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InvenTrust Properties
IVT

Overview Fund Activity

288 hedge funds and large institutions have $1.09B invested in InvenTrust Properties in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 76 increasing their positions, 109 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+17
Holders Change %
+6.27%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
47
Increased
76
Reduced
109
Closed
29
Calls
$2.97M
Puts
$447K
Net Calls
+$2.53M
Net Calls Change
+$2.09M

Top Buyers

1
VLKIM
1
Van Lanschot Kempen Investment Management
Netherlands
$11.9M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$68.7M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$8.25M
4
Prudential Financial
4
Prudential Financial
New Jersey
$18.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$8.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.4M
2
MIIM
2
Mesirow Institutional Investment Management
Illinois
$0
3
State Street
3
State Street
Massachusetts
$64.8M
4
TAM
4
Third Avenue Management
New York
$4.71M
5
Millennium Management
5
Millennium Management
New York
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
201
Global Financial Private Client
Florida
$124K – – –
CF
202
Centaurus Financial
California
$110K -$24.1K -935 -18%
AWM
203
Avior Wealth Management
Nebraska
$107K +$48.3K +1,879 +82%
EC
204
EntryPoint Capital
New York
$105K +$94.3K +3,669 +899%
VI
205
Vestcor Inc
New Brunswick, Canada
$94K +$94K +3,652 New
SOW
206
State of Wyoming
Wyoming
$84.2K +$84.2K +3,276 New
GI
207
Gradient Investments
Minnesota
$83.8K – – –
ME
208
McIlrath & Eck
Washington
$79.6K +$283 +11 +0.4%
US Bancorp
209
US Bancorp
Minnesota
$77.3K +$35.3K +1,374 +84%
BCMLT
210
Beacon Capital Management LLC (Tennessee)
Tennessee
$76.4K -$26K -1,013 -25%
OLVIG
211
Oliver Lagore Vanvalin Investment Group
Michigan
$68.3K – – –
HFS
212
Hantz Financial Services
Michigan
$66K +$6.91K +268 +12%
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$64.4K +$64.4K +2,584 New
AB
214
Amalgamated Bank
New York
$60K -$94.2K -3,641 -61%
PTC
215
Private Trust Company
Ohio
$59.4K -$8.92K -347 -13%
Fidelity Investments
216
Fidelity Investments
Massachusetts
$59.2K -$3.42K -133 -5%
PA
217
Parallel Advisors
California
$46K -$591 -23 -1%
PI
218
PEAK6 Investments
Illinois
$43K -$10.2K -395 -19%
EWA
219
EverSource Wealth Advisors
Alabama
$41.8K -$2K -79 -5%
TSWM
220
Tyler-Stone Wealth Management
Ohio
$38.5K +$257 +10 +0.7%
AP
221
Atwood & Palmer
Missouri
$37.9K – – –
CA
222
CoreCap Advisors
Michigan
$35.7K +$35.7K +1,387 New
NFSG
223
Newbridge Financial Services Group
Florida
$35.5K – – –
CSS
224
Cubist Systematic Strategies
Connecticut
$32.6K +$32.6K +1,268 New
NC
225
NewSquare Capital
Pennsylvania
$31.8K +$24.2K +943 +320%
7 8
9
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