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InvenTrust Properties (IVT) Institutional Ownership

InvenTrust Properties logo
$29.71 -1.14 (-3.70%)
(As of 12/18/2024 05:27 PM ET)

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

Current
Institutional Ownership
Percentage
61.70%
Number of
Institutional Buyers
(last 12 months)
95
Total
Institutional Inflows
(last 12 months)
$172.40M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$43.65M
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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
11/16/2024 Geode Capital Management LLC1,816,716$51.55M0.0%+5.4%2.355%
11/15/2024 Vestcor Inc3,665$104K0.0%N/A0.005%
11/15/2024 Barclays PLC109,027$3.09M0.0%+285.3%0.141%
11/15/2024 Nomura Asset Management Co. Ltd.94,560$2.68M0.0%+12.0%0.123%
11/15/2024 Y Intercept Hong Kong Ltd15,132$429K0.0%-60.5%0.020%
11/15/2024 XTX Topco Ltd7,678$218K0.0%N/A0.010%
11/15/2024 Zimmer Partners LP500,000$14.19M0.3%N/A0.648%
11/15/2024 Jane Street Group LLC110,067$3.12M0.0%+61.5%0.143%
11/15/2024 State Street Corp2,479,541$70.91M0.0%-1.2%3.215%
11/15/2024 Safe Harbor Fiduciary LLC10,574$300K0.3%N/A0.014%
11/15/2024 Quadrature Capital Ltd24,242$687K0.0%N/A0.031%
11/15/2024 Point72 Asset Management L.P.37,911$1.08M0.0%N/A0.049%
11/15/2024 Maven Securities LTD115,566$3.28M0.1%N/A0.150%
11/15/2024 Integrated Wealth Concepts LLC7,542$214K0.0%-29.0%0.010%
11/15/2024 Investmark Advisory Group LLC7,966$226K0.1%N/A0.010%
11/15/2024 Jacobs Levy Equity Management Inc.521,979$14.81M0.1%+7.1%0.677%
11/15/2024 HighTower Advisors LLC51,555$1.46M0.0%-32.4%0.067%
11/15/2024 Adelante Capital Management LLC363,945$10.33M0.5%+1.6%0.472%
11/14/2024 Arete Wealth Advisors LLC44,796$1.26M0.1%-9.8%0.058%
11/14/2024 Verition Fund Management LLC522,622$14.83M0.1%+26.2%0.678%
11/14/2024 Captrust Financial Advisors12,660$359K0.0%-19.7%0.016%
11/14/2024 Martingale Asset Management L P110,858$3.15M0.1%+57.2%0.144%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC462,879$13.13M0.0%+425.6%0.600%
11/14/2024 FORA Capital LLC21,974$623K0.1%N/A0.028%
11/14/2024 CreativeOne Wealth LLC7,462$212K0.0%-8.1%0.010%
11/13/2024 Quantbot Technologies LP14,420$409K0.0%N/A0.019%
11/13/2024 FMR LLC580,602$16.47M0.0%+22,456.4%0.753%
11/13/2024 The Manufacturers Life Insurance Company34,989$993K0.0%-1.8%0.045%
11/13/2024 Daiwa Securities Group Inc.25,365$720K0.0%+18.6%0.033%
11/12/2024 Algert Global LLC65,621$1.86M0.1%+28.9%0.085%
11/12/2024 Certified Advisory Corp16,958$481K0.1%-14.4%0.022%
11/12/2024 Eagle Asset Management Inc.216,832$6.71M0.0%+85.9%0.281%
11/12/2024 Charles Schwab Investment Management Inc.1,179,667$33.47M0.0%+17.5%1.529%
11/9/2024 Makena Capital Management LLC335,628$9.52M2.3%-2.2%0.435%
11/9/2024 Intech Investment Management LLC20,590$584K0.0%N/A0.027%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.7,659$217K0.0%N/A0.010%
11/8/2024 Jennison Associates LLC23,400$664K0.0%N/A0.030%
11/8/2024 Prospera Financial Services Inc17,234$489K0.0%-13.5%0.022%
11/7/2024 Quest Partners LLC33,801$959K0.1%-54.8%0.044%
11/7/2024 Thrivent Financial for Lutherans69,784$1.98M0.0%N/A0.090%
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11/6/2024 Signature Estate & Investment Advisors LLC13,723$389K0.0%+6.9%0.018%
11/5/2024 Prime Capital Investment Advisors LLC44,102$1.25M0.0%-5.2%0.057%
11/5/2024 Sumitomo Mitsui Trust Group Inc.81,470$2.31M0.0%+6.8%0.106%
11/5/2024 OVERSEA CHINESE BANKING Corp Ltd40,067$1.14M0.0%-32.8%0.052%
11/5/2024 Harbour Investments Inc.12,662$359K0.0%-5.7%0.016%
11/4/2024 Wolverine Asset Management LLC18,227$517K0.0%-66.1%0.024%
11/4/2024 State of New Jersey Common Pension Fund D68,898$1.96M0.0%-9.2%0.089%
11/4/2024 Sigma Planning Corp8,969$254K0.0%-26.4%0.012%
10/31/2024 Principal Financial Group Inc.4,117,296$116.81M0.1%+21.9%6.061%
10/31/2024 Concurrent Investment Advisors LLC11,511$327K0.0%N/A0.017%
10/30/2024 Asset Management One Co. Ltd.155,058$4.40M0.0%+4.2%0.228%
