36,148 Shares in Welltower Inc. Purchased by Stevens Capital Management LP
| IRSRX Fund | USD 14.74 0.05 0.34% |
Slightly above 56% of Ivy Advantus' investor base is looking to short. The analysis of overall sentiment of trading Ivy Advantus Real mutual fund suggests that many investors are alarmed at this time. Ivy Advantus' investing sentiment can be driven by a variety of factors including economic data, Ivy Advantus' earnings reports, geopolitical events, and overall market trends.
Ivy |
Stevens Capital Management LP bought a new position in shares of Welltower Inc. in the third quarter, according to the company in its most recent filing with the SEC. The firm bought 36,148 shares of the real estate investment trusts stock, valued at approximately 4,628,000. Welltower makes up approximately 0.7 percent of
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Ivy Advantus Fundamental Analysis
We analyze Ivy Advantus' financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Advantus using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Advantus based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Price To Book
Price To Book Comparative Analysis
Ivy Advantus is currently under evaluation in price to book among similar funds. Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Ivy Advantus Real Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Ivy Advantus mutual fund to make a market-neutral strategy. Peer analysis of Ivy Advantus could also be used in its relative valuation, which is a method of valuing Ivy Advantus by comparing valuation metrics with similar companies.
Peers
Ivy Advantus Related Equities
| PW | Power REIT | 11.71 | ||||
| O | Realty Income | 0.40 | ||||
| KW | Kennedy Wilson | 0.40 | ||||
| PK | Park Hotels | 0.34 | ||||
| RC | Ready Capital | 0.14 | ||||
| HR | Healthcare Realty | 0.06 | ||||
| FR | First Industrial | 0.41 | ||||
| UE | Urban Edge | 0.42 | ||||
| DX | Dynex Capital | 0.64 | ||||
| OZ | Belpointe PREP | 3.80 |
Other Information on Investing in Ivy Mutual Fund
Ivy Advantus financial ratios help investors to determine whether Ivy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ivy with respect to the benefits of owning Ivy Advantus security.
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