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InvenTrust Properties

297 hedge funds and large institutions have $1.53B invested in InvenTrust Properties in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-2
Holders Change %
-0.67%
% of All Funds
3.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
90
Reduced
109
Closed
33
Calls
$600K
Puts
$548K
Net Calls
+$52K
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Shares
Change %
PA
226
Parallel Advisors
California
$36.6K
HWA
227
Heritage Wealth Advisors
Virginia
$34.3K +$34.3K +1,250 New
PMFA
228
Plante Moran Financial Advisors
Michigan
$32.2K
WAS
229
Winch Advisory Services
Wisconsin
$30.8K +$274 +10 +0.9%
GWM
230
Gitterman Wealth Management
New Jersey
$30K +$30K +1,096 New
AssetMark Inc
231
AssetMark Inc
California
$26.5K +$6.3K +230 +31%
Loomis, Sayles & Company
232
Loomis, Sayles & Company
Massachusetts
$26K +$26K +950 New
MEG
233
Millstone Evans Group
Colorado
$24.8K
SWP
234
Strategic Wealth Partners
Ohio
$22.6K +$22.6K +825 New
BMC
235
Bear Mountain Capital
Washington
$22.2K +$189 +7 +0.9%
ATC
236
Advantage Trust Company
Kansas
$20.7K +$20.7K +756 New
GRP
237
Global Retirement Partners
California
$20.7K +$20.7K +755 New
CTWM
238
Cherry Tree Wealth Management
Minnesota
$20.7K
ADL
239
Asset Dedication LLC
California
$20.2K
MYIA
240
Mount Yale Investment Advisors
Colorado
$19.8K +$19.8K +721 New
Jones Financial Companies
241
Jones Financial Companies
Missouri
$19.3K -$1.38K -50 -7%
FFA
242
Farther Finance Advisors
California
$18.1K -$1.12K -41 -6%
SPIA
243
Steward Partners Investment Advisory
New York
$17.8K +$767 +28 +5%
S
244
SignatureFD
Georgia
$17.3K -$329 -12 -2%
LFG
245
Larson Financial Group
Missouri
$17K +$4.88K +178 +40%
CWM
246
Cranbrook Wealth Management
Michigan
$16.2K
NFSG
247
Newbridge Financial Services Group
Florida
$15.1K
BFS
248
Bare Financial Services
Pennsylvania
$13.7K
CFD
249
Creative Financial Designs
Indiana
$13.3K +$55 +2 +0.4%
PS
250
Principal Securities
Iowa
$13.1K -$20.3K -742 -61%