IVT icon

InvenTrust Properties
IVT

Overview Fund Activity

300 hedge funds and large institutions have $1.48B invested in InvenTrust Properties in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+24
Holders Change %
+8.7%
% of All Funds
4.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
101
Reduced
80
Closed
27
Calls
$565K
Puts
$241K
Net Calls
+$324K
Net Calls Change
-$1.6M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$35.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$304M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$25.6M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$33M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$117M

Top Sellers

1
RIM
1
Rush Island Management
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$13.5M
3
SSA
3
Schonfeld Strategic Advisors
New York
$309K
4
CCM
4
Chilton Capital Management
Texas
$8.34M
5
SC
5
Savant Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
XT
201
XTX Topco
Cayman Islands
$218K +$218K +7,678 New
Connor, Clark & Lunn Investment Management (CC&L)
202
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$217K +$217K +7,659 New
IWC
203
Integrated Wealth Concepts
Massachusetts
$214K -$87.4K -3,079 -29%
CW
204
CreativeOne Wealth
Kansas
$212K -$18.7K -660 -8%
JWCA
205
J.W. Cole Advisors
Florida
$208K -$49.8K -1,756 -19%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$201K +$201K +6,960 New
AIP
207
Ameritas Investment Partners
Nebraska
$192K – – –
VEA
208
Virtus ETF Advisers
New York
$189K -$16.2K -572 -8%
GFPC
209
Global Financial Private Client
Florida
$170K – – –
SIM
210
Sandia Investment Management
Massachusetts
$142K +$142K +5,000 New
VF
211
VitalStone Financial
Texas
$128K -$38.6K -1,360 -23%
US Bancorp
212
US Bancorp
Minnesota
$108K +$30.8K +1,085 +40%
SOW
213
State of Wyoming
Wyoming
$107K -$173K -6,111 -62%
BCMLT
214
Beacon Capital Management LLC (Tennessee)
Tennessee
$105K – – –
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$105K +$8.57K +302 +9%
VI
216
Vestcor Inc
New Brunswick, Canada
$104K +$104K +3,665 New
ME
217
McIlrath & Eck
Washington
$85.8K -$1.96K -69 -2%
AWM
218
Avior Wealth Management
Nebraska
$80.2K – – –
TRCT
219
Tower Research Capital (TRC)
New York
$78.5K -$239K -8,433 -75%
OLVIG
220
Oliver Lagore Vanvalin Investment Group
Michigan
$75.4K – – –
Mirae Asset Global Investments
221
Mirae Asset Global Investments
South Korea
$74.6K +$19.3K +681 +35%
AB
222
Amalgamated Bank
New York
$68K – – –
PTC
223
Private Trust Company
Ohio
$65.5K – – –
HFS
224
Hantz Financial Services
Michigan
$59K -$5.67K -201 -9%
Fidelity International
225
Fidelity International
Bermuda
$54.1K -$98.8K -3,483 -65%
7 8
9
10 11