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InvenTrust Properties

300 hedge funds and large institutions have $1.7B invested in InvenTrust Properties in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 103 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.6B → $1.7B (+$100M)

5.62% more ownership

Funds ownership: 72.07%77.69% (+5.6%)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

6% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 97

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 302300 (-2)

Holders
300
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
40
Increased
103
Reduced
97
Closed
37
Calls
$110K
Puts
Net Calls
+$110K
Net Calls Change
+$87K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Parallel Advisors
California
$37.6K
GFM
227
GF Fund Management
China
$36.3K -$169 -6 -0.5%
HWA
228
Heritage Wealth Advisors
Virginia
$35.3K
Jones Financial Companies
229
Jones Financial Companies
Missouri
$33.7K +$12.7K +452 +61%
PMFA
230
Plante Moran Financial Advisors
Michigan
$33.2K
WAS
231
Winch Advisory Services
Wisconsin
$32.2K +$282 +10 +0.9%
BWM
232
Bernard Wealth Management
Michigan
$29.8K -$5.32K -189 -15%
EWA
233
EverSource Wealth Advisors
Alabama
$28K -$10.5K -373 -27%
MEG
234
Millstone Evans Group
Colorado
$25.5K
Loomis, Sayles & Company
235
Loomis, Sayles & Company
Massachusetts
$25.4K
S
236
SignatureFD
Georgia
$25.3K +$563 +20 +2%
AAP
237
Arax Advisory Partners
Colorado
$24.7K -$394 -14 -2%
BMC
238
Bear Mountain Capital
Washington
$24K +$197 +7 +0.8%
CTWM
239
Cherry Tree Wealth Management
Minnesota
$21.3K
CA
240
CoreCap Advisors
Michigan
$21.2K +$14.1K +500 +200%
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$20.9K +$84 +3 +0.4%
ADL
242
Asset Dedication LLC
California
$20.8K
CI
243
CX Institutional
Indiana
$18K +$18K +638 New
CWM
244
Cranbrook Wealth Management
Michigan
$16.7K
LFG
245
Larson Financial Group
Missouri
$15.8K +$1.38K +49 +10%
NFSG
246
Newbridge Financial Services Group
Florida
$15.5K -$32.3K -1,146 -68%
PGAM
247
Princeton Global Asset Management
New Jersey
$15.2K +$15.2K +539 New
CFD
248
Creative Financial Designs
Indiana
$13.8K +$56 +2 +0.4%
TFGT
249
TS Financial Group (TSFG)
Illinois
$13K
BTI
250
Blue Trust Inc
Georgia
$12.9K