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InvenTrust Properties

302 hedge funds and large institutions have $1.6B invested in InvenTrust Properties in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

10% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 97

4% more capital invested

Capital invested by funds: $1.54B → $1.6B (+$65.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.18% less ownership

Funds ownership: 72.25%72.07% (-0.18%)

1% less funds holding

Funds holding: 304302 (-2)

Holders
302
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
107
Reduced
97
Closed
27
Calls
$23K
Puts
Net Calls
+$23K
Net Calls Change
-$29K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
226
Bernard Wealth Management
Michigan
$35.7K -$6.77K -239 -16%
PMFA
227
Plante Moran Financial Advisors
Michigan
$33.7K
AssetMark Inc
228
AssetMark Inc
California
$32.9K +$5.21K +184 +19%
WAS
229
Winch Advisory Services
Wisconsin
$32.4K +$255 +9 +0.8%
ACM
230
Aster Capital Management
United Arab Emirates
$30.5K -$74.5K -2,629 -71%
MEG
231
Millstone Evans Group
Colorado
$25.9K
Loomis, Sayles & Company
232
Loomis, Sayles & Company
Massachusetts
$25.8K -$1.36K -48 -5%
AAP
233
Arax Advisory Partners
Colorado
$25.4K +$25.2K +889 New
S
234
SignatureFD
Georgia
$25.1K +$6.97K +246 +39%
BMC
235
Bear Mountain Capital
Washington
$23.7K +$198 +7 +0.9%
ATC
236
Advantage Trust Company
Kansas
$21.6K
GRP
237
Global Retirement Partners
California
$21.6K
CTWM
238
Cherry Tree Wealth Management
Minnesota
$21.6K
Jones Financial Companies
239
Jones Financial Companies
Missouri
$21.5K +$1.22K +43 +6%
ADL
240
Asset Dedication LLC
California
$21.2K
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$21.1K -$77.8K -2,744 -79%
SWP
242
Strategic Wealth Partners
Ohio
$19.3K -$4.31K -152 -18%
ASN
243
Advisory Services Network
Georgia
$18.1K +$17.9K +633 New
CWM
244
Cranbrook Wealth Management
Michigan
$16.9K
LFG
245
Larson Financial Group
Missouri
$14.6K -$3.15K -111 -18%
DB
246
Danske Bank
Denmark
$14.3K
CFD
247
Creative Financial Designs
Indiana
$13.9K +$57 +2 +0.4%
PS
248
Principal Securities
Iowa
$13.3K -$368 -13 -3%
BTI
249
Blue Trust Inc
Georgia
$13.1K
GWSG
250
GPS Wealth Strategies Group
Colorado
$13K

IVT Hedge Fund Activity: Q3 2025 in Review

302 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q3 2025, worth a combined $1.6B — up 4.2% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IVT positions and 27 closed out — a net gain of 4 holders — while 107 added to existing stakes and 97 trimmed.

The largest buyer was Hudson Bay Capital Management, opening a new position worth an estimated $23.3M. The largest seller was Millennium Management, cutting an estimated $28.6M.

  • 302 institutional investors held InvenTrust Properties (IVT) as of Q3 2025, down from 304 in Q2 2025.
  • Funds reported $1.6B of InvenTrust Properties stock for Q3 2025, up 4.2% quarter-over-quarter.
  • 31 funds opened new InvenTrust Properties positions in Q3 2025 and 27 closed out, a net change of +4 holders.
  • The largest InvenTrust Properties buyer in Q3 2025 was Hudson Bay Capital Management, an estimated $23.3M added.
  • The largest InvenTrust Properties seller in Q3 2025 was Millennium Management, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2025.