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InvenTrust Properties
IVT

307 hedge funds and large institutions have $2.43B invested in InvenTrust Properties in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $359K | Put options by funds: $163K

64% more capital invested

Capital invested by funds: $1.48B → $2.43B (+$951M)

46% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 83

25% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 40

2.09% more ownership

Funds ownership: 67.98% → 70.07% (+2.1%)

1% more funds holding

Funds holding: 303 → 307 (+4)

Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
4.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
50
Increased
121
Reduced
83
Closed
40
Calls
$359K
Puts
$163K
Net Calls
+$196K
Net Calls Change
-$128K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$25.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.4M
3
BlackRock
BlackRock
New York
+$20.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$14.9M
5
N
Nuveen
North Carolina
+$9.49M

Top Sellers

1
GCM
Ghisallo Capital Management
Massachusetts
-$12M
2
CIM
Centersquare Investment Management
Pennsylvania
-$11.1M
3
UBS AM
UBS AM
Illinois
-$10.7M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$9.08M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$8.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
176
Executive Wealth Management
Michigan
$292K – – –
VA
177
Vident Advisory
Georgia
$288K -$208K -6,905 -42%
AAS
178
Avantax Advisory Services
Texas
$287K +$3.91K +130 +1%
Victory Capital Management
179
Victory Capital Management
Texas
$286K +$27.7K +920 +11%
EGM
180
Engineers Gate Manager
New York
$281K +$281K +9,325 New
SWIM
181
Smallwood Wealth Investment Management
New Jersey
$279K -$5.72K -190 -2%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$275K +$2.77K +92 +1%
BNP Paribas Financial Markets
183
BNP Paribas Financial Markets
France
$270K +$270K +8,957 New
SW
184
SkyOak Wealth
Michigan
$268K – – –
SHF
185
Safe Harbor Fiduciary
Florida
$263K – – –
AF
186
Allworth Financial
California
$258K +$11.5K +383 +4%
IA
187
IFP Advisors
Florida
$257K -$10.5K -350 -4%
IAIM
188
International Assets Investment Management
Florida
$251K -$7.62M -253,215 -97%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$251K +$90 +3 +0%
BCM
190
Brookstone Capital Management
Illinois
$251K -$3.55K -118 -1%
GCM
191
Gallacher Capital Management
Colorado
$248K -$94.5K -3,141 -28%
MAS
192
Madden Advisory Services
Florida
$246K – – –
MML Investors Services
193
MML Investors Services
Massachusetts
$246K +$245K +8,157 New
AIP
194
Ameritas Investment Partners
Nebraska
$244K +$40.6K +1,349 +20%
AQR Capital Management
195
AQR Capital Management
Connecticut
$240K +$239K +7,951 New
LCM
196
Landscape Capital Management
New Jersey
$237K +$236K +7,851 New
NRD
197
Nebula Research & Development
New York
$231K -$651K -21,646 -74%
LAM
198
Longboard Asset Management
Arizona
$228K +$228K +7,572 New
SPC
199
Sigma Planning Corp
Michigan
$228K -$42.1K -1,398 -16%
PCM
200
Polymer Capital Management
New York
$228K +$227K +7,553 New
6 7
8
9 10

IVT Hedge Fund Activity: Q4 2024 in Review

307 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q4 2024, worth a combined $2.43B — up 64% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IVT positions and 40 closed out — a net gain of 10 holders — while 121 added to existing stakes and 83 trimmed.

The largest buyer was Millennium Management, adding an estimated $25.3M. The largest seller was Ghisallo Capital Management, cutting an estimated $12M.

  • 307 institutional investors held InvenTrust Properties (IVT) as of Q4 2024, up from 303 in Q3 2024.
  • Funds reported $2.43B of InvenTrust Properties stock for Q4 2024, up 64% quarter-over-quarter.
  • 50 funds opened new InvenTrust Properties positions in Q4 2024 and 40 closed out, a net change of +10 holders.
  • The largest InvenTrust Properties buyer in Q4 2024 was Millennium Management, an estimated $25.3M added.
  • The largest InvenTrust Properties seller in Q4 2024 was Ghisallo Capital Management, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2024.