IVT icon

InvenTrust Properties
IVT

Overview Fund Activity

271 hedge funds and large institutions have $1.1B invested in InvenTrust Properties in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 75 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+15
Holders Change %
+5.86%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
75
Reduced
92
Closed
30
Calls
$749K
Puts
$314K
Net Calls
+$435K
Net Calls Change
-$265K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$71.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.1M
3
Marshall Wace
Marshall Wace
United Kingdom
$8.26M
4
MCM
Makena Capital Management
California
$6.43M
5
BlackRock
BlackRock
New York
$170M

Top Sellers

1
VCM
V3 Capital Management
Texas
$0
2
Principal Financial Group
Principal Financial Group
Iowa
$57.9M
3
GCA
GSI Capital Advisors
California
$0
4
Northern Trust
Northern Trust
Illinois
$18.8M
5
Osaic Holdings
Osaic Holdings
Arizona
$5.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$241M -$1.01M -40,014 -0.4%
BlackRock
2
BlackRock
New York
$170M +$5.36M +211,536 +3%
Morgan Stanley
3
Morgan Stanley
New York
$71.6M +$66.5M +2,623,665 +1,299%
State Street
4
State Street
Massachusetts
$70.3M +$1.15M +45,172 +2%
Principal Financial Group
5
Principal Financial Group
Iowa
$57.9M -$9.67M -381,452 -14%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$40.6M +$1.82M +71,641 +5%
Millennium Management
7
Millennium Management
New York
$27.8M +$3.38M +133,263 +14%
Charles Schwab
8
Charles Schwab
California
$22.2M +$425K +16,760 +2%
Northern Trust
9
Northern Trust
Illinois
$18.8M -$2.25M -88,886 -11%
Mitsubishi UFJ Trust & Banking
10
Mitsubishi UFJ Trust & Banking
Japan
$18.6M +$1.45M +57,157 +8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$16.8M +$3.33M +131,300 +25%
SSA
12
Schonfeld Strategic Advisors
New York
$16.3M -$187K -7,387 -1%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$15.1M +$9.35M +369,043 +164%
RIM
14
Rush Island Management
New York
$13.8M -$1.82M -71,708 -12%
Legal & General Group
15
Legal & General Group
United Kingdom
$12.8M +$444K +17,521 +4%
Prudential Financial
16
Prudential Financial
New Jersey
$12.7M +$1.5M +59,118 +13%
CCM
17
Chilton Capital Management
Texas
$12.5M -$274K -10,781 -2%
TAM
18
Third Avenue Management
New York
$10.5M -$424K -16,745 -4%
MIIM
19
Mesirow Institutional Investment Management
Illinois
$10.5M -$22.1K -871 -0.2%
UBS AM
20
UBS AM
Illinois
$9.81M +$269K +10,632 +3%
Allianz Asset Management
21
Allianz Asset Management
Germany
$9.76M -$2.15M -84,842 -18%
ACM
22
Adelante Capital Management
California
$8.83M +$3.8M +150,075 +76%
Marshall Wace
23
Marshall Wace
United Kingdom
$8.26M +$8.26M +326,095 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$8.09M -$135K -5,343 -2%
ECM
25
ExodusPoint Capital Management
New York
$7.49M +$4.21M +166,157 +128%
1
2 3 4 5