InvenTrust Properties (IVT) Institutional Ownership

$25.26
0.00 (0.00%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for InvenTrust Properties (NYSE:IVT)

Current
Institutional Ownership
Percentage
61.70%
Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$79.54M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$44.67M
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IVT Institutional Buying and Selling by Quarter

InvenTrust Properties Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024Investmark Advisory Group LLC8,406$216K0.1%-5.4%0.012%
5/17/2024 Beacon Capital Management LLC2,970$76K0.0%-25.4%0.004%
5/16/2024 California State Teachers Retirement System67,581$1.74M0.0%-5.3%0.100%
5/16/2024 Jacobs Levy Equity Management Inc.14,063$362K0.0%N/A0.021%
5/15/2024 Public Employees Retirement System of Ohio11,048$284K0.0%N/A0.016%
5/15/2024 Price T Rowe Associates Inc. MD34,622$891K0.0%+12.2%0.051%
5/14/2024 EntryPoint Capital LLC4,077$105K0.1%+899.3%0.006%
5/14/2024 CANADA LIFE ASSURANCE Co28,975$745K0.0%+2.0%0.043%
5/10/2024 Vanguard Group Inc.9,588,192$246.51M0.0%+1.0%14.126%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp577,839$14.41M0.0%-21.3%0.851%
5/9/2024 Koshinski Asset Management Inc.41,463$1.07M0.1%-14.1%0.061%
5/8/2024 ProShare Advisors LLC12,223$314K0.0%+8.5%0.018%
5/8/2024 Russell Investments Group Ltd.7,365$189K0.0%+4,944.5%0.011%
5/7/2024 Sei Investments Co.31,310$805K0.0%-42.6%0.046%
5/7/2024 Chilton Capital Management LLC483,412$12.48M0.6%-1.6%0.712%
5/7/2024Susquehanna Fundamental Investments LLC28,666$737K0.0%N/A0.042%
5/7/2024Susquehanna Portfolio Strategies LLC16,543$425K0.0%-8.7%0.024%
5/7/2024 SG Americas Securities LLC8,110$209K0.0%-77.6%0.012%
5/6/2024 Quantbot Technologies LP20,983$539K0.0%+38.1%0.031%
5/6/2024 VitalStone Financial LLC5,869$151K0.1%-24.0%0.009%
5/4/2024 Geneos Wealth Management Inc.15,800$406K0.0%-3.8%0.023%
5/2/2024 Daiwa Securities Group Inc.21,958$565K0.0%+6.6%0.032%
5/1/2024 Mirae Asset Global Investments Co. Ltd.31,571$812K0.0%-3.5%0.047%
5/1/2024 Private Advisor Group LLC14,526$373K0.0%-5.1%0.021%
4/30/2024 J.W. Cole Advisors Inc.10,157$261K0.0%-8.3%0.015%
4/30/2024 Perigon Wealth Management LLC12,572$323K0.0%-11.5%0.019%
4/29/2024Commonwealth Equity Services LLC231,300$5.95M0.0%+8.0%0.341%
4/29/2024 Principal Financial Group Inc.2,672,075$68.70M0.0%+17.0%3.941%
4/25/2024 Cambridge Investment Research Advisors Inc.103,397$2.56M0.0%-5.6%0.152%
4/22/2024 PFG Investments LLC9,072$233K0.0%N/A0.013%
4/19/2024 Wealthstar Advisors LLC10,715$275K0.1%-3.9%0.016%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.74,749$1.92M0.0%-5.9%0.110%
4/16/2024 Calton & Associates Inc.29,354$755K0.4%-4.1%0.043%
4/15/2024 Brookstone Capital Management8,541$220K0.0%-15.2%0.013%
4/11/2024 International Assets Investment Management LLC11,776$294K0.0%-60.6%0.017%
4/10/2024 Park Avenue Securities LLC8,153$210K0.0%-6.0%0.012%
3/26/2024 HighPoint Advisor Group LLC46,583$1.14M0.1%N/A0.069%
3/25/2024 Quadrature Capital Ltd13,277$337K0.0%N/A0.020%
3/11/2024 Vanguard Group Inc.9,496,613$240.64M0.0%-0.4%14.005%
2/27/2024Lazari Capital Management Inc.10,082$255K0.1%-28.8%0.015%
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2/26/2024 Centaurus Financial Inc.5,211$132K0.0%-24.9%0.008%
2/14/2024 VitalStone Financial LLC7,721$196K0.2%+10.0%0.011%
