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InvenTrust Properties
IVT

Overview Fund Activity

288 hedge funds and large institutions have $1.09B invested in InvenTrust Properties in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 76 increasing their positions, 109 reducing their positions, and 29 closing their positions.

Holders
288
Holders Change
+17
Holders Change %
+6.27%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
47
Increased
76
Reduced
109
Closed
29
Calls
$2.97M
Puts
$447K
Net Calls
+$2.53M
Net Calls Change
+$2.09M

Top Buyers

1
VLKIM
1
Van Lanschot Kempen Investment Management
Netherlands
$11.9M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$68.7M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$8.25M
4
Prudential Financial
4
Prudential Financial
New Jersey
$18.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$8.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.4M
2
MIIM
2
Mesirow Institutional Investment Management
Illinois
$0
3
State Street
3
State Street
Massachusetts
$64.8M
4
TAM
4
Third Avenue Management
New York
$4.71M
5
Millennium Management
5
Millennium Management
New York
$22.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$247M 9,588,192 +91,579 +1%
BlackRock
2
BlackRock
New York
$169M 6,585,648 -133,526 -2%
Principal Financial Group
3
Principal Financial Group
Iowa
$68.7M 2,672,075 +387,397 +17%
State Street
4
State Street
Massachusetts
$64.8M 2,498,760 -252,940 -9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$42.3M 1,644,200 +43,995 +3%
Morgan Stanley
6
Morgan Stanley
New York
$31.4M 1,219,459 -1,606,207 -57%
Charles Schwab
7
Charles Schwab
California
$24.4M 948,640 +73,941 +8%
Millennium Management
8
Millennium Management
New York
$22.5M 876,629 -220,924 -20%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$20M 777,774 +112,855 +17%
Northern Trust
10
Northern Trust
Illinois
$18.8M 730,037 -10,497 -1%
Prudential Financial
11
Prudential Financial
New Jersey
$18.5M 720,096 +217,242 +43%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$14.7M 573,630 -20,691 -3%
RIM
13
Rush Island Management
New York
$14.6M 569,739 +26,300 +5%
SSA
14
Schonfeld Strategic Advisors
New York
$14.6M 566,405 -77,010 -12%
Mitsubishi UFJ Trust & Banking
15
Mitsubishi UFJ Trust & Banking
Japan
$14.4M 577,839 -156,690 -21%
Legal & General Group
16
Legal & General Group
United Kingdom
$13M 506,527 +422 +0.1%
CCM
17
Chilton Capital Management
Texas
$12.5M 483,412 -7,767 -2%
VLKIM
18
Van Lanschot Kempen Investment Management
Netherlands
$11.9M 463,276 +463,276 New
UBS AM
19
UBS AM
Illinois
$10.6M 413,439 +26,201 +7%
ECM
20
ExodusPoint Capital Management
New York
$9.8M 380,976 +85,406 +29%
ACM
21
Adelante Capital Management
California
$9.19M 357,262 +8,827 +3%
Allianz Asset Management
22
Allianz Asset Management
Germany
$8.49M 330,044 -55,047 -14%
Verition Fund Management
23
Verition Fund Management
Connecticut
$8.25M 320,799 +320,799 New
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$8.16M 317,532 +211,954 +201%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$7.76M 301,680 -17,726 -6%
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