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InvenTrust Properties

241 hedge funds and large institutions have $891M invested in InvenTrust Properties in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 86 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+8
Holders Change %
+3.43%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
79
Reduced
86
Closed
18
Calls
$680K
Puts
$131K
Net Calls
+$549K
Net Calls Change
+$51K
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
201
US Bancorp
Minnesota
$20.3K -$1.94K -84 -9%
CFD
202
Creative Financial Designs
Indiana
$19.6K -$17.2K -745 -47%
SWM
203
Spire Wealth Management
Virginia
$19.1K
CTWM
204
Cherry Tree Wealth Management
Minnesota
$17.4K +$17.4K +754 New
HWA
205
HHM Wealth Advisors
Tennessee
$16.2K
AF
206
Advisornet Financial
Minnesota
$15.2K +$11.5K +499 +318%
SPIA
207
Steward Partners Investment Advisory
New York
$14.4K
HF
208
Halpern Financial
Virginia
$14.3K
CWM
209
Cranbrook Wealth Management
Michigan
$13.7K
BWA
210
BDO Wealth Advisors
Florida
$13.5K
Ohio Public Employees Retirement System (OPERS)
211
Ohio Public Employees Retirement System (OPERS)
Ohio
$12K +$6.29K +265 +110%
S
212
SignatureFD
Georgia
$11.8K -$648 -28 -5%
Allianz Asset Management
213
Allianz Asset Management
Germany
$11.2K +$3.06K +132,404 +37%
HWP
214
Highline Wealth Partners
California
$9.72K +$93 +4 +1%
GWSG
215
GPS Wealth Strategies Group
Colorado
$8.91K
MA
216
MCF Advisors
Kentucky
$8.89K -$602 -26 -6%
RFG
217
RFP Financial Group
Georgia
$8.22K
VF
218
VitalStone Financial
Texas
$8K +$3.78K +151 +89%
OP
219
ORG Partners
Indiana
$7.86K +$7.86K +333 New
WTA
220
Washington Trust Advisors
Massachusetts
$7.45K
NC
221
NewSquare Capital
Pennsylvania
$6.83K
CA
222
Clearstead Advisors
Ohio
$6.64K
RWPA
223
Richard W. Paul & Associates
Michigan
$6.6K
BCM
224
Blume Capital Management
California
$6.02K
SIC
225
Salem Investment Counselors
North Carolina
$6K