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InvenTrust Properties

304 hedge funds and large institutions have $1.54B invested in InvenTrust Properties in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

1.15% more ownership

Funds ownership: 71.1%72.25% (+1.2%)

9% more call options, than puts

Call options by funds: $600K | Put options by funds: $548K

1% more funds holding

Funds holding: 301304 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $1.61B → $1.54B (-$77.8M)

13% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 108

Holders
304
Holders Change
+3
Holders Change %
+1%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
94
Reduced
108
Closed
32
Calls
$600K
Puts
$548K
Net Calls
+$52K
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Change in
Stake
QWM
226
Quaker Wealth Management
New Jersey
$39.6K +$40.2K +1,447 New
EWA
227
EverSource Wealth Advisors
Alabama
$37.5K +$11.6K +418 +44%
GFM
228
GF Fund Management
China
$37.4K -$2.64K -95 -7%
PA
229
Parallel Advisors
California
$36.6K
HWA
230
Heritage Wealth Advisors
Virginia
$34.3K +$34.8K +1,250 New
PMFA
231
Plante Moran Financial Advisors
Michigan
$32.2K
WAS
232
Winch Advisory Services
Wisconsin
$30.8K +$278 +10 +0.9%
GWM
233
Gitterman Wealth Management
New Jersey
$30K +$30.5K +1,096 New
AssetMark Inc
234
AssetMark Inc
California
$26.5K +$6.39K +230 +31%
Loomis, Sayles & Company
235
Loomis, Sayles & Company
Massachusetts
$26K +$26.4K +950 New
MEG
236
Millstone Evans Group
Colorado
$24.8K
SWP
237
Strategic Wealth Partners
Ohio
$22.6K +$22.9K +825 New
BMC
238
Bear Mountain Capital
Washington
$22.2K +$195 +7 +0.9%
ATC
239
Advantage Trust Company
Kansas
$20.7K +$21K +756 New
GRP
240
Global Retirement Partners
California
$20.7K +$21K +755 New
CTWM
241
Cherry Tree Wealth Management
Minnesota
$20.7K
ADL
242
Asset Dedication LLC
California
$20.2K
MYIA
243
Mount Yale Investment Advisors
Colorado
$19.8K +$20K +721 New
Jones Financial Companies
244
Jones Financial Companies
Missouri
$19.3K -$1.39K -50 -7%
FFA
245
Farther Finance Advisors
California
$18.1K -$1.14K -41 -6%
SPIA
246
Steward Partners Investment Advisory
New York
$17.8K +$778 +28 +5%
S
247
SignatureFD
Georgia
$17.3K -$334 -12 -2%
LFG
248
Larson Financial Group
Missouri
$17K +$4.95K +178 +40%
CWM
249
Cranbrook Wealth Management
Michigan
$16.2K
NFSG
250
Newbridge Financial Services Group
Florida
$15.1K

IVT Hedge Fund Activity: Q2 2025 in Review

304 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q2 2025, worth a combined $1.54B — down 4.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IVT positions and 32 closed out — a net gain of 4 holders — while 94 added to existing stakes and 108 trimmed.

The largest buyer was Vision Capital, adding an estimated $17.8M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $19.4M sold.

  • 304 institutional investors held InvenTrust Properties (IVT) as of Q2 2025, up from 301 in Q1 2025.
  • Funds reported $1.54B of InvenTrust Properties stock for Q2 2025, down 4.8% quarter-over-quarter.
  • 36 funds opened new InvenTrust Properties positions in Q2 2025 and 32 closed out, a net change of +4 holders.
  • The largest InvenTrust Properties buyer in Q2 2025 was Vision Capital, an estimated $17.8M added.
  • The largest InvenTrust Properties seller in Q2 2025 was Schonfeld Strategic Advisors, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2025.