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InvenTrust Properties (IVT) Institutional Ownership

InvenTrust Properties logo
$28.97 -0.31 (-1.07%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for InvenTrust Properties (NYSE:IVT)

Current
Institutional Ownership
Percentage
61.70%
Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$193.39M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$51.33M
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IVT Institutional Buying and Selling by Quarter

InvenTrust Properties Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/16/2025Koshinski Asset Management Inc.26,718$805K0.0%-7.3%0.035%
1/15/2025 Certified Advisory Corp15,694$473K0.1%-7.5%0.020%
1/14/2025 Shira Ridge Wealth Management18,569$559K0.3%-27.5%0.024%
1/10/2025 Harbor Capital Advisors Inc.47,329$1.43M0.1%+8.7%0.061%
1/10/2025 Wealth Enhancement Advisory Services LLC22,160$629K0.0%-1.6%0.029%
1/8/2025 International Assets Investment Management LLC8,442$251K0.0%-96.8%0.011%
12/26/2024JPMorgan Chase & Co.552,774$15.68M0.0%+6.8%0.717%
12/19/2024Principal Financial Group Inc.4,117,296$116.81M0.1%+21.9%5.338%
11/16/2024Geode Capital Management LLC1,816,716$51.55M0.0%+5.4%2.355%
11/15/2024Vestcor Inc3,665$104K0.0%N/A0.005%
11/15/2024Barclays PLC109,027$3.09M0.0%+285.3%0.141%
11/15/2024Nomura Asset Management Co. Ltd.94,560$2.68M0.0%+12.0%0.123%
11/15/2024Y Intercept Hong Kong Ltd15,132$429K0.0%-60.5%0.020%
11/15/2024XTX Topco Ltd7,678$218K0.0%N/A0.010%
11/15/2024Zimmer Partners LP500,000$14.19M0.3%N/A0.648%
11/15/2024Jane Street Group LLC110,067$3.12M0.0%+61.5%0.143%
11/15/2024State Street Corp2,479,541$70.91M0.0%-1.2%3.215%
11/15/2024Safe Harbor Fiduciary LLC10,574$300K0.3%N/A0.014%
11/15/2024Quadrature Capital Ltd24,242$687K0.0%N/A0.031%
11/15/2024Point72 Asset Management L.P.37,911$1.08M0.0%N/A0.049%
11/15/2024Maven Securities LTD115,566$3.28M0.1%N/A0.150%
11/15/2024Integrated Wealth Concepts LLC7,542$214K0.0%-29.0%0.010%
11/15/2024Investmark Advisory Group LLC7,966$226K0.1%N/A0.010%
11/15/2024Jacobs Levy Equity Management Inc.521,979$14.81M0.1%+7.1%0.677%
11/15/2024HighTower Advisors LLC51,555$1.46M0.0%-32.4%0.067%
11/15/2024Adelante Capital Management LLC363,945$10.33M0.5%+1.6%0.472%
11/14/2024Arete Wealth Advisors LLC44,796$1.26M0.1%-9.8%0.058%
11/14/2024Verition Fund Management LLC522,622$14.83M0.1%+26.2%0.678%
11/14/2024Captrust Financial Advisors12,660$359K0.0%-19.7%0.016%
11/14/2024Martingale Asset Management L P110,858$3.15M0.1%+57.2%0.144%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC462,879$13.13M0.0%+425.6%0.600%
11/14/2024FORA Capital LLC21,974$623K0.1%N/A0.028%
11/14/2024CreativeOne Wealth LLC7,462$212K0.0%-8.1%0.010%
11/13/2024Quantbot Technologies LP14,420$409K0.0%N/A0.019%
11/13/2024FMR LLC580,602$16.47M0.0%+22,456.4%0.753%
11/13/2024The Manufacturers Life Insurance Company34,989$993K0.0%-1.8%0.045%
11/13/2024Daiwa Securities Group Inc.25,365$720K0.0%+18.6%0.033%
11/12/2024Algert Global LLC65,621$1.86M0.1%+28.9%0.085%
