Washington
$76.6K
AWM
195
Avior Wealth Management
Nebraska
$70K -$33.1K -1,338 -32%
NA
196
NewEdge Advisors
Louisiana
$69.3K -$51.1K -2,064 -42%
US Bancorp
197
US Bancorp
Minnesota
$67.5K -$7K -283 -9%
OLVIG
198
Oliver Lagore Vanvalin Investment Group
Michigan
$65.8K
Fidelity Investments
199
Fidelity Investments
Massachusetts
$63.7K +$6.7K +271 +12%
AB
200
Amalgamated Bank
New York
$59K +$1.71K +69 +3%

IVT Hedge Fund Activity: Q2 2024 in Review

279 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q2 2024, worth a combined $1.07B — down 2% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of IVT and 29 opened new positions — a net loss of 7 holders — while 92 trimmed existing stakes and 106 added.

The largest buyer was Principal Financial Group, adding an estimated $17.5M. The largest seller was UBS AM, cutting an estimated $8.05M.

  • 279 institutional investors held InvenTrust Properties (IVT) as of Q2 2024, down from 290 in Q1 2024.
  • Funds reported $1.07B of InvenTrust Properties stock for Q2 2024, down 2% quarter-over-quarter.
  • 29 funds opened new InvenTrust Properties positions in Q2 2024 and 36 closed out, a net change of -7 holders.
  • The largest InvenTrust Properties buyer in Q2 2024 was Principal Financial Group, an estimated $17.5M added.
  • The largest InvenTrust Properties seller in Q2 2024 was UBS AM, an estimated $8.05M sold.

Based on aggregated 13F filings for Q2 2024.