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InvenTrust Properties
IVT

303 hedge funds and large institutions have $1.48B invested in InvenTrust Properties in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 101 increasing their positions, 81 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $565K | Put options by funds: $241K

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

39% more capital invested

Capital invested by funds: $1.07B → $1.48B (+$415M)

25% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 81

9% more funds holding

Funds holding: 279 → 303 (+24)

4.57% more ownership

Funds ownership: 63.41% → 67.98% (+4.6%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
303
Holders Change
+24
Holders Change %
+8.6%
% of All Funds
4.35%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
54
Increased
101
Reduced
81
Closed
28
Calls
$565K
Puts
$241K
Net Calls
+$324K
Net Calls Change
-$1.59M

Top Buyers

1
CIM
Centersquare Investment Management
Pennsylvania
+$34.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$30M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$25.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$22.4M
5
Principal Financial Group
Principal Financial Group
Iowa
+$20.5M

Top Sellers

1
RIM
Rush Island Management
New York
-$14.1M
2
Morgan Stanley
Morgan Stanley
New York
-$12.9M
3
SSA
Schonfeld Strategic Advisors
New York
-$10.7M
4
CCM
Chilton Capital Management
Texas
-$4.45M
5
SC
Savant Capital
Illinois
-$4.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$304M +$30M +1,081,967 +11%
BlackRock
2
BlackRock
New York
$198M +$6.89M +248,478 +4%
Principal Financial Group
3
Principal Financial Group
Iowa
$117M +$20.5M +738,784 +22%
State Street
4
State Street
Massachusetts
$70.9M -$814K -29,346 -1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$51.5M +$2.56M +92,367 +5%
Millennium Management
6
Millennium Management
New York
$45.9M +$17.2M +618,887 +62%
CIM
7
Centersquare Investment Management
Pennsylvania
$35.4M +$34.6M +1,248,411 New
Charles Schwab
8
Charles Schwab
California
$33.5M +$4.88M +175,838 +18%
Balyasny Asset Management
9
Balyasny Asset Management
Illinois
$33M +$22.4M +808,079 +227%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$25.6M +$25.3M +912,061 New
N
11
Nuveen
North Carolina
$25M +$12M +431,387 +97%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$23.6M +$504K +18,183 +2%
Northern Trust
13
Northern Trust
Illinois
$21M +$425K +15,323 +2%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$18.5M +$14M +504,471 +345%
Prudential Financial
15
Prudential Financial
New Jersey
$17.9M -$3.52M -126,822 -17%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$16.5M +$16M +578,028 +22,456%
JP Morgan Chase
17
JP Morgan Chase
New York
$15.7M +$983K +35,428 +7%
Verition Fund Management
18
Verition Fund Management
Connecticut
$14.8M +$3.01M +108,437 +26%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$14.8M +$964K +34,737 +7%
Mitsubishi UFJ Trust & Banking
20
Mitsubishi UFJ Trust & Banking
Japan
$14.8M -$176K -6,337 -1%
GCM
21
Ghisallo Capital Management
Massachusetts
$14.2M +$13.9M +500,000 New
ZP
22
Zimmer Partners
New York
$14.2M +$13.9M +500,000 New
ACM
23
Adelante Capital Management
California
$13.7M +$3.42M +123,318 +34%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$13.6M +$6.42M +231,503 +94%
Morgan Stanley
25
Morgan Stanley
New York
$13.5M -$12.9M -463,625 -49%
1
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IVT Hedge Fund Activity: Q3 2024 in Review

303 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q3 2024, worth a combined $1.48B — up 39% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IVT positions and 28 closed out — a net gain of 26 holders — while 101 added to existing stakes and 81 trimmed.

The largest buyer was Centersquare Investment Management, opening a new position worth an estimated $34.6M. The largest seller was Rush Island Management, exiting entirely with an estimated $14.1M sold.

  • 303 institutional investors held InvenTrust Properties (IVT) as of Q3 2024, up from 279 in Q2 2024.
  • Funds reported $1.48B of InvenTrust Properties stock for Q3 2024, up 39% quarter-over-quarter.
  • 54 funds opened new InvenTrust Properties positions in Q3 2024 and 28 closed out, a net change of +26 holders.
  • The largest InvenTrust Properties buyer in Q3 2024 was Centersquare Investment Management, an estimated $34.6M added.
  • The largest InvenTrust Properties seller in Q3 2024 was Rush Island Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2024.