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InvenTrust Properties
IVT

Overview Fund Activity

300 hedge funds and large institutions have $1.48B invested in InvenTrust Properties in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 27 closing their positions.

Holders
300
Holders Change
+24
Holders Change %
+8.7%
% of All Funds
4.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
101
Reduced
80
Closed
27
Calls
$565K
Puts
$241K
Net Calls
+$324K
Net Calls Change
-$1.6M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$35.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$304M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$25.6M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$33M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$117M

Top Sellers

1
RIM
1
Rush Island Management
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$13.5M
3
SSA
3
Schonfeld Strategic Advisors
New York
$309K
4
CCM
4
Chilton Capital Management
Texas
$8.34M
5
SC
5
Savant Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$304M 10,701,871 +1,081,967 +11%
BlackRock
2
BlackRock
New York
$198M 6,989,087 +248,478 +4%
Principal Financial Group
3
Principal Financial Group
Iowa
$117M 4,117,296 +738,784 +22%
State Street
4
State Street
Massachusetts
$70.9M 2,479,541 -29,346 -1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$51.5M 1,816,716 +92,367 +5%
Millennium Management
6
Millennium Management
New York
$45.9M 1,617,764 +618,887 +62%
CIM
7
Centersquare Investment Management
Pennsylvania
$35.4M 1,248,411 +1,248,411 New
Charles Schwab
8
Charles Schwab
California
$33.5M 1,179,667 +175,838 +18%
Balyasny Asset Management
9
Balyasny Asset Management
Illinois
$33M 1,163,673 +808,079 +227%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$25.6M 912,061 +912,061 New
Nuveen Asset Management
11
Nuveen Asset Management
Illinois
$25M 878,310 +431,387 +97%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$23.6M 831,008 +18,183 +2%
Northern Trust
13
Northern Trust
Illinois
$21M 739,002 +15,323 +2%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$18.5M 650,855 +504,471 +345%
Prudential Financial
15
Prudential Financial
New Jersey
$17.9M 630,878 -126,822 -17%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$16.5M 580,602 +578,028 +22,456%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$15.7M 552,774 +35,428 +7%
Verition Fund Management
18
Verition Fund Management
Connecticut
$14.8M 522,622 +108,437 +26%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$14.8M 521,979 +34,737 +7%
Mitsubishi UFJ Trust & Banking
20
Mitsubishi UFJ Trust & Banking
Japan
$14.8M 520,227 -6,337 -1%
GCM
21
Ghisallo Capital Management
Massachusetts
$14.2M 500,000 +500,000 New
ZP
22
Zimmer Partners
New York
$14.2M 500,000 +500,000 New
ACM
23
Adelante Capital Management
California
$13.7M 481,437 +123,318 +34%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$13.6M 478,057 +231,503 +94%
Morgan Stanley
25
Morgan Stanley
New York
$13.5M 476,419 -463,625 -49%
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