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InvenTrust Properties
IVT

Overview Fund Activity

276 hedge funds and large institutions have $1.07B invested in InvenTrust Properties in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 91 reducing their positions, and 36 closing their positions.

Holders
276
Holders Change
-12
Holders Change %
-4.17%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
28
Increased
106
Reduced
91
Closed
36
Calls
$2.02M
Puts
$104K
Net Calls
+$1.92M
Net Calls Change
-$606K

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$83.7M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$12.1M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$11.1M
4
SC
4
Savant Capital
Illinois
$4.45M
5
BlackRock
5
BlackRock
New York
$167M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$2.18M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.3M
3
ECM
3
ExodusPoint Capital Management
New York
$2.74M
4
VLKIM
4
Van Lanschot Kempen Investment Management
Netherlands
$5.31M
5
SSA
5
Schonfeld Strategic Advisors
New York
$9.85M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$238M 9,619,904 +31,712 +0.3%
BlackRock
2
BlackRock
New York
$167M 6,740,609 +154,961 +2%
Principal Financial Group
3
Principal Financial Group
Iowa
$83.7M 3,378,512 +706,437 +26%
State Street
4
State Street
Massachusetts
$62.7M 2,508,887 +10,127 +0.4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$42.7M 1,724,349 +80,149 +5%
Charles Schwab
6
Charles Schwab
California
$24.9M 1,003,829 +55,189 +6%
Millennium Management
7
Millennium Management
New York
$24.7M 998,877 +122,248 +14%
Morgan Stanley
8
Morgan Stanley
New York
$23.3M 940,044 -279,415 -23%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$20.1M 812,825 +35,051 +5%
Prudential Financial
10
Prudential Financial
New Jersey
$18.8M 757,700 +37,604 +5%
Northern Trust
11
Northern Trust
Illinois
$17.9M 723,679 -6,358 -0.9%
RIM
12
Rush Island Management
New York
$14.1M 569,739 – –
Mitsubishi UFJ Trust & Banking
13
Mitsubishi UFJ Trust & Banking
Japan
$13M 526,564 -51,275 -9%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$12.8M 517,346 -56,284 -10%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$12.1M 487,242 +473,179 +3,365%
CCM
16
Chilton Capital Management
Texas
$11.3M 452,468 -30,944 -6%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$11.1M 446,923 +253,735 +131%
Legal & General Group
18
Legal & General Group
United Kingdom
$10.9M 441,807 -64,720 -13%
Verition Fund Management
19
Verition Fund Management
Connecticut
$10.3M 414,185 +93,386 +29%
SSA
20
Schonfeld Strategic Advisors
New York
$9.85M 397,834 -168,571 -30%
ACM
21
Adelante Capital Management
California
$8.87M 358,119 +857 +0.2%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$8.8M 355,594 +38,062 +12%
MCM
23
Makena Capital Management
California
$8.49M 343,038 +76,316 +29%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$8.11M 327,598 +25,918 +9%
Allianz Asset Management
25
Allianz Asset Management
Germany
$7.2M 290,695 -39,349 -12%
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