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InvenTrust Properties (IVT) Institutional Ownership

$26.53
+0.02 (+0.08%)
(As of 12:47 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)
92
Total
Institutional Inflows
(last 12 months)
$79.61M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$42.89M
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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
7/16/2024Wealth Enhancement Advisory Services LLC28,633$709K0.0%+80.5%0.042%
7/9/2024 Harbor Capital Advisors Inc.47,611$1.18M0.1%+108.6%0.070%
6/24/2024Lazari Capital Management Inc.9,609$247K0.1%-4.7%0.014%
5/24/2024Cetera Advisors LLC23,429$602K0.0%+14.3%0.035%
5/17/2024Investmark Advisory Group LLC8,406$216K0.1%-5.4%0.012%
5/17/2024Beacon Capital Management LLC2,970$76K0.0%-25.4%0.004%
5/16/2024California State Teachers Retirement System67,581$1.74M0.0%-5.3%0.100%
5/16/2024Jacobs Levy Equity Management Inc.14,063$362K0.0%N/A0.021%
5/15/2024Public Employees Retirement System of Ohio11,048$284K0.0%N/A0.016%
5/15/2024Price T Rowe Associates Inc. MD34,622$891K0.0%+12.2%0.051%
5/14/2024EntryPoint Capital LLC4,077$105K0.1%+899.3%0.006%
5/14/2024CANADA LIFE ASSURANCE Co28,975$745K0.0%+2.0%0.043%
5/10/2024Vanguard Group Inc.9,588,192$246.51M0.0%+1.0%14.126%
5/10/2024Mitsubishi UFJ Trust & Banking Corp577,839$14.41M0.0%-21.3%0.851%
5/9/2024Koshinski Asset Management Inc.41,463$1.07M0.1%-14.1%0.061%
5/8/2024ProShare Advisors LLC12,223$314K0.0%+8.5%0.018%
5/8/2024Russell Investments Group Ltd.7,365$189K0.0%+4,944.5%0.011%
5/7/2024Sei Investments Co.31,310$805K0.0%-42.6%0.046%
5/7/2024Chilton 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%
5/7/2024SG Americas Securities LLC8,110$209K0.0%-77.6%0.012%
5/6/2024Quantbot Technologies LP20,983$539K0.0%+38.1%0.031%
5/6/2024VitalStone Financial LLC5,869$151K0.1%-24.0%0.009%
5/4/2024Geneos Wealth Management Inc.15,800$406K0.0%-3.8%0.023%
5/2/2024Daiwa Securities Group Inc.21,958$565K0.0%+6.6%0.032%
5/1/2024Mirae Asset Global Investments Co. Ltd.31,571$812K0.0%-3.5%0.047%
5/1/2024Private Advisor Group LLC14,526$373K0.0%-5.1%0.021%
4/30/2024J.W. Cole Advisors Inc.10,157$261K0.0%-8.3%0.015%
4/30/2024Perigon Wealth Management LLC12,572$323K0.0%-11.5%0.019%
4/29/2024Commonwealth Equity Services LLC231,300$5.95M0.0%+8.0%0.341%
4/29/2024Principal Financial Group Inc.2,672,075$68.70M0.0%+17.0%3.941%
4/25/2024Cambridge Investment Research Advisors Inc.103,397$2.56M0.0%-5.6%0.152%
4/22/2024PFG Investments LLC9,072$233K0.0%N/A0.013%
4/19/2024Wealthstar Advisors LLC10,715$275K0.1%-3.9%0.016%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.74,749$1.92M0.0%-5.9%0.110%
4/16/2024Calton & Associates Inc.29,354$755K0.4%-4.1%0.043%
4/15/2024Brookstone Capital Management8,541$220K0.0%-15.2%0.013%
4/11/2024International 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%
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3/26/2024HighPoint Advisor Group LLC46,583$1.14M0.1%N/A0.069%
3/25/2024Quadrature Capital Ltd13,277$337K0.0%N/A0.020%
3/11/2024Vanguard 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%
2/26/2024Centaurus Financial Inc.5,211$132K0.0%-24.9%0.008%
2/14/2024VitalStone Financial LLC7,721$196K0.2%+10.0%0.011%
2/14/2024HGI Capital Management LLC156,109$3.96M4.5%-21.1%0.231%
2/14/2024Third Avenue Management LLC415,675$10.53M1.7%-3.9%0.616%
2/12/2024Makena Capital Management LLC253,650$6.43M1.5%N/A0.376%
2/12/2024Allianz Asset Management GmbH385,091$9.76M0.0%-18.1%0.570%
2/12/2024Madden Advisory Services Inc.8,173$207K0.1%N/A0.012%
2/12/2024Hsbc Holdings PLC47,831$1.21M0.0%+9.2%0.071%
