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InvenTrust Properties

256 hedge funds and large institutions have $954M invested in InvenTrust Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+15
Holders Change %
+6.22%
% of All Funds
4.08%
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
91
Reduced
75
Closed
16
Calls
$719K
Puts
$19K
Net Calls
+$700K
Net Calls Change
+$151K
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
201
Marquette Asset Management
Minnesota
$33.2K
NFSG
202
Newbridge Financial Services Group
Florida
$32.9K -$17.3K -725 -34%
WAM
203
Wolverine Asset Management
Illinois
$29.6K +$29.6K +1,242 New
CAS
204
Coppell Advisory Solutions
Texas
$28.8K +$28.8K +1,217 New
Comerica Bank
205
Comerica Bank
Texas
$28.2K +$28.2K +1,185 New
PMFA
206
Plante Moran Financial Advisors
Michigan
$28K
GRP
207
Global Retirement Partners
California
$26.7K -$11.2K -482 -30%
SWM
208
Spire Wealth Management
Virginia
$25.7K +$6.12K +257 +31%
WAS
209
Winch Advisory Services
Wisconsin
$25K +$213 +9 +0.9%
HGERS
210
Householder Group Estate & Retirement Specialist
Arizona
$24.5K +$24.5K +1,030 New
EL
211
EMFO LLC
Florida
$23.8K
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$21.3K -$74.5K -3,128 -78%
TFG
213
Team Financial Group
California
$20.7K +$20.7K +860 New
CFD
214
Creative Financial Designs
Indiana
$20.2K +$48 +2 +0.2%
MIFH
215
Migdal Insurance & Financial Holdings
Israel
$20K -$8.8K -366 -31%
CTWM
216
Cherry Tree Wealth Management
Minnesota
$18K
SPIA
217
Steward Partners Investment Advisory
New York
$14.8K
HF
218
Halpern Financial
Virginia
$14.7K
CWM
219
Cranbrook Wealth Management
Michigan
$14.1K
CA
220
Clearstead Advisors
Ohio
$13.7K +$6.83K +287 +100%
S
221
SignatureFD
Georgia
$13.2K +$1.05K +44 +9%
TRCT
222
Tower Research Capital (TRC)
New York
$10.2K -$25.5K -1,071 -71%
HWP
223
Highline Wealth Partners
California
$10.1K +$95 +4 +1%
GWSG
224
GPS Wealth Strategies Group
Colorado
$9.17K
MA
225
MCF Advisors
Kentucky
$9.14K