11/12/2024 Certified Advisory Corp16,958$481K0.1%-14.4%0.022%
11/12/2024Eagle Asset Management Inc.216,832$6.71M0.0%+85.9%0.281%
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11/12/2024Charles Schwab Investment Management Inc.1,179,667$33.47M0.0%+17.5%1.529%
11/9/2024Makena Capital Management LLC335,628$9.52M2.3%-2.2%0.435%
11/9/2024Intech Investment Management LLC20,590$584K0.0%N/A0.027%
11/8/2024Connor Clark & Lunn Investment Management Ltd.7,659$217K0.0%N/A0.010%
11/8/2024Jennison Associates LLC23,400$664K0.0%N/A0.030%
11/8/2024Prospera Financial Services Inc17,234$489K0.0%-13.5%0.022%
11/7/2024Quest Partners LLC33,801$959K0.1%-54.8%0.044%
11/7/2024Thrivent Financial for Lutherans69,784$1.98M0.0%N/A0.090%
11/6/2024Signature Estate & Investment Advisors LLC13,723$389K0.0%+6.9%0.018%
11/5/2024Prime Capital Investment Advisors LLC44,102$1.25M0.0%-5.2%0.057%
11/5/2024Sumitomo Mitsui Trust Group Inc.81,470$2.31M0.0%+6.8%0.106%
11/5/2024OVERSEA CHINESE BANKING Corp Ltd40,067$1.14M0.0%-32.8%0.052%
11/5/2024Harbour Investments Inc.12,662$359K0.0%-5.7%0.016%
11/4/2024Wolverine Asset Management LLC18,227$517K0.0%-66.1%0.024%
11/4/2024State of New Jersey Common Pension Fund D68,898$1.96M0.0%-9.2%0.089%
11/4/2024Sigma Planning Corp8,969$254K0.0%-26.4%0.012%
10/31/2024Principal Financial Group Inc.4,117,296$116.81M0.1%+21.9%6.061%
10/31/2024Concurrent Investment Advisors LLC11,511$327K0.0%N/A0.017%
10/30/2024Asset Management One Co. Ltd.155,058$4.40M0.0%+4.2%0.228%
10/29/2024Van ECK Associates Corp11,711$345K0.0%+12.3%0.017%
10/29/2024 Harbor Capital Advisors Inc.43,546$1.24M0.1%-8.5%0.064%
10/28/2024US Bancorp DE3,810$108K0.0%+39.8%0.006%
10/25/2024Creekmur Asset Management LLC1,617$46K0.0%+96.7%0.002%
10/25/2024Farmers & Merchants Investments Inc.942$27K0.0%N/A0.001%
10/25/2024abrdn plc13,987$397K0.0%+12.7%0.021%
10/24/2024Nisa Investment Advisors LLC18,544$531K0.0%-16.2%0.027%
10/24/2024Vanderbilt University26,165$742K0.1%N/A0.039%
10/24/2024J.W. Cole Advisors Inc.7,315$208K0.0%-19.4%0.011%
10/24/2024State of Alaska Department of Revenue32,308$915K0.0%-1.2%0.048%
10/24/2024 Wealth Enhancement Advisory Services LLC22,516$639K0.0%-21.4%0.033%
10/23/2024Mirae Asset Global Investments Co. Ltd.2,634$75K0.0%+34.9%0.004%
10/23/2024Allworth Financial LP8,609$244K0.0%-23.1%0.013%
10/22/2024 International Assets Investment Management LLC261,657$7.42M0.0%+1,823.0%0.385%
10/16/2024Seven Grand Managers LLC126,000$3.58M0.8%N/A0.186%
10/11/2024Creative Planning38,175$1.08M0.0%-6.6%0.056%
10/11/2024VitalStone Financial LLC4,509$128K0.1%-23.2%0.007%
10/10/2024Koshinski Asset Management Inc.28,817$818K0.1%-22.1%0.042%
10/8/2024CWM LLC9,022$256K0.0%+9.3%0.013%
10/5/2024Handelsbanken Fonder AB22,200$630K0.0%+36.2%0.033%
10/3/2024SG Americas Securities LLC14,468$410K0.0%N/A0.021%
8/21/2024Truist Financial Corp47,513$1.18M0.0%-1.0%0.070%
8/16/2024Creative Planning40,862$1.01M0.0%+6.1%0.060%
8/16/2024Algert Global LLC50,911$1.26M0.0%+15.5%0.075%
