IVT Institutional Ownership
InvenTrust Properties Corp.
1W: +1.1%
1M: -0.5%
3M: -15.3%
YTD: +8.8%
1Y: +5.0%
3Y: +32.1%
5Y: +40.3%
$30.33
+0.24 (+0.80%)
Weekly Expected Move ±2.6%
$29
$29
$30
$31
$32
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — IVT
376
Institutional Holders
+30 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
58
New Positions
129
Increased
120
Reduced
29
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (98 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP INC NEW | 7,413,225 | $225M | +7,413,225 | — | 1Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 3,913,223 | $119M | +3,913,223 | — | 1Q | SEC ↗ |
| 3 | CALIFORNIA STATE TEACHERS RETIREMENT S | 3,151,308 | $96M | +3,080,621 | +4358.1% | 2Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC NEW | 3,110,669 | $94M | +3,110,669 | — | 1Q | SEC ↗ |
| 5 | Adelante Capital Management LLC | 378,545 | $11M | +48,509 | +14.7% | 2Q | SEC ↗ |
| 6 | AMERIPRISE FINANCIAL INC NEW | 329,826 | $10M | +329,826 | — | 1Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC NEW | 288,139 | $9M | +288,139 | — | 1Q | SEC ↗ |
| 8 | RENAISSANCE TECHNOLOGIES LLC NEW | 236,044 | $7M | +236,044 | — | 1Q | SEC ↗ |
| 9 | CITADEL ADVISORS LLC NEW | 228,199 | $7M | +228,199 | — | 1Q | SEC ↗ |
| 10 | Jefferies Financial Group Inc. NEW | 206,567 | $6M | +206,567 | — | 1Q | SEC ↗ |
| 11 | HSBC HOLDINGS PLC | 182,969 | $6M | +169,619 | +1270.6% | 19Q | SEC ↗ |
| 12 | VIRGINIA RETIREMENT SYSTEMS ET Al NEW | 113,175 | $3M | +113,175 | — | 1Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN NEW | 94,252 | $3M | +94,252 | — | 1Q | SEC ↗ |
| 14 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF NEW | 90,649 | $3M | +90,649 | — | 1Q | SEC ↗ |
| 15 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SC | 76,262 | $2M | +41,146 | +117.2% | 2Q | SEC ↗ |
| 16 | Greenland Capital Management LP NEW | 75,000 | $2M | +75,000 | — | 1Q | SEC ↗ |
| 17 | State of Alaska, Department of Revenue | 68,808 | $2M | +51,100 | +288.6% | 2Q | SEC ↗ |
| 18 | Corient Private Wealth LP NEW | 64,552 | $2M | +64,552 | — | 1Q | SEC ↗ |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 56,942 | $2M | +56,942 | — | 1Q | SEC ↗ |
| 20 | MANUFACTURERS LIFE INSURANCE COMPANY, | 38,319 | $1M | +3,446 | +9.9% | 2Q | SEC ↗ |
| 21 | Moran Wealth Management, LLC | 36,242 | $1M | -38,394 | -51.4% | 2Q | SEC ↗ |
| 22 | Sterling Capital Management LLC NEW | 30,839 | $935K | +30,839 | — | 1Q | SEC ↗ |
| 23 | Handelsbanken Fonder AB NEW | 30,200 | $916K | +30,200 | — | 1Q | SEC ↗ |
| 24 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 27,874 | $845K | +27,874 | — | 1Q | SEC ↗ |
| 25 | GAMCO INVESTORS, INC. ET AL NEW | 26,500 | $804K | +26,500 | — | 1Q | SEC ↗ |
| 26 | Advisor OS, LLC NEW | 26,224 | $795K | +26,224 | — | 1Q | SEC ↗ |
| 27 | YOUSIF CAPITAL MANAGEMENT, LLC NEW | 19,680 | $597K | +19,680 | — | 1Q | SEC ↗ |
| 28 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 19,420 | $589K | +19,420 | — | 1Q | SEC ↗ |
| 29 | TEACHERS RETIREMENT SYSTEM OF THE STAT NEW | 19,000 | $576K | +19,000 | — | 1Q | SEC ↗ |
| 30 | INTECH INVESTMENT MANAGEMENT LLC NEW | 18,565 | $563K | +18,565 | — | 1Q | SEC ↗ |
| 31 | Groupe la Francaise | 18,419 | $559K | -2,256 | -10.9% | 2Q | SEC ↗ |
| 32 | INDEPENDENT FINANCIAL GROUP, LLC | 16,532 | $501K | -4,416 | -21.1% | 2Q | SEC ↗ |
| 33 | Merit Financial Group, LLC | 13,730 | $416K | -42,030 | -75.4% | 2Q | SEC ↗ |
| 34 | MERCER GLOBAL ADVISORS INC /ADV NEW | 13,446 | $408K | +13,446 | — | 1Q | SEC ↗ |
| 35 | Beacon Pointe Advisors, LLC NEW | 13,197 | $400K | +13,197 | — | 1Q | SEC ↗ |
