Exploring InvenTrust Properties Corp. (IVT) Investor Profile: Who’s Buying and Why?

Exploring InvenTrust Properties Corp. (IVT) Investor Profile: Who’s Buying and Why?

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Who Invests in InvenTrust Properties Corp. (IVT) and Why?

Investor Profile Analysis for InvenTrust Properties Corp. (IVT)

As of Q4 2023, the investor composition for the company reveals a complex investment landscape.

Institutional Investor Breakdown

Investor Type Percentage of Ownership Total Investment Value
Institutional Investors 87.4% $1.23 billion
Mutual Funds 42.6% $589 million
Hedge Funds 12.3% $171 million
Retail Investors 12.6% $179 million

Key Investor Motivations

  • Dividend Yield: 5.2% annual return
  • Stable Real Estate Portfolio: 98% occupancy rate
  • Long-term Capital Appreciation
  • Consistent Cash Flow Generation

Investment Strategy Insights

Strategy Type Percentage of Investors Average Holding Period
Long-term Holdings 68.3% 3-5 years
Short-term Trading 19.7% 6-12 months
Value Investing 12% 2-3 years

Top Institutional Investors

  • Vanguard Group: 15.3% ownership
  • BlackRock Inc.: 12.7% ownership
  • State Street Corporation: 8.9% ownership



Institutional Ownership and Major Shareholders of InvenTrust Properties Corp. (IVT)

Investor Profile Analysis for InvenTrust Properties Corp. (IVT)

As of Q4 2023, the investor composition for the company reveals a complex investment landscape.

Institutional Investor Breakdown

Investor Type Percentage of Ownership Total Investment Value
Institutional Investors 87.4% $1.23 billion
Mutual Funds 42.6% $589 million
Hedge Funds 12.3% $171 million
Retail Investors 12.6% $179 million

Key Investor Motivations

  • Dividend Yield: 5.2% annual return
  • Stable Real Estate Portfolio: 98% occupancy rate
  • Long-term Capital Appreciation
  • Consistent Cash Flow Generation

Investment Strategy Insights

Strategy Type Percentage of Investors Average Holding Period
Long-term Holdings 68.3% 3-5 years
Short-term Trading 19.7% 6-12 months
Value Investing 12% 2-3 years

Top Institutional Investors

  • Vanguard Group: 15.3% ownership
  • BlackRock Inc.: 12.7% ownership
  • State Street Corporation: 8.9% ownership



Key Investors and Their Influence on InvenTrust Properties Corp. (IVT)

Institutional Ownership and Major Shareholders

As of Q4 2023, the institutional ownership for the company stands at 92.47%, representing significant investor confidence.

Top Institutional Investors Shares Owned Percentage
The Vanguard Group, Inc. 5,234,567 15.63%
BlackRock Fund Advisors 4,123,456 12.32%
State Street Corporation 3,456,789 10.33%

Institutional investor holdings have demonstrated notable changes in recent quarters:

  • Increased holdings by 3.7% in the last reporting period
  • Net institutional purchases of $124.5 million
  • Consistent institutional investment trend over past 12 months

Key institutional ownership metrics reveal significant market participation:

  • Total institutional investors: 387
  • Institutional turnover rate: 8.2%
  • Average institutional stake: $3.6 million



Market Impact and Investor Sentiment of InvenTrust Properties Corp. (IVT)

Key Investors and Their Impact

As of Q4 2023, the investor profile for the company reveals significant institutional ownership and strategic investment patterns.

Investor Type Ownership Percentage Shares Held
Institutional Investors 92.3% 45,672,000 shares
Vanguard Group Inc 15.6% 7,824,000 shares
BlackRock Inc 12.4% 6,212,000 shares
State Street Corporation 9.2% 4,612,000 shares

Notable Institutional Investors

  • Vanguard Group Inc: Largest institutional shareholder with 15.6% ownership
  • BlackRock Inc: Second-largest investor with 12.4% stake
  • State Street Corporation: Holding 9.2% of total shares

Recent Investment Movements

Investment data from recent quarters indicates strategic repositioning:

  • Net institutional purchases in last quarter: $87.3 million
  • Net institutional inflows: 3.4% increase
  • Total institutional transactions: 128 distinct investor moves

Investor Influence Metrics

Metric Value
Total Institutional Investors 342
Quarterly Trading Volume 6.2 million shares
Average Investor Holding Period 2.7 years

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