InvenTrust Properties
280 hedge funds and large institutions have $1.07B invested in InvenTrust Properties in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 92 reducing their positions, and 35 closing their positions.
1,845% more call options, than puts
Call options by funds: $2.02M | Put options by funds: $104K
16% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 92
0.99% more ownership
Funds ownership: 62.43% → 63.42% (+0.99%)
2% less capital invested
Capital invested by funds: $1.09B → $1.07B (-$21.4M)
3% less funds holding
Funds holding: 290 → 280 (-10)
17% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$17.5M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$11.7M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$6.28M |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
+$4.44M |
| 5 |
BlackRock
New York
|
+$3.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$8.05M |
| 2 |
Morgan Stanley
New York
|
-$6.91M |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
-$6.69M |
| 4 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
-$6.15M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$4.17M |
IVT Hedge Fund Activity: Q2 2024 in Review
280 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q2 2024, worth a combined $1.07B — down 2% from $1.09B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of IVT and 29 opened new positions — a net loss of 6 holders — while 92 trimmed existing stakes and 107 added.
The largest buyer was Principal Financial Group, adding an estimated $17.5M. The largest seller was UBS AM, cutting an estimated $8.05M.
- 280 institutional investors held InvenTrust Properties (IVT) as of Q2 2024, down from 290 in Q1 2024.
- Funds reported $1.07B of InvenTrust Properties stock for Q2 2024, down 2% quarter-over-quarter.
- 29 funds opened new InvenTrust Properties positions in Q2 2024 and 35 closed out, a net change of -6 holders.
- The largest InvenTrust Properties buyer in Q2 2024 was Principal Financial Group, an estimated $17.5M added.
- The largest InvenTrust Properties seller in Q2 2024 was UBS AM, an estimated $8.05M sold.
Based on aggregated 13F filings for Q2 2024.