We are live on ! Find out more
IVT icon

InvenTrust Properties

321 hedge funds and large institutions have $1.85B invested in InvenTrust Properties in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 104 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $61K | Put options by funds: $15K

108% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 26

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

16% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 90

9% more capital invested

Capital invested by funds: $1.7B → $1.85B (+$147M)

7% more funds holding

Funds holding: 300321 (+21)

0.38% more ownership

Funds ownership: 77.69%78.07% (+0.38%)

Holders
321
Holders Change
+21
Holders Change %
+7%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
54
Increased
104
Reduced
90
Closed
26
Calls
$61K
Puts
$15K
Net Calls
+$46K
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Strategic Wealth Partners
Ohio
$84.1K
BNP Paribas Asset Management
227
BNP Paribas Asset Management
France
$80.6K +$3.56K +118 +5%
ME
228
McIlrath & Eck
Washington
$80.1K
KBC Group
229
KBC Group
Belgium
$79K
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$77.7K +$76.9K +2,551 New
Jones Financial Companies
231
Jones Financial Companies
Missouri
$74.5K +$37.7K +1,252 +105%
UBS AM
232
UBS AM
Illinois
$73.2K +$59.1K +1,960 +443%
PTC
233
Private Trust Company
Ohio
$68.3K
SWM
234
Spire Wealth Management
Virginia
$67.5K
AT
235
Avalon Trust
New Mexico
$66.9K
AG
236
AmeriFlex Group
Nevada
$64.6K +$2.77K +92 +5%
BC
237
Bulwark Capital
Florida
$63.6K
HFS
238
Hantz Financial Services
Michigan
$62K -$1.27K -42 -2%
LIMS
239
Lasalle Investment Management Securities
Maryland
$56.1K -$62.2K -2,065 -53%
TCOT
240
Trust Company of Toledo
Ohio
$52.4K
NA
241
NewEdge Advisors
Louisiana
$52.3K +$10K +332 +24%
PB
242
Prosperity Bancshares
Texas
$50.8K
Mirae Asset Global Investments
243
Mirae Asset Global Investments
South Korea
$48.7K -$20.2K -670 -30%
VCM
244
Versant Capital Management
Arizona
$46.1K
QWM
245
Quaker Wealth Management
New Jersey
$44.1K
PA
246
Parallel Advisors
California
$40.6K
HWA
247
Heritage Wealth Advisors
Virginia
$38.1K
PMFA
248
Plante Moran Financial Advisors
Michigan
$35.8K
GFM
249
GF Fund Management
China
$35.8K -$3.35K -111 -9%
EWA
250
EverSource Wealth Advisors
Alabama
$35.3K +$5.06K +168 +17%