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InvenTrust Properties
IVT

Overview Fund Activity

244 hedge funds and large institutions have $854M invested in InvenTrust Properties in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+13
Holders Change %
+5.63%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
45
Increased
78
Reduced
76
Closed
27
Calls
$653K
Puts
$109K
Net Calls
+$544K
Net Calls Change
-$19K

Top Buyers

1
RIM
Rush Island Management
New York
$17.4M
2
MIIM
Mesirow Institutional Investment Management
Illinois
$5.74M
3
Millennium Management
Millennium Management
New York
$4.12M
4
EWM
Executive Wealth Management
Michigan
$3.23M
5
GC
Guggenheim Capital
Illinois
$5.35M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$56.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.59M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.56M
4
First Trust Advisors
First Trust Advisors
Illinois
$1.1M
5
SG Americas Securities
SG Americas Securities
New York
$317K
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$229M +$2.13M +89,831 +0.9%
BlackRock
2
BlackRock
New York
$146M +$1.39M +58,861 +1%
State Street
3
State Street
Massachusetts
$63.8M +$1.02M +42,567 +2%
Principal Financial Group
4
Principal Financial Group
Iowa
$56.8M -$9.73M -411,131 -15%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$32.8M +$1.23M +52,070 +4%
Northern Trust
6
Northern Trust
Illinois
$25.1M +$2.33M +98,253 +10%
Charles Schwab
7
Charles Schwab
California
$20.5M +$1.66M +70,214 +9%
RIM
8
Rush Island Management
New York
$17.4M +$8.18M +345,748 +89%
TAM
9
Third Avenue Management
New York
$16.4M -$764K -32,282 -4%
Mitsubishi UFJ Trust & Banking
10
Mitsubishi UFJ Trust & Banking
Japan
$13.6M +$172K +7,249 +1%
CCM
11
Chilton Capital Management
Texas
$12.2M +$115K +4,834 +1%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$9.59M -$3.72M -157,313 -28%
Legal & General Group
13
Legal & General Group
United Kingdom
$9.53M +$322K +13,602 +3%
Allianz Asset Management
14
Allianz Asset Management
Germany
$8.24M +$213K +9,000 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$7.72M +$1.03M +43,598 +15%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$7.53M -$355K -14,995 -5%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$7.32M +$2.43M +102,461 +50%
UBS AM
18
UBS AM
Illinois
$7.16M +$1.29M +54,503 +22%
Osaic Holdings
19
Osaic Holdings
Arizona
$6.65M -$497K -20,984 -7%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$6.29M -$610K -25,759 -9%
MIIM
21
Mesirow Institutional Investment Management
Illinois
$5.74M +$5.74M +242,383 New
GC
22
Guggenheim Capital
Illinois
$5.35M +$3.11M +131,531 +139%
Goldman Sachs
23
Goldman Sachs
New York
$4.84M +$1.49M +62,757 +44%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$4.79M -$807K -34,111 -14%
Millennium Management
25
Millennium Management
New York
$4.12M +$4.12M +173,952 New
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