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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
LFG
251
Larson Financial Group
Missouri
$13K -$1.47K -50 -10%
KWM
252
Kiker Wealth Management
Georgia
$12K +$12K +408 New
CCM
253
Coldstream Capital Management
Washington
$11.4K +$11.4K +388 New
RF
254
Robinswood Financial
Washington
$11.3K
MA
255
MCF Advisors
Kentucky
$11.3K
WA
256
WPG Advisers
Maryland
$11K
BTC
257
Bank & Trust Company
Illinois
$10.6K
SFA
258
Semmax Financial Advisors
North Carolina
$9.92K
OP
259
ORG Partners
Indiana
$9.8K
VCM
260
Versant Capital Management
Arizona
$9.28K +$5.13K +174 +123%
CAM
261
Creekmur Asset Management
Illinois
$9.24K -$38.7K -1,314 -81%
AAG
262
Armstrong Advisory Group
Massachusetts
$8.83K
CIAS
263
CBIZ Investment Advisory Services
Ohio
$8.68K
NC
264
NewSquare Capital
Pennsylvania
$8.66K
CA
265
Clearstead Advisors
Ohio
$8.43K
PA
266
Pineridge Advisors
Missouri
$8.24K +$59 +2 +0.7%
CA
267
CoreCap Advisors
Michigan
$8.02K -$914 -31 -10%
SIC
268
Salem Investment Counselors
North Carolina
$7.61K
GI
269
GAMMA Investing
California
$7.02K +$3.06K +104 +77%
CJH
270
Christopher J. Hasenberg
Wisconsin
$6.88K
MCM
271
MV Capital Management
Maryland
$6.84K
HIM
272
Hillsdale Investment Management
Ontario, Canada
$6.75K
SN
273
Sittner & Nelson
Oregon
$5.96K
MSG
274
Main Street Group
Virginia
$5.66K +$5.69K +193 New
NL
275
NVWM LLC
Pennsylvania
$5.32K

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.