2/14/2024 HGI Capital Management LLC156,109$3.96M4.5%-21.1%0.231%
2/14/2024 Third Avenue Management LLC415,675$10.53M1.7%-3.9%0.616%
2/12/2024 Makena Capital Management LLC253,650$6.43M1.5%N/A0.376%
2/12/2024 Allianz Asset Management GmbH385,091$9.76M0.0%-18.1%0.570%
2/12/2024 Madden Advisory Services Inc.8,173$207K0.1%N/A0.012%
2/12/2024 Hsbc Holdings PLC47,831$1.21M0.0%+9.2%0.071%
2/9/2024 Nomura Asset Management Co. Ltd.75,980$1.93M0.0%+1.3%0.113%
2/9/2024 Cambridge Investment Research Advisors Inc.109,538$2.71M0.0%-13.9%0.162%
2/9/2024 Allstate Corp24,848$630K0.0%-60.1%0.037%
2/9/2024 Certified Advisory Corp29,046$736K0.1%-10.1%0.043%
2/9/2024 Quest Partners LLC40,023$1.01M0.2%N/A0.059%
2/8/2024 Beacon Pointe Advisors LLC48,370$1.23M0.0%-6.3%0.072%
2/7/2024 Principal Financial Group Inc.2,284,678$57.89M0.0%-14.3%3.383%
2/7/2024 Jump Financial LLC18,156$460K0.0%N/A0.027%
2/7/2024 Teacher Retirement System of Texas12,257$311K0.0%-53.0%0.018%
2/7/2024 Mesirow Institutional Investment Management Inc.413,022$10.47M1.0%-0.2%0.612%
2/7/2024 Calton & Associates Inc.30,611$776K0.3%N/A0.045%
2/7/2024 Principal Securities Inc.1,115$28K0.0%N/A0.002%
2/6/2024 Charles Schwab Investment Management Inc.874,699$22.17M0.0%+2.0%1.295%
2/6/2024 Lincoln National Corp24,533$622K0.0%-4.9%0.036%
2/6/2024 Amalgamated Bank5,960$151K0.0%-10.4%0.009%
2/6/2024 Swiss National Bank133,100$3.37M0.0%-10.3%0.197%
2/5/2024 Victory Capital Management Inc.9,071$230K0.0%N/A0.013%
2/5/2024 Van ECK Associates Corp9,529$241K0.0%+19.7%0.014%
2/2/2024 Truist Financial Corp48,095$1.22M0.0%-9.7%0.071%
2/2/2024 Atria Wealth Solutions Inc.36,423$926K0.0%-16.8%0.054%
2/1/2024 Wolverine Asset Management LLC28,613$725K0.0%+2,203.8%0.042%
2/1/2024 New York State Common Retirement Fund24,400$618K0.0%-14.0%0.036%
2/1/2024 Sigma Planning Corp8,684$220K0.0%-53.3%0.013%
2/1/2024 Handelsbanken Fonder AB15,700$398K0.0%N/A0.023%
2/1/2024 CWM LLC12,007$304K0.0%-7.7%0.018%
2/1/2024 OVERSEA CHINESE BANKING Corp Ltd59,600$1.51M0.1%-9.0%0.088%
1/31/2024 abrdn plc12,494$317K0.0%-9.1%0.019%
1/31/2024 Oliver Lagore Vanvalin Investment Group2,656$67K0.0%-38.7%0.004%
1/31/2024 Daiwa Securities Group Inc.20,590$522K0.0%-4.6%0.030%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank28,905$732K0.0%+10.4%0.043%
1/30/2024 Strs Ohio13,900$352K0.0%-3.5%0.021%
1/30/2024 Sumitomo Mitsui Trust Holdings Inc.79,477$2.01M0.0%+9.6%0.118%
1/29/2024 Koshinski Asset Management Inc.48,266$1.22M0.2%+10.4%0.071%
1/29/2024 Tennessee Valley Asset Management Partners9,952$252K0.1%N/A0.015%
1/29/2024 Perigon Wealth Management LLC14,213$360K0.0%-6.3%0.021%
1/26/2024 Cerity Partners LLC12,886$327K0.0%N/A0.019%
1/26/2024 Geneos Wealth Management Inc.16,432$416K0.0%-3.1%0.024%
1/25/2024 International Assets Investment Management LLC29,876$757K0.0%N/A0.044%
1/25/2024 Nisa Investment Advisors LLC22,034$558K0.0%-10.3%0.033%
1/24/2024 Mirae Asset Global Investments Co. Ltd.32,704$829K0.0%+4.6%0.048%
1/24/2024 Stratos Wealth Partners LTD.9,216$234K0.0%+8.2%0.014%
1/24/2024 LDR Capital Management LLC53,091$1.35M0.8%-26.6%0.079%
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America’s Most Shocking Financial Story… Behind closed doors in D.C., there is a dark political and economic plot underway. That’s why if you have any savings in the bank or own any assets you want to protect, you must watch this new documentary before it’s too late.

