Stock Ideas
New
Stocks
Funds
Screener
Sectors
Watchlists
More
IVT - InvenTrust Properties Corp. Stock Price, Fair Value and News
24.98
USD
-0.11
(-0.44%)
Market Closed
Watchlist
Share
Stock
/
IVT
/
Funds-Owners-Holders
Which funds bought or sold IVT recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-03
VICTORY CAPITAL MANAGEMENT INC
REDUCED
Premium
Premium
Premium
Premium
8,892
2024-05-03
SIGNATUREFD, LLC
UNCHANGED
Premium
Premium
Premium
Premium
553
2024-05-03
Madden Advisory Services, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
8,173
2024-05-03
PrairieView Partners, LLC
NEW
Premium
Premium
Premium
Premium
229
2024-05-03
Geneos Wealth Management Inc.
REDUCED
Premium
Premium
Premium
Premium
15,800
2024-05-03
EMFO, LLC
UNCHANGED
Premium
Premium
Premium
Premium
1,000
2024-05-03
Householder Group Estate & Retirement Specialist, LLC
UNCHANGED
Premium
Premium
Premium
Premium
1,030
2024-05-02
Asset Management One Co., Ltd.
ADDED
Premium
Premium
Premium
Premium
179,339
2024-05-02
Sumitomo Mitsui DS Asset Management Company, Ltd
UNCHANGED
Premium
Premium
Premium
Premium
11,866
2024-05-02
Sigma Planning Corp
ADDED
Premium
Premium
Premium
Premium
12,902
2024-05-02
Daiwa Securities Group Inc.
ADDED
Premium
Premium
Premium
Premium
21,958
2024-05-02
State of New Jersey Common Pension Fund D
ADDED
Premium
Premium
Premium
Premium
112,243
2024-05-02
Blume Capital Management, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
130
2024-05-02
Centerpoint Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
100
2024-05-02
Apollon Wealth Management, LLC
ADDED
Premium
Premium
Premium
Premium
13,005
2024-05-02
Salomon & Ludwin, LLC
UNCHANGED
Premium
Premium
Premium
Premium
152
2024-05-02
LINCOLN NATIONAL CORP
REDUCED
Premium
Premium
Premium
Premium
24,248
2024-05-02
NISA INVESTMENT ADVISORS, LLC
ADDED
Premium
Premium
Premium
Premium
22,093
2024-05-01
Migdal Insurance & Financial Holdings Ltd.
REDUCED
Premium
Premium
Premium
Premium
368
2024-05-01
LDR Capital Management LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-01
Mirae Asset Global Investments Co., Ltd.
REDUCED
Premium
Premium
Premium
Premium
31,571
2024-05-01
Blue Trust, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
873
2024-05-01
Cherry Tree Wealth Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
754
2024-05-01
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
REDUCED
Premium
Premium
Premium
Premium
11,651
2024-05-01
CREATIVE FINANCIAL DESIGNS INC /ADV
ADDED
Premium
Premium
Premium
Premium
853
Rows per page:
10
25
50
All
1–25 of 315
Which funds are the top buyers of IVT?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
9,496,610
240,644,000
-
BlackRock Inc.
6,719,170
170,264,000
-
STATE STREET CORP
2,751,700
70,315,500
-
PRINCIPAL FINANCIAL GROUP INC
2,672,080
68,699,000
0.04%
GEODE CAPITAL MANAGEMENT, LLC
1,600,200
40,553,700
-
MORGAN STANLEY
1,412,830
35,801,200
-
MILLENNIUM MANAGEMENT LLC
1,097,550
27,812,000
0.01%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
874,699
22,164,900
0.01%
NORTHERN TRUST CORP
740,534
18,765,100
-
Mitsubishi UFJ Trust & Banking Corp
734,529
18,649,700
0.04%
Rows per page:
10
1–10 of 100
Which funds have put a big percent of portfolio in IVT?
Fund Name
$ Value
% Port.
HGI Capital Management, LLC
3,955,800
4.50%
THIRD AVENUE MANAGEMENT LLC
10,533,200
1.73%
MAKENA CAPITAL MANAGEMENT LLC
6,427,490
1.46%
RUSH ISLAND MANAGEMENT, LP
13,770,700
1.05%
Mesirow Institutional Investment Management, Inc.
10,466,000
0.98%
CHILTON CAPITAL MANAGEMENT LLC
12,506,100
0.64%
Adelante Capital Management LLC
8,830,000
0.61%
GOODWIN DANIEL L
1,094,500
0.53%
Shira Ridge Wealth Management
658,533
0.38%
CALTON & ASSOCIATES, INC.
754,683
0.37%
Rows per page:
10
1–10 of 99
Trend of No. of funds that hold IVT
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
MARSHALL WACE, LLP
8,263,250
MAKENA CAPITAL MANAGEMENT LLC
6,427,490
Balyasny Asset Management L.P.
2,675,350
Tudor Investment Corp Et Al
2,093,820
MARTINGALE ASSET MANAGEMENT L P
1,411,440
HighPoint Advisor Group LLC
1,142,000
Quest Partners LLC
1,014,180
Y-Intercept (Hong Kong) Ltd
591,993
Additions
Fund Name
% Increased
Tower Research Capital LLC (TRC)
7,900
WOLVERINE ASSET MANAGEMENT LLC
2,203
Qube Research & Technologies Ltd
632
MORGAN STANLEY
599
BARCLAYS PLC
321
JANE STREET GROUP, LLC
302
RENAISSANCE TECHNOLOGIES LLC
165
Quantbot Technologies LP
164
Reductions
Fund Name
% Reduced
Raymond James Financial Services Advisors, Inc.
-69.09
AMALGAMATED BANK
-61.09
ALLSTATE CORP
-60.11
TEACHER RETIREMENT SYSTEM OF TEXAS
-53.03
STRS OHIO
-51.74
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO
-50.00
Clearstead Advisors, LLC
-50.00
FIRST TRUST ADVISORS LP
-42.89
Sold off
Fund Name
$ Sold
V3 Capital Management, L.P.
-15,265,400
GSI Capital Advisors LLC
-3,148,660
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
-2,000,040
Employees Retirement System of Texas
-1,429,000
LDR Capital Management LLC
-1,345,330
Moran Wealth Management, LLC
-1,208,830
BOOTHBAY FUND MANAGEMENT, LLC
-1,200,000
Great Waters Wealth Management
-865,498