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InvenTrust Properties

258 hedge funds and large institutions have $955M invested in InvenTrust Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,684% more call options, than puts

Call options by funds: $719K | Put options by funds: $19K

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 75

7% more capital invested

Capital invested by funds: $892M → $955M (+$63.2M)

6% more funds holding

Funds holding: 243258 (+15)

1.56% more ownership

Funds ownership: 57.82%59.39% (+1.6%)

Holders
258
Holders Change
+15
Holders Change %
+6.17%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
92
Reduced
75
Closed
16
Calls
$719K
Puts
$19K
Net Calls
+$700K
Net Calls Change
+$151K
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
201
Blue Trust Inc
Georgia
$34K +$4.91K +204 +16%
MAM
202
Marquette Asset Management
Minnesota
$33.2K
NFSG
203
Newbridge Financial Services Group
Florida
$32.9K -$17.4K -725 -34%
WAM
204
Wolverine Asset Management
Illinois
$29.6K +$29.9K +1,242 New
CAS
205
Coppell Advisory Solutions
Texas
$28.8K +$29.3K +1,217 New
Comerica Bank
206
Comerica Bank
Texas
$28.2K +$28.5K +1,185 New
PMFA
207
Plante Moran Financial Advisors
Michigan
$28K
GRP
208
Global Retirement Partners
California
$26.7K -$11.6K -482 -30%
SWM
209
Spire Wealth Management
Virginia
$25.7K +$6.18K +257 +31%
WAS
210
Winch Advisory Services
Wisconsin
$25K +$216 +9 +0.9%
HGERS
211
Householder Group Estate & Retirement Specialist
Arizona
$24.5K +$24.8K +1,030 New
EL
212
EMFO LLC
Florida
$23.8K
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$21.3K -$75.2K -3,128 -78%
TFG
214
Team Financial Group
California
$20.7K +$20.7K +860 New
CFD
215
Creative Financial Designs
Indiana
$20.2K +$48 +2 +0.2%
MIFH
216
Migdal Insurance & Financial Holdings
Israel
$20K -$8.8K -366 -31%
CTWM
217
Cherry Tree Wealth Management
Minnesota
$18K
SPIA
218
Steward Partners Investment Advisory
New York
$14.8K
HF
219
Halpern Financial
Virginia
$14.7K
CWM
220
Cranbrook Wealth Management
Michigan
$14.1K
CA
221
Clearstead Advisors
Ohio
$13.7K +$6.9K +287 +100%
S
222
SignatureFD
Georgia
$13.2K +$1.06K +44 +9%
TRCT
223
Tower Research Capital (TRC)
New York
$10.2K -$25.8K -1,071 -71%
HWP
224
Highline Wealth Partners
California
$10.1K +$96 +4 +1%
GWSG
225
GPS Wealth Strategies Group
Colorado
$9.17K

IVT Hedge Fund Activity: Q3 2023 in Review

258 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q3 2023, worth a combined $955M — up 7.1% from $892M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IVT positions and 16 closed out — a net gain of 17 holders — while 92 added to existing stakes and 75 trimmed.

The largest buyer was Prudential Financial, adding an estimated $9.28M. The largest seller was Goldman Sachs, cutting an estimated $6.29M.

  • 258 institutional investors held InvenTrust Properties (IVT) as of Q3 2023, up from 243 in Q2 2023.
  • Funds reported $955M of InvenTrust Properties stock for Q3 2023, up 7.1% quarter-over-quarter.
  • 33 funds opened new InvenTrust Properties positions in Q3 2023 and 16 closed out, a net change of +17 holders.
  • The largest InvenTrust Properties buyer in Q3 2023 was Prudential Financial, an estimated $9.28M added.
  • The largest InvenTrust Properties seller in Q3 2023 was Goldman Sachs, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2023.