You can stream it for free right here.
1/24/2024 Prime Capital Investment Advisors LLC54,824$1.39M0.0%-8.8%0.081%
1/24/2024 Allworth Financial LP8,103$205K0.0%+8.1%0.012%
1/24/2024 International Assets Investment Management LLC29,876$757K0.0%N/A0.044%
1/24/2024 Asset Management One Co. Ltd.148,412$3.83M0.0%+41.5%0.220%
1/19/2024 Great Waters Wealth Management34,482$865K0.2%-1.6%0.051%
1/18/2024 Chilton Capital Management LLC491,179$12.51M0.6%-2.1%0.727%
1/18/2024 Gradient Investments LLC3,258$83K0.0%-22.1%0.005%
1/18/2024 McGlone Suttner Wealth Management Inc.1,330$34K0.0%N/A0.002%
1/16/2024 Raymond James Financial Services Advisors Inc.40,957$1.04M0.0%-3.5%0.061%
1/16/2024 Raymond James & Associates8,651$219K0.0%-32.6%0.013%
(Data available from 1/1/2016 forward)

IVT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVT shares?

During the previous two years, 204 institutional investors and hedge funds held shares of InvenTrust Properties. The most heavily invested institutionals were Vanguard Group Inc. ($246.51M), Principal Financial Group Inc. ($68.70M), Charles Schwab Investment Management Inc. ($22.17M), Northern Trust Corp ($19.75M), V3 Capital Management L.P. ($16.23M), Schonfeld Strategic Advisors LLC ($15.50M), and Mitsubishi UFJ Trust & Banking Corp ($14.41M).Learn more on IVT's institutional investors.

What percentage of InvenTrust Properties stock is owned by institutional investors?

61.70% of InvenTrust Properties stock is owned by institutional investors. Learn more on IVT's institutional investor holdings.

Which institutional investors have been buying InvenTrust Properties stock?

Of the 166 institutional investors that purchased InvenTrust Properties stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: V3 Capital Management L.P. ($693.53K), Principal Financial Group Inc. ($653.68K), Schonfeld Strategic Advisors LLC ($650.80K), Mesirow Institutional Investment Management Inc. ($413.89K), Makena Capital Management LLC ($253.65K), Guggenheim Capital LLC ($208.00K), and ExodusPoint Capital Management LP ($191.61K).

How much institutional buying is happening at InvenTrust Properties?

Institutional investors have bought a total of 6,891,335 shares in the last 24 months. This purchase volume represents approximately $166.20M in transactions.

Which InvenTrust Properties major shareholders have been selling company stock?

Of the 118 institutional investors that sold InvenTrust Properties stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Principal Financial Group Inc. ($3.03M), Mitsubishi UFJ Trust & Banking Corp ($491.50K), Executive Wealth Management LLC ($128.56K), Commonwealth Equity Services LLC ($107.49K), Charles Schwab Investment Management Inc. ($98.56K), Strs Ohio ($87.96K), and Envestnet Asset Management Inc. ($85.90K).

How much institutional selling is happening at InvenTrust Properties?

Institutional investors have sold a total of 5,483,207 shares in the last 24 months. This volume of shares sold represents approximately $136.61M in transactions.


This page (NYSE:IVT) was last updated on 5/19/2024 by MarketBeat.com Staff

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