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InvenTrust Properties

305 hedge funds and large institutions have $2.43B invested in InvenTrust Properties in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 120 increasing their positions, 82 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+5
Holders Change %
+1.67%
% of All Funds
4.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
51
Increased
120
Reduced
82
Closed
40
Calls
$359K
Puts
$163K
Net Calls
+$196K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Shares
Change %
PA
201
PharVision Advisers
Florida
$226K +$226K +7,505 New
IAG
202
Investmark Advisory Group
Connecticut
$225K -$14.7K -488 -6%
DFG
203
Dynamic Financial Group
Iowa
$225K +$225K +7,476 New
Lido Advisors
204
Lido Advisors
California
$221K +$221K +7,300 New
OPS
205
Orion Portfolio Solutions
Nebraska
$220K +$220K +7,294 New
BCI
206
Brinker Capital Investments
Pennsylvania
$220K +$220K +7,294 New
CWM
207
CIBC World Markets
New York
$219K +$219K +7,254 New
AWM
208
AE Wealth Management
Kansas
$216K +$216K +7,158 New
State of Wisconsin Investment Board
209
State of Wisconsin Investment Board
Wisconsin
$214K +$214K +7,198 New
IWC
210
Integrated Wealth Concepts
Massachusetts
$213K -$13.8K -459 -6%
AWS
211
Atria Wealth Solutions
New York
$212K +$212K +7,050 New
JWCA
212
J.W. Cole Advisors
Florida
$204K -$16.7K -554 -8%
Truist Financial
213
Truist Financial
North Carolina
$204K +$204K +6,755 New
VEA
214
Virtus ETF Advisers
New York
$181K -$20.1K -668 -10%
GFPC
215
Global Financial Private Client
Florida
$173K -$7.23K -240 -4%
EWA
216
EverSource Wealth Advisors
Alabama
$155K +$104K +3,462 +207%
SIM
217
Sandia Investment Management
Massachusetts
$151K
US Bancorp
218
US Bancorp
Minnesota
$138K +$22.8K +756 +20%
BCMLT
219
Beacon Capital Management LLC (Tennessee)
Tennessee
$111K +$182 +6 +0.2%
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$109K +$147 +5 +0.1%
MCM
221
MAI Capital Management
Ohio
$107K +$107K +3,559 New
ME
222
McIlrath & Eck
Washington
$90.5K -$633 -21 -0.7%
AWM
223
Avior Wealth Management
Nebraska
$85.2K
OLVIG
224
Oliver Lagore Vanvalin Investment Group
Michigan
$80K
BWM
225
Bernard Wealth Management
Michigan
$74.2K +$74.2K +2,462 New