10/29/2024 Van 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%
10/28/2024 US Bancorp DE3,810$108K0.0%+39.8%0.006%
10/25/2024 Creekmur Asset Management LLC1,617$46K0.0%+96.7%0.002%
10/25/2024 Farmers & Merchants Investments Inc.942$27K0.0%N/A0.001%
10/25/2024 abrdn plc13,987$397K0.0%+12.7%0.021%
10/24/2024 Nisa Investment Advisors LLC18,544$531K0.0%-16.2%0.027%
10/24/2024 Vanderbilt University26,165$742K0.1%N/A0.039%
10/24/2024 J.W. Cole Advisors Inc.7,315$208K0.0%-19.4%0.011%
10/24/2024 State 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%
10/23/2024 Mirae Asset Global Investments Co. Ltd.2,634$75K0.0%+34.9%0.004%
10/23/2024 Allworth 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%
10/16/2024 Seven Grand Managers LLC126,000$3.58M0.8%N/A0.186%
10/11/2024 Creative Planning38,175$1.08M0.0%-6.6%0.056%
10/11/2024 VitalStone Financial LLC4,509$128K0.1%-23.2%0.007%
10/10/2024 Koshinski Asset Management Inc.28,817$818K0.1%-22.1%0.042%
10/8/2024 CWM LLC9,022$256K0.0%+9.3%0.013%
10/5/2024 Handelsbanken Fonder AB22,200$630K0.0%+36.2%0.033%
10/3/2024 SG Americas Securities LLC14,468$410K0.0%N/A0.021%
8/21/2024 Truist Financial Corp47,513$1.18M0.0%-1.0%0.070%
8/16/2024 Creative Planning40,862$1.01M0.0%+6.1%0.060%
8/16/2024 Algert Global LLC50,911$1.26M0.0%+15.5%0.075%
8/15/2024 Susquehanna Portfolio Strategies LLC8,423$209K0.0%-49.1%0.012%
8/15/2024Susquehanna Fundamental Investments LLC31,488$780K0.0%+9.8%0.046%
8/15/2024 Makena Capital Management LLC343,038$8.49M2.0%+28.6%0.505%
8/15/2024 The Manufacturers Life Insurance Company35,648$883K0.0%+4.6%0.053%
8/15/2024 Millennium Management LLC998,877$24.73M0.0%+13.9%1.472%
8/15/2024 Dark Forest Capital Management LP22,063$546K0.1%-4.5%0.033%
8/15/2024 Deerfield Management Company L.P. Series C17,390$431K0.0%+20.2%0.026%
8/14/2024 Marshall Wace LLP75,499$1.87M0.0%-49.3%0.111%
8/14/2024 Magnetar Financial LLC8,454$209K0.0%N/A0.012%
8/14/2024 Certified Advisory Corp19,818$491K0.1%-13.0%0.029%
8/14/2024 ProShare Advisors LLC9,113$226K0.0%-25.4%0.013%
8/13/2024 AE Wealth Management LLC17,368$430K0.0%+97.4%0.026%
8/12/2024 Hsbc Holdings PLC90,071$2.22M0.0%+7.8%0.133%
8/9/2024 Renaissance Technologies LLC122,200$3.03M0.0%+47.1%0.180%
8/9/2024 Dimensional Fund Advisors LP812,825$20.13M0.0%+4.5%1.198%
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8/8/2024 J.W. Cole Advisors Inc.9,071$225K0.0%-10.7%0.013%
8/8/2024 Envestnet Asset Management Inc.214,757$5.32M0.0%+11.0%0.316%
8/8/2024 Executive Wealth Management LLC9,703$240K0.0%+4.3%0.014%
8/8/2024 American Century Companies Inc.24,255$601K0.0%+8.0%0.036%
8/8/2024 State of New Jersey Common Pension Fund D75,904$1.88M0.0%-32.4%0.112%
8/7/2024 Daiwa Securities Group Inc.21,393$530K0.0%-2.6%0.032%
8/6/2024 Quest Partners LLC74,809$1.85M0.3%+221.6%0.110%
8/6/2024 Savant Capital LLC179,535$4.45M0.0%N/A0.265%
8/5/2024 Arizona State Retirement System18,982$470K0.0%+2.3%0.028%
8/2/2024 Wolverine Asset Management LLC53,744$1.33M0.0%+232.6%0.079%
(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, 219 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 167 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. ($2.10M), 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 10,314,964 shares in the last 24 months. This purchase volume represents approximately $264.52M in transactions.

Which InvenTrust Properties major shareholders have been selling company stock?

Of the 123 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), 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), Charles Schwab Investment Management Inc. ($98.56K), and Strs Ohio ($87.96K).

How much institutional selling is happening at InvenTrust Properties?

Institutional investors have sold a total of 3,381,015 shares in the last 24 months. This volume of shares sold represents approximately $83.15M in transactions.



This page (NYSE:IVT) was last updated on 12/19/2024 by MarketBeat.com Staff
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