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InvenTrust Properties
IVT

Overview Fund Activity

300 hedge funds and large institutions have $1.48B invested in InvenTrust Properties in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+24
Holders Change %
+8.7%
% of All Funds
4.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
101
Reduced
80
Closed
27
Calls
$565K
Puts
$241K
Net Calls
+$324K
Net Calls Change
-$1.6M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$35.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$304M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$25.6M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$33M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$117M

Top Sellers

1
RIM
1
Rush Island Management
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$13.5M
3
SSA
3
Schonfeld Strategic Advisors
New York
$309K
4
CCM
4
Chilton Capital Management
Texas
$8.34M
5
SC
5
Savant Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
176
Public Employees Retirement Association of Colorado
Colorado
$314K – – –
SSA
177
Schonfeld Strategic Advisors
New York
$309K -$11M -386,934 -97%
DWM
178
Dakota Wealth Management
Florida
$293K – – –
CWM
179
CarsonAllaria Wealth Management
Illinois
$282K +$1.5K +53 +0.5%
EWM
180
Executive Wealth Management
Michigan
$275K – – –
NAM
181
Nissay Asset Management
Japan
$269K +$13.5K +475 +5%
SWIM
182
Smallwood Wealth Investment Management
New Jersey
$269K -$2.75K -97 -1%
AAS
183
Avantax Advisory Services
Texas
$266K -$18.1K -639 -6%
SHF
184
Safe Harbor Fiduciary
Florida
$263K +$263K +10,574 New
EC
185
EntryPoint Capital
New York
$259K +$259K +9,141 New
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$256K +$21.7K +766 +9%
JF
187
Jump Financial
Illinois
$255K +$255K +8,982 New
SPC
188
Sigma Planning Corp
Michigan
$254K -$91.5K -3,225 -26%
Corient Private Wealth
189
Corient Private Wealth
Florida
$254K +$254K +8,956 New
SW
190
SkyOak Wealth
Michigan
$252K -$18.6K -657 -7%
RJA
191
Raymond James & Associates
Florida
$252K +$9.73K +343 +4%
IA
192
IFP Advisors
Florida
$252K -$5.96K -210 -2%
AF
193
Allworth Financial
California
$244K -$73.3K -2,582 -23%
Victory Capital Management
194
Victory Capital Management
Texas
$243K -$4.03K -142 -2%
BCM
195
Brookstone Capital Management
Illinois
$239K -$8.94K -315 -4%
SPS
196
Susquehanna Portfolio Strategies
Pennsylvania
$239K – – –
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$237K +$88K +3,100 +59%
MAS
198
Madden Advisory Services
Florida
$232K – – –
IAG
199
Investmark Advisory Group
Connecticut
$226K +$226K +7,966 New
Man Group
200
Man Group
United Kingdom
$224K -$14.3K -503 -6%
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