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InvenTrust Properties

271 hedge funds and large institutions have $1.1B invested in InvenTrust Properties in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 75 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+15
Holders Change %
+5.86%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
75
Reduced
92
Closed
30
Calls
$749K
Puts
$314K
Net Calls
+$435K
Net Calls Change
-$265K
Name Holding Trade Value Shares
Change
Shares
Change %
PA
201
Parallel Advisors
California
$45.9K
EWA
202
EverSource Wealth Advisors
Alabama
$43.8K +$6.87K +271 +19%
US Bancorp
203
US Bancorp
Minnesota
$41.4K +$786 +31 +2%
TSWM
204
Tyler-Stone Wealth Management
Ohio
$37.7K +$228 +9 +0.6%
AP
205
Atwood & Palmer
Missouri
$37.4K
NFSG
206
Newbridge Financial Services Group
Florida
$35K
MSWM
207
McGlone Suttner Wealth Management
Wisconsin
$33.7K +$33.7K +1,330 New
Comerica Bank
208
Comerica Bank
Texas
$31.6K +$1.6K +63 +5%
PMFA
209
Plante Moran Financial Advisors
Michigan
$29.8K
DWG
210
Darden Wealth Group
Michigan
$28.9K +$28.9K +28,887 New
GRP
211
Global Retirement Partners
California
$28.8K
PS
212
Principal Securities
Iowa
$28.3K +$28.3K +1,115 New
WAS
213
Winch Advisory Services
Wisconsin
$27K +$228 +9 +0.9%
HGERS
214
Householder Group Estate & Retirement Specialist
Arizona
$26K
AP
215
Aspect Partners
Virginia
$25.8K +$25.8K +1,018 New
EL
216
EMFO LLC
Florida
$25.3K
MAM
217
Marquette Asset Management
Minnesota
$24.3K -$11.1K -437 -31%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$22.7K
CFD
219
Creative Financial Designs
Indiana
$21.6K +$51 +2 +0.2%
BTI
220
Blue Trust Inc
Georgia
$21K -$14.6K -605 -41%
SWM
221
Spire Wealth Management
Virginia
$20.7K -$6.46K -257 -24%
CAM
222
Creekmur Asset Management
Illinois
$20.5K +$20.5K +808 New
BMC
223
Bear Mountain Capital
Washington
$20.3K +$20.3K +809 New
MSG
224
Main Street Group
Virginia
$19.5K +$19.5K +770 New
MA
225
MCF Advisors
Kentucky
$19.4K +$9.67K +380 +99%