InvenTrust Properties (IVT) Institutional Ownership

$25.17
+0.18 (+0.72%)
(As of 05/9/2024 ET)

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

Current
Institutional Ownership
Percentage
61.70%
Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$100.46M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$43.16M
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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
5/9/2024Koshinski 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%
5/7/2024 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%
3/26/2024HighPoint 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%
2/14/2024 VitalStone 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%
2/12/2024 Madden 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%
2/9/2024 Cambridge Investment Research Advisors Inc.109,538$2.71M0.0%-13.9%0.162%
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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%
2/7/2024 Principal Financial Group Inc.2,284,678$57.89M0.0%-14.3%3.383%
2/7/2024Jump Financial LLC18,156$460K0.0%N/A0.027%
2/7/2024 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%
2/7/2024Principal 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%
2/6/2024 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%
2/2/2024Truist 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%
2/1/2024 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%
2/1/2024Handelsbanken 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%
1/31/2024 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%
1/30/2024Strs 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%
1/29/2024Koshinski 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%
1/26/2024Cerity 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%
1/24/2024Prime 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%
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1/16/2024 Wealthstar Advisors LLC11,150$283K0.0%-13.2%0.017%
1/12/2024 SG Americas Securities LLC36,218$918K0.0%+22.6%0.054%
1/12/2024 Cedar Brook Financial Partners LLC19,236$486K0.1%-9.1%0.028%
1/11/2024 Brookstone Capital Management10,076$255K0.0%-8.1%0.015%
1/9/2024Beacon Capital Management LLC3,983$95K0.0%-16.7%0.006%
1/8/2024Harbor Capital Advisors Inc.45,614$1.16M0.2%+12.9%0.068%
12/18/2023Vanguard Group Inc.9,536,627$227.07M0.0%+0.3%14.122%
11/16/2023 VitalStone Financial LLC7,020$172K0.1%+2,093.8%0.010%
11/16/2023Harbour Investments Inc.14,414$343K0.0%+30.5%0.021%
11/15/2023Third Avenue Management LLC432,420$10.30M1.7%-0.1%0.640%
(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, 211 institutional investors and hedge funds held shares of InvenTrust Properties. The most heavily invested institutionals were Vanguard Group Inc. ($240.64M), Principal Financial Group Inc. ($68.70M), Waterfront Capital Partners LLC ($29.71M), Charles Schwab Investment Management Inc. ($22.17M), Northern Trust Corp ($19.75M), V3 Capital Management L.P. ($16.23M), and Mitsubishi UFJ Trust & Banking Corp ($16.13M).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 180 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. ($5.76M), Mitsubishi UFJ Trust & Banking Corp ($1.01M), Waterfront Capital Partners LLC ($965.25K), V3 Capital Management L.P. ($693.53K), Schonfeld Strategic Advisors LLC ($650.80K), Mesirow Institutional Investment Management Inc. ($413.89K), and Makena Capital Management LLC ($253.65K).

How much institutional buying is happening at InvenTrust Properties?

Institutional investors have bought a total of 14,709,276 shares in the last 24 months. This purchase volume represents approximately $407.47M 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 ($334.81K), 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 5,321,241 shares in the last 24 months. This volume of shares sold represents approximately $132.44M in transactions.


This page (NYSE:IVT) was last updated on 5/9/2024 by MarketBeat.com Staff

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