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InvenTrust Properties

279 hedge funds and large institutions have $1.07B invested in InvenTrust Properties in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 106 increasing their positions, 92 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,845% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $104K

15% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 92

0.98% more ownership

Funds ownership: 62.43%63.41% (+0.98%)

2% less capital invested

Capital invested by funds: $1.09B → $1.07B (-$21.6M)

4% less funds holding

Funds holding: 290279 (-11)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

Holders
279
Holders Change
-11
Holders Change %
-3.79%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
106
Reduced
92
Closed
36
Calls
$2.02M
Puts
$104K
Net Calls
+$1.92M
Net Calls Change
-$606K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
201
Private Trust Company
Ohio
$57.1K -$74 -3 -0.1%
HFS
202
Hantz Financial Services
Michigan
$57K -$6.63K -268 -10%
GI
203
Gradient Investments
Minnesota
$56.8K -$23.8K -962 -30%
Mirae Asset Global Investments
204
Mirae Asset Global Investments
South Korea
$48.3K -$733K -29,618 -94%
EWA
205
EverSource Wealth Advisors
Alabama
$47.1K +$495 +20 +1%
PA
206
Parallel Advisors
California
$44.2K -$124 -5 -0.3%
RWMG
207
Redwood Wealth Management Group
New Jersey
$39.7K +$39.7K +1,603 New
DB
208
Danske Bank
Denmark
$39.6K +$39.6K +1,600 New
TSWM
209
Tyler-Stone Wealth Management
Ohio
$37.4K +$272 +11 +0.7%
AP
210
Atwood & Palmer
Missouri
$36.5K
CA
211
CoreCap Advisors
Michigan
$34.3K -$25 -1 -0.1%
NFSG
212
Newbridge Financial Services Group
Florida
$34.2K
Comerica Bank
213
Comerica Bank
Texas
$30.2K -$297 -12 -1%
PMFA
214
Plante Moran Financial Advisors
Michigan
$29.1K
SWM
215
Spire Wealth Management
Virginia
$28K +$7.62K +308 +37%
WAS
216
Winch Advisory Services
Wisconsin
$26.9K +$247 +10 +0.9%
PS
217
Principal Securities
Iowa
$25.6K -$1.44K -58 -5%
AP
218
Aspect Partners
Virginia
$25.2K
HGERS
219
Householder Group Estate & Retirement Specialist
Arizona
$25K
EL
220
EMFO LLC
Florida
$24.8K
BFS
221
Bare Financial Services
Pennsylvania
$22.6K
BMC
222
Bear Mountain Capital
Washington
$20.8K
CAM
223
Creekmur Asset Management
Illinois
$20.4K +$198 +8 +1%
CIAS
224
CBIZ Investment Advisory Services
Ohio
$20.1K -$7.17K -290 -26%
CTWM
225
Cherry Tree Wealth Management
Minnesota
$18.7K

IVT Hedge Fund Activity: Q2 2024 in Review

279 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q2 2024, worth a combined $1.07B — down 2% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of IVT and 29 opened new positions — a net loss of 7 holders — while 92 trimmed existing stakes and 106 added.

The largest buyer was Principal Financial Group, adding an estimated $17.5M. The largest seller was UBS AM, cutting an estimated $8.05M.

  • 279 institutional investors held InvenTrust Properties (IVT) as of Q2 2024, down from 290 in Q1 2024.
  • Funds reported $1.07B of InvenTrust Properties stock for Q2 2024, down 2% quarter-over-quarter.
  • 29 funds opened new InvenTrust Properties positions in Q2 2024 and 36 closed out, a net change of -7 holders.
  • The largest InvenTrust Properties buyer in Q2 2024 was Principal Financial Group, an estimated $17.5M added.
  • The largest InvenTrust Properties seller in Q2 2024 was UBS AM, an estimated $8.05M sold.

Based on aggregated 13F filings for Q2 2024.