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InvenTrust Properties
IVT

307 hedge funds and large institutions have $2.43B invested in InvenTrust Properties in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $359K | Put options by funds: $163K

64% more capital invested

Capital invested by funds: $1.48B → $2.43B (+$951M)

46% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 83

25% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 40

2.09% more ownership

Funds ownership: 67.98% → 70.07% (+2.1%)

1% more funds holding

Funds holding: 303 → 307 (+4)

Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
4.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
50
Increased
121
Reduced
83
Closed
40
Calls
$359K
Puts
$163K
Net Calls
+$196K
Net Calls Change
-$128K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$25.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.4M
3
BlackRock
BlackRock
New York
+$20.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$14.9M
5
N
Nuveen
North Carolina
+$9.49M

Top Sellers

1
GCM
Ghisallo Capital Management
Massachusetts
-$12M
2
CIM
Centersquare Investment Management
Pennsylvania
-$11.1M
3
UBS AM
UBS AM
Illinois
-$10.7M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$9.08M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$8.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$805M -$63.2K -2,099 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$323M +$689K +22,901 +0.2%
BlackRock
3
BlackRock
New York
$231M +$20.1M +669,619 +10%
Principal Financial Group
4
Principal Financial Group
Iowa
$131M +$7.38M +245,343 +6%
State Street
5
State Street
Massachusetts
$82.2M +$6.87M +228,275 +9%
Millennium Management
6
Millennium Management
New York
$74M +$25.3M +839,541 +52%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$58.4M +$3.61M +120,014 +7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$40.9M +$23.4M +777,876 +134%
Charles Schwab
9
Charles Schwab
California
$38.5M +$2.96M +98,366 +8%
N
10
Nuveen
North Carolina
$36M +$9.49M +315,380 +36%
Northern Trust
11
Northern Trust
Illinois
$30.6M +$8.3M +275,737 +37%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$27.4M +$2.33M +77,299 +9%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$26.8M -$8.25M -274,289 -24%
CIM
14
Centersquare Investment Management
Pennsylvania
$26.5M -$11.1M -367,778 -29%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$26M -$1.09M -36,245 -4%
JP Morgan Chase
16
JP Morgan Chase
New York
$20.5M +$3.88M +128,848 +23%
Citadel Advisors
17
Citadel Advisors
Florida
$16.3M +$14.9M +496,744 +1,099%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$16M -$3.6M -119,521 -18%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$15.9M +$191K +6,340 +1%
Mitsubishi UFJ Trust & Banking
20
Mitsubishi UFJ Trust & Banking
Japan
$15.3M -$333K -11,081 -2%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$14.1M -$280K -9,303 -2%
Ameriprise
22
Ameriprise
Minnesota
$13.9M +$1.76M +58,557 +14%
ACM
23
Adelante Capital Management
California
$12.8M -$1.71M -56,668 -12%
Goldman Sachs
24
Goldman Sachs
New York
$12.6M +$3.61M +119,905 +40%
Legal & General Group
25
Legal & General Group
United Kingdom
$12.3M +$389K +12,921 +3%
1
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IVT Hedge Fund Activity: Q4 2024 in Review

307 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q4 2024, worth a combined $2.43B — up 64% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IVT positions and 40 closed out — a net gain of 10 holders — while 121 added to existing stakes and 83 trimmed.

The largest buyer was Millennium Management, adding an estimated $25.3M. The largest seller was Ghisallo Capital Management, cutting an estimated $12M.

  • 307 institutional investors held InvenTrust Properties (IVT) as of Q4 2024, up from 303 in Q3 2024.
  • Funds reported $2.43B of InvenTrust Properties stock for Q4 2024, up 64% quarter-over-quarter.
  • 50 funds opened new InvenTrust Properties positions in Q4 2024 and 40 closed out, a net change of +10 holders.
  • The largest InvenTrust Properties buyer in Q4 2024 was Millennium Management, an estimated $25.3M added.
  • The largest InvenTrust Properties seller in Q4 2024 was Ghisallo Capital Management, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2024.