| 36 | Prospera Financial Services Inc | 11,342 | $344K | -567 | -4.8% | 2Q | SEC ↗ |
| 37 | ProShare Advisors LLC NEW | 11,297 | $343K | +11,297 | — | 1Q | SEC ↗ |
| 38 | Integrated Wealth Concepts LLC NEW | 10,588 | $321K | +10,588 | — | 1Q | SEC ↗ |
| 39 | CONTRAVISORY INVESTMENT MANAGEMENT, IN | 9,660 | $293K | +1,440 | +17.5% | 2Q | SEC ↗ |
| 40 | Allworth Financial LP NEW | 9,368 | $284K | +9,368 | — | 1Q | SEC ↗ |
| 41 | PARK AVENUE SECURITIES LLC NEW | 9,227 | $280K | +9,227 | — | 1Q | SEC ↗ |
| 42 | Certified Advisory Corp | 8,997 | $273K | +257 | +2.9% | 2Q | SEC ↗ |
| 43 | Farther Finance Advisors, LLC | 8,178 | $248K | -84 | -1.0% | 3Q | SEC ↗ |
| 44 | Dakota Wealth Management NEW | 8,150 | $247K | +8,150 | — | 1Q | SEC ↗ |
| 45 | M&T BANK CORP NEW | 8,046 | $244K | +8,046 | — | 1Q | SEC ↗ |
| 46 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 7,758 | $235K | +6,668 | +611.7% | 3Q | SEC ↗ |
| 47 | Longboard Asset Management, LP NEW | 7,572 | $230K | +7,572 | — | 1Q | SEC ↗ |
| 48 | Brookstone Capital Management NEW | 7,450 | $226K | +7,450 | — | 1Q | SEC ↗ |
| 49 | Investmark Advisory Group LLC NEW | 6,778 | $206K | +6,778 | — | 1Q | SEC ↗ |
| 50 | Focus Financial Network, Inc. | 6,760 | $205K | -205 | -2.9% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 7,413,225 | $225M |
| STATE STREET CORP | 3,913,223 | $119M |
| GOLDMAN SACHS GROUP INC | 3,110,669 | $94M |
| AMERIPRISE FINANCIAL INC | 329,826 | $10M |
| ENVESTNET ASSET MANAGEMENT INC | 288,139 | $9M |
| RENAISSANCE TECHNOLOGIES LLC | 236,044 | $7M |
| CITADEL ADVISORS LLC | 228,199 | $7M |
| Jefferies Financial Group Inc. | 206,567 | $6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 113,175 | $3M |
| WELLS FARGO & COMPANY/MN | 94,252 | $3M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | 90,649 | $3M |
| Greenland Capital Management LP | 75,000 | $2M |
| Corient Private Wealth LP | 64,552 | $2M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 56,942 | $2M |
| Sterling Capital Management LLC | 30,839 | $935K |
| Handelsbanken Fonder AB | 30,200 | $916K |
| NEW YORK STATE COMMON RETIREMENT FU | 27,874 | $845K |
| GAMCO INVESTORS, INC. ET AL | 26,500 | $804K |
| Advisor OS, LLC | 26,224 | $795K |
| YOUSIF CAPITAL MANAGEMENT, LLC | 19,680 | $597K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +3,080,621 | +4358.1% | 3,151,308 |
| HSBC HOLDINGS PLC | +169,619 | +1270.6% | 182,969 |
| State of Alaska, Department of Reve | +51,100 | +384.8% | 64,381 |
| Adelante Capital Management LLC | +48,509 | +14.7% | 378,545 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | +41,146 | +117.2% | 76,262 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | +6,668 | +1223.5% | 7,213 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +3,446 | +9.9% | 38,319 |
| CONTRAVISORY INVESTMENT MANAGEMENT, | +1,440 | +17.5% | 9,660 |
| Versant Capital Management, Inc | +565 | +37.3% | 2,078 |
| Certified Advisory Corp | +257 | +2.9% | 8,997 |
| GAMMA Investing LLC | +152 | +34.4% | 594 |
| FARMERS & MERCHANTS INVESTMENTS INC | +44 | +220.0% | 64 |
| Robinswood Financial LLC | +1 | +0.3% | 385 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Merit Financial Group, LLC | -42,030 | -75.4% | 13,730 |
| Moran Wealth Management, LLC | -38,394 | -51.4% | 36,242 |
| INDEPENDENT FINANCIAL GROUP, LLC | -4,416 | -21.1% | 16,532 |
| Groupe la Francaise | -2,256 | -10.9% | 18,419 |
| Prospera Financial Services Inc | -567 | -4.8% | 11,342 |
| CoreCap Advisors, LLC | -250 | -32.6% | 518 |
| Focus Financial Network, Inc. | -205 | -2.9% | 6,760 |
| Farther Finance Advisors, LLC | -84 | -1.0% | 8,178 |