2/9/2024Nomura Asset Management Co. Ltd.75,980$1.93M0.0%+1.3%0.113%
2/9/2024Cambridge Investment Research Advisors Inc.109,538$2.71M0.0%-13.9%0.162%
2/9/2024Allstate Corp24,848$630K0.0%-60.1%0.037%
2/9/2024Certified Advisory Corp29,046$736K0.1%-10.1%0.043%
2/9/2024Quest Partners LLC40,023$1.01M0.2%N/A0.059%
2/8/2024Beacon Pointe Advisors LLC48,370$1.23M0.0%-6.3%0.072%
2/7/2024Principal Financial Group Inc.2,284,678$57.89M0.0%-14.3%3.383%
2/7/2024Jump Financial LLC18,156$460K0.0%N/A0.027%
2/7/2024Teacher Retirement System of Texas12,257$311K0.0%-53.0%0.018%
2/7/2024Mesirow Institutional Investment Management Inc.413,022$10.47M1.0%-0.2%0.612%
2/7/2024Calton & Associates Inc.30,611$776K0.3%N/A0.045%
2/7/2024Principal Securities Inc.1,115$28K0.0%N/A0.002%
2/6/2024Charles Schwab Investment Management Inc.874,699$22.17M0.0%+2.0%1.295%
2/6/2024Lincoln National Corp24,533$622K0.0%-4.9%0.036%
2/6/2024Amalgamated Bank5,960$151K0.0%-10.4%0.009%
2/6/2024Swiss National Bank133,100$3.37M0.0%-10.3%0.197%
2/5/2024Victory Capital Management Inc.9,071$230K0.0%N/A0.013%
2/5/2024Van ECK Associates Corp9,529$241K0.0%+19.7%0.014%
2/2/2024Truist Financial Corp48,095$1.22M0.0%-9.7%0.071%
2/2/2024Atria Wealth Solutions Inc.36,423$926K0.0%-16.8%0.054%
2/1/2024Wolverine Asset Management LLC28,613$725K0.0%+2,203.8%0.042%
2/1/2024New York State Common Retirement Fund24,400$618K0.0%-14.0%0.036%
2/1/2024Sigma Planning Corp8,684$220K0.0%-53.3%0.013%
2/1/2024Handelsbanken Fonder AB15,700$398K0.0%N/A0.023%
2/1/2024 CWM LLC12,007$304K0.0%-7.7%0.018%
2/1/2024OVERSEA CHINESE BANKING Corp Ltd59,600$1.51M0.1%-9.0%0.088%
1/31/2024abrdn plc12,494$317K0.0%-9.1%0.019%
1/31/2024Oliver Lagore Vanvalin Investment Group2,656$67K0.0%-38.7%0.004%
1/31/2024Daiwa Securities Group Inc.20,590$522K0.0%-4.6%0.030%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank28,905$732K0.0%+10.4%0.043%
1/30/2024Strs Ohio13,900$352K0.0%-3.5%0.021%
1/30/2024Sumitomo Mitsui Trust Holdings Inc.79,477$2.01M0.0%+9.6%0.118%
1/29/2024Koshinski Asset Management Inc.48,266$1.22M0.2%+10.4%0.071%
1/29/2024Tennessee Valley Asset Management Partners9,952$252K0.1%N/A0.015%
1/29/2024Perigon Wealth Management LLC14,213$360K0.0%-6.3%0.021%
1/26/2024Cerity Partners LLC12,886$327K0.0%N/A0.019%
1/26/2024Geneos Wealth Management Inc.16,432$416K0.0%-3.1%0.024%
1/25/2024International Assets Investment Management LLC29,876$757K0.0%N/A0.044%
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1/25/2024Nisa Investment Advisors LLC22,034$558K0.0%-10.3%0.033%
1/24/2024Mirae Asset Global Investments Co. Ltd.32,704$829K0.0%+4.6%0.048%
1/24/2024Stratos Wealth Partners LTD.9,216$234K0.0%+8.2%0.014%
1/24/2024LDR Capital Management LLC53,091$1.35M0.8%-26.6%0.079%
1/24/2024Prime Capital Investment Advisors LLC54,824$1.39M0.0%-8.8%0.081%
1/24/2024Allworth Financial LP8,103$205K0.0%+8.1%0.012%
1/24/2024International Assets Investment Management LLC29,876$757K0.0%N/A0.044%
1/24/2024Asset 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%
1/18/2024Chilton Capital Management LLC491,179$12.51M0.6%-2.1%0.727%
(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, 199 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 157 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 6,815,049 shares in the last 24 months. This purchase volume represents approximately $164.03M 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 5,457,376 shares in the last 24 months. This volume of shares sold represents approximately $135.94M in transactions.


This page (NYSE:IVT) was last updated on 7/17/2024 by MarketBeat.com Staff

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