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InvenTrust Properties

301 hedge funds and large institutions have $1.61B invested in InvenTrust Properties in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 99 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $861K | Put options by funds: $509K

1.02% more ownership

Funds ownership: 70.07%71.1% (+1%)

4% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 103

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

2% less funds holding

Funds holding: 307301 (-6)

34% less capital invested

Capital invested by funds: $2.43B → $1.61B (-$818M)

Holders
301
Holders Change
-6
Holders Change %
-1.95%
% of All Funds
4.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
99
Reduced
103
Closed
40
Calls
$861K
Puts
$509K
Net Calls
+$352K
Net Calls Change
+$156K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Parallel Advisors
California
$39.2K -$14.4K -489 -27%
PS
227
Principal Securities
Iowa
$36.7K +$7.28K +247 +25%
AT
228
Avalon Trust
New Mexico
$36.1K +$36.2K +1,230 New
ACM
229
Aster Capital Management
United Arab Emirates
$35.3K +$34.9K +1,184 New
PMFA
230
Plante Moran Financial Advisors
Michigan
$34.5K
WAS
231
Winch Advisory Services
Wisconsin
$32.7K +$265 +9 +0.8%
AP
232
Aspect Partners
Virginia
$29.9K
EWA
233
EverSource Wealth Advisors
Alabama
$27.9K -$123K -4,182 -81%
MEG
234
Millstone Evans Group
Colorado
$26.6K
BMC
235
Bear Mountain Capital
Washington
$22.8K +$206 +7 +0.9%
CTWM
236
Cherry Tree Wealth Management
Minnesota
$22.1K
Jones Financial Companies
237
Jones Financial Companies
Missouri
$21.9K -$32.7K -1,108 -60%
ADL
238
Asset Dedication LLC
California
$21.7K
AssetMark Inc
239
AssetMark Inc
California
$21.6K +$13.8K +468 +174%
FFA
240
Farther Finance Advisors
California
$20.7K +$12.7K +430 +158%
UFF
241
USA Financial Formulas
Michigan
$20.4K +$20.5K +695 New
MIA
242
MeadowBrook Investment Advisors
Michigan
$19.8K
S
243
SignatureFD
Georgia
$18.9K +$1.39K +47 +8%
SPIA
244
Steward Partners Investment Advisory
New York
$18.3K
CWM
245
Cranbrook Wealth Management
Michigan
$17.4K
NFSG
246
Newbridge Financial Services Group
Florida
$16.2K -$14.7K -500 -48%
BFS
247
Bare Financial Services
Pennsylvania
$14.7K -$8.96K -304 -38%
CFD
248
Creative Financial Designs
Indiana
$14.2K +$29 +1 +0.2%
BTI
249
Blue Trust Inc
Georgia
$13.4K
GWSG
250
GPS Wealth Strategies Group
Colorado
$13.4K

IVT Hedge Fund Activity: Q1 2025 in Review

301 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q1 2025, worth a combined $1.61B — down 34% from $2.43B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of IVT and 37 opened new positions — a net loss of 3 holders — while 103 trimmed existing stakes and 99 added.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $25.9M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $26.5M sold.

  • 301 institutional investors held InvenTrust Properties (IVT) as of Q1 2025, down from 307 in Q4 2024.
  • Funds reported $1.61B of InvenTrust Properties stock for Q1 2025, down 34% quarter-over-quarter.
  • 37 funds opened new InvenTrust Properties positions in Q1 2025 and 40 closed out, a net change of -3 holders.
  • The largest InvenTrust Properties buyer in Q1 2025 was Neuberger Berman Group, an estimated $25.9M added.
  • The largest InvenTrust Properties seller in Q1 2025 was Centersquare Investment Management, an estimated $26.5M sold.

Based on aggregated 13F filings for Q1 2025.