8/15/2024Susquehanna Portfolio Strategies LLC8,423$209K0.0%-49.1%0.012%
8/15/2024Susquehanna Fundamental Investments LLC31,488$780K0.0%+9.8%0.046%
8/15/2024Makena Capital Management LLC343,038$8.49M2.0%+28.6%0.505%
8/15/2024The Manufacturers Life Insurance Company35,648$883K0.0%+4.6%0.053%
8/15/2024Millennium Management LLC998,877$24.73M0.0%+13.9%1.472%
8/15/2024Dark Forest Capital Management LP22,063$546K0.1%-4.5%0.033%
8/15/2024Deerfield Management Company L.P. Series C17,390$431K0.0%+20.2%0.026%
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8/14/2024Marshall Wace LLP75,499$1.87M0.0%-49.3%0.111%
8/14/2024Magnetar Financial LLC8,454$209K0.0%N/A0.012%
8/14/2024 Certified Advisory Corp19,818$491K0.1%-13.0%0.029%
8/14/2024ProShare Advisors LLC9,113$226K0.0%-25.4%0.013%
8/13/2024AE Wealth Management LLC17,368$430K0.0%+97.4%0.026%
8/12/2024Hsbc Holdings PLC90,071$2.22M0.0%+7.8%0.133%
8/9/2024Renaissance Technologies LLC122,200$3.03M0.0%+47.1%0.180%
8/9/2024Dimensional Fund Advisors LP812,825$20.13M0.0%+4.5%1.198%
8/8/2024J.W. Cole Advisors Inc.9,071$225K0.0%-10.7%0.013%
8/8/2024Envestnet Asset Management Inc.214,757$5.32M0.0%+11.0%0.316%
(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, 218 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. ($116.81M), State Street Corp ($70.91M), Geode Capital Management LLC ($51.55M), Charles Schwab Investment Management Inc. ($33.47M), Millennium Management LLC ($24.73M), and Dimensional Fund Advisors LP ($20.13M).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 164 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: Principal Financial Group Inc. ($2.84M), V3 Capital Management L.P. ($693.53K), Schonfeld Strategic Advisors LLC ($650.80K), FMR LLC ($578.03K), Zimmer Partners LP ($500K), Mesirow Institutional Investment Management Inc. ($413.89K), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($374.80K).

How much institutional buying is happening at InvenTrust Properties?

Institutional investors have bought a total of 11,049,204 shares in the last 24 months. This purchase volume represents approximately $285.54M in transactions.

Which InvenTrust Properties major shareholders have been selling company stock?

Of the 124 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. ($792.58K), International Assets Investment Management LLC ($271.32K), Van Lanschot Kempen Investment Management N.V. ($248.80K), Mitsubishi UFJ Trust & Banking Corp ($176.09K), Executive Wealth Management LLC ($127.23K), Commonwealth Equity Services LLC ($103.93K), and Charles Schwab Investment Management Inc. ($98.56K).

How much institutional selling is happening at InvenTrust Properties?

Institutional investors have sold a total of 3,641,440 shares in the last 24 months. This volume of shares sold represents approximately $91.02M in transactions.


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This page (NYSE:IVT) was last updated on 1/18/2025 by MarketBeat.com Staff
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