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InvenTrust Properties
IVT

307 hedge funds and large institutions have $2.43B invested in InvenTrust Properties in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $359K | Put options by funds: $163K

64% more capital invested

Capital invested by funds: $1.48B → $2.43B (+$951M)

46% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 83

25% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 40

2.09% more ownership

Funds ownership: 67.98% → 70.07% (+2.1%)

1% more funds holding

Funds holding: 303 → 307 (+4)

Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
4.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
50
Increased
121
Reduced
83
Closed
40
Calls
$359K
Puts
$163K
Net Calls
+$196K
Net Calls Change
-$128K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$25.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.4M
3
BlackRock
BlackRock
New York
+$20.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$14.9M
5
N
Nuveen
North Carolina
+$9.49M

Top Sellers

1
GCM
Ghisallo Capital Management
Massachusetts
-$12M
2
CIM
Centersquare Investment Management
Pennsylvania
-$11.1M
3
UBS AM
UBS AM
Illinois
-$10.7M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$9.08M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$8.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
201
Sequoia Financial Advisors
Ohio
$227K +$227K +7,531 New
PA
202
PharVision Advisers
Florida
$226K +$226K +7,505 New
IAG
203
Investmark Advisory Group
Connecticut
$225K -$14.7K -488 -6%
DFG
204
Dynamic Financial Group
Iowa
$225K +$225K +7,476 New
Lido Advisors
205
Lido Advisors
California
$221K +$220K +7,300 New
BCI
206
Brinker Capital Investments
Pennsylvania
$220K +$219K +7,294 New
OPS
207
Orion Portfolio Solutions
Nebraska
$220K +$219K +7,294 New
CWM
208
CIBC World Markets
New York
$219K +$218K +7,254 New
AWM
209
AE Wealth Management
Kansas
$216K +$215K +7,158 New
State of Wisconsin Investment Board
210
State of Wisconsin Investment Board
Wisconsin
$214K +$217K +7,198 New
IWC
211
Integrated Wealth Concepts
Massachusetts
$213K -$13.8K -459 -6%
AWS
212
Atria Wealth Solutions
New York
$212K +$212K +7,050 New
JWCA
213
J.W. Cole Advisors
Florida
$204K -$16.7K -554 -8%
Truist Financial
214
Truist Financial
North Carolina
$204K +$203K +6,755 New
VEA
215
Virtus ETF Advisers
New York
$181K -$20.1K -668 -10%
GFPC
216
Global Financial Private Client
Florida
$173K -$7.22K -240 -4%
EWA
217
EverSource Wealth Advisors
Alabama
$155K +$104K +3,462 +207%
SIM
218
Sandia Investment Management
Massachusetts
$151K – – –
US Bancorp
219
US Bancorp
Minnesota
$138K +$22.7K +756 +20%
BCMLT
220
Beacon Capital Management LLC (Tennessee)
Tennessee
$111K +$181 +6 +0.2%
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$109K +$150 +5 +0.1%
MCM
222
MAI Capital Management
Ohio
$107K +$107K +3,559 New
ME
223
McIlrath & Eck
Washington
$90.5K -$632 -21 -0.7%
AWM
224
Avior Wealth Management
Nebraska
$85.2K – – –
OLVIG
225
Oliver Lagore Vanvalin Investment Group
Michigan
$80K – – –
7 8
9
10 11

IVT Hedge Fund Activity: Q4 2024 in Review

307 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q4 2024, worth a combined $2.43B — up 64% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IVT positions and 40 closed out — a net gain of 10 holders — while 121 added to existing stakes and 83 trimmed.

The largest buyer was Millennium Management, adding an estimated $25.3M. The largest seller was Ghisallo Capital Management, cutting an estimated $12M.

  • 307 institutional investors held InvenTrust Properties (IVT) as of Q4 2024, up from 303 in Q3 2024.
  • Funds reported $2.43B of InvenTrust Properties stock for Q4 2024, up 64% quarter-over-quarter.
  • 50 funds opened new InvenTrust Properties positions in Q4 2024 and 40 closed out, a net change of +10 holders.
  • The largest InvenTrust Properties buyer in Q4 2024 was Millennium Management, an estimated $25.3M added.
  • The largest InvenTrust Properties seller in Q4 2024 was Ghisallo Capital Management, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2024.