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InvenTrust Properties
IVT

199 hedge funds and large institutions have $679M invested in InvenTrust Properties in 2021 Q4 according to their latest regulatory filings, with 199 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

34.93% more ownership

Funds ownership: 0% → 34.93% (+35%)

12% less call options, than puts

Call options by funds: $318K | Put options by funds: $363K

Holders
199
Holders Change
+199
Holders Change %
–
% 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
199
Increased
–
Reduced
–
Closed
–
Calls
$318K
Puts
$363K
Net Calls
-$45K
Net Calls Change
-$45K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$139M
2
Principal Financial Group
Principal Financial Group
Iowa
+$106M
3
BlackRock
BlackRock
New York
+$59.5M
4
State Street
State Street
Massachusetts
+$27.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$24.9M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$151M +$139M +5,525,298 New
Principal Financial Group
2
Principal Financial Group
Iowa
$115M +$106M +4,217,266 New
BlackRock
3
BlackRock
New York
$64.2M +$59.5M +2,355,985 New
State Street
4
State Street
Massachusetts
$29.5M +$27.1M +1,073,750 New
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$26.9M +$24.9M +985,875 New
RGREA
6
Ranger Global Real Estate Advisors
Colorado
$24M +$22.2M +879,117 New
Millennium Management
7
Millennium Management
New York
$22.1M +$20.4M +809,555 New
RIM
8
Rush Island Management
New York
$22M +$20.4M +808,492 New
Charles Schwab
9
Charles Schwab
California
$17.2M +$15.9M +631,186 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$15.4M +$14.3M +564,992 New
B
11
Bridgeworth
Alabama
$14.8M +$13.7M +544,591 New
TAM
12
Third Avenue Management
New York
$13.7M +$12.7M +503,945 New
CCM
13
Chilton Capital Management
Texas
$12.6M +$11.7M +463,313 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$10.7M +$9.9M +392,104 New
Legal & General Group
15
Legal & General Group
United Kingdom
$9.53M +$8.83M +349,640 New
Osaic Holdings
16
Osaic Holdings
Arizona
$8.6M +$7.96M +315,360 New
CC
17
Conversant Capital
New Jersey
$7.28M +$6.74M +267,134 New
Northern Trust
18
Northern Trust
Illinois
$7.21M +$6.68M +264,634 New
Allianz Asset Management
19
Allianz Asset Management
Germany
$6.3M +$5.84M +231,200 New
Morgan Stanley
20
Morgan Stanley
New York
$6.08M +$5.63M +222,869 New
UBS AM
21
UBS AM
Illinois
$5.85M +$5.41M +214,511 New
AWM
22
AE Wealth Management
Kansas
$5.07M +$4.7M +186,117 New
HighTower Advisors
23
HighTower Advisors
Illinois
$4.88M +$4.51M +178,850 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.87M +$4.51M +178,749 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.11M +$2.88M +114,053 New
1
2 3 4 5

IVT Hedge Fund Activity: Q4 2021 in Review

199 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q4 2021, worth a combined $679M.

Buyers outnumbered sellers: 199 funds opened new IVT positions and 0 closed out — a net gain of 199 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $139M.

  • 199 institutional investors held InvenTrust Properties (IVT) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $679M of InvenTrust Properties stock for Q4 2021.
  • 199 funds opened new InvenTrust Properties positions in Q4 2021 and 0 closed out, a net change of +199 holders.
  • The largest InvenTrust Properties buyer in Q4 2021 was Vanguard Group, an estimated $139M added.

Based on aggregated 13F filings for Q4 2021.