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InvenTrust Properties
IVT

Overview Fund Activity

198 hedge funds and large institutions have $678M invested in InvenTrust Properties in 2021 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+188
Holders Change %
+1,880%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
191
Increased
3
Reduced
3
Closed
3
Calls
$318K
Puts
$363K
Net Calls
-$45K
Net Calls Change
-$45K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$151M
2
Principal Financial Group
Principal Financial Group
Iowa
$115M
3
BlackRock
BlackRock
New York
$64.2M
4
State Street
State Street
Massachusetts
$29.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$26.9M

Top Sellers

1
FFN
Focus Financial Network
Minnesota
$1.4M
2
ATPW
Ashton Thomas Private Wealth
Arizona
$0
3
BC
Bartlett & Co
Ohio
$0
4
BCWM
Bartlett & Co Wealth Management
Ohio
$0
5
HFS
HBC Financial Services
Washington
$3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$151M +$151M +5,525,298 New
Principal Financial Group
2
Principal Financial Group
Iowa
$115M +$115M +4,217,266 New
BlackRock
3
BlackRock
New York
$64.2M +$64.2M +2,355,985 New
State Street
4
State Street
Massachusetts
$29.5M +$29.5M +1,073,750 New
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$26.9M +$26.9M +985,875 New
RGREA
6
Ranger Global Real Estate Advisors
Colorado
$24M +$24M +879,117 New
Millennium Management
7
Millennium Management
New York
$22.1M +$22.1M +809,555 New
RIM
8
Rush Island Management
New York
$22M +$22M +808,492 New
Charles Schwab
9
Charles Schwab
California
$17.2M +$17.2M +631,186 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$15.4M +$15.4M +564,992 New
B
11
Bridgeworth
Alabama
$14.8M +$14.8M +544,591 New
TAM
12
Third Avenue Management
New York
$13.7M +$13.7M +503,945 New
CCM
13
Chilton Capital Management
Texas
$12.6M +$12.6M +463,313 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$10.7M +$10.7M +392,104 New
Legal & General Group
15
Legal & General Group
United Kingdom
$9.53M +$9.53M +349,640 New
Osaic Holdings
16
Osaic Holdings
Arizona
$8.6M +$8.6M +315,360 New
CC
17
Conversant Capital
New Jersey
$7.28M +$7.28M +267,134 New
Northern Trust
18
Northern Trust
Illinois
$7.21M +$7.21M +264,634 New
Allianz Asset Management
19
Allianz Asset Management
Germany
$6.3M +$6.3M +231,200 New
Morgan Stanley
20
Morgan Stanley
New York
$6.08M +$6.08M +222,869 New
UBS AM
21
UBS AM
Illinois
$5.85M +$5.85M +214,511 New
AWM
22
AE Wealth Management
Kansas
$5.07M +$5.07M +186,117 New
HighTower Advisors
23
HighTower Advisors
Illinois
$4.88M +$4.88M +178,850 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.87M +$4.87M +178,749 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.11M +$3.11M +114,053 New
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