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InvenTrust Properties

212 hedge funds and large institutions have $897M invested in InvenTrust Properties in 2022 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $679M → $897M (+$218M)

32% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 50

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

8.45% more ownership

Funds ownership: 34.93%43.37% (+8.4%)

7% more funds holding

Funds holding: 199212 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less call options, than puts

Call options by funds: $544K | Put options by funds: $622K

Holders
212
Holders Change
+13
Holders Change %
+6.53%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
66
Increased
59
Reduced
48
Closed
50
Calls
$544K
Puts
$622K
Net Calls
-$78K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
201
Graves Light Lenhart Wealth
Virginia
$6K +$5.33K +196 New
WAM
202
WFA Asset Management
Wisconsin
$4.56K
TAM
203
Tucker Asset Management
Colorado
$4.46K
AWM
204
Accel Wealth Management
Iowa
$4K
HFS
205
HBC Financial Services
Washington
$4K
MIFH
206
Migdal Insurance & Financial Holdings
Israel
$3K -$30.5K -1,120 -93%
AA
207
Ancora Advisors
Ohio
$3K
CA
208
Centerpoint Advisors
Massachusetts
$3K
IFAM
209
Institutional & Family Asset Management
Colorado
$3K
PFGIA
210
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$2.34K +86 New
MFT
211
Moisand Fitzgerald Tamayo
Florida
$2K
Macquarie Group
212
Macquarie Group
Australia
$709 +$217K +7,970 +53%
RGREA
213
Ranger Global Real Estate Advisors
Colorado
-$24M -879,117 Closed
RIM
214
Rush Island Management
New York
-$22M -808,492 Closed
CC
215
Conversant Capital
New Jersey
-$7.28M -267,134 Closed
AWM
216
AE Wealth Management
Kansas
-$5.07M -186,117 Closed
SOADOR
217
State of Alaska Department of Revenue
Alaska
-$991K -36,400 Closed
IWC
218
Integrated Wealth Concepts
Massachusetts
-$955K -35,048 Closed
Man Group
219
Man Group
United Kingdom
-$825K -30,251 Closed
RWM
220
RBA Wealth Management
California
-$657K -24,119 Closed
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
-$528K -19,370 Closed
DekaBank Deutsche Girozentrale
222
DekaBank Deutsche Girozentrale
Germany
-$409K -14,900 Closed
GCP
223
GSA Capital Partners
United Kingdom
-$386K -14,147 Closed
JSL
224
JT Stratford LLC
Georgia
-$365K -13,406 Closed
ACI
225
AMP Capital Investors
Australia
-$358K -13,126 Closed

IVT Hedge Fund Activity: Q1 2022 in Review

212 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q1 2022, worth a combined $897M — up 32% from $679M a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IVT positions and 50 closed out — a net gain of 16 holders — while 59 added to existing stakes and 48 trimmed.

The largest buyer was Waterfront Capital Partners, opening a new position worth an estimated $26.3M. The largest seller was Ranger Global Real Estate Advisors, exiting entirely with an estimated $24M sold.

  • 212 institutional investors held InvenTrust Properties (IVT) as of Q1 2022, up from 199 in Q4 2021.
  • Funds reported $897M of InvenTrust Properties stock for Q1 2022, up 32% quarter-over-quarter.
  • 66 funds opened new InvenTrust Properties positions in Q1 2022 and 50 closed out, a net change of +16 holders.
  • The largest InvenTrust Properties buyer in Q1 2022 was Waterfront Capital Partners, an estimated $26.3M added.
  • The largest InvenTrust Properties seller in Q1 2022 was Ranger Global Real Estate Advisors, an estimated $24M sold.

Based on aggregated 13F filings for Q1 2022.