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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
BFS
251
Bare Financial Services
Pennsylvania
$13.7K
DB
252
Danske Bank
Denmark
$13.7K +$13.9K +500 New
CFD
253
Creative Financial Designs
Indiana
$13.3K +$56 +2 +0.4%
PS
254
Principal Securities
Iowa
$13.1K -$20.6K -742 -61%
BTI
255
Blue Trust Inc
Georgia
$12.5K
GWSG
256
GPS Wealth Strategies Group
Colorado
$12.5K
KWM
257
Kiker Wealth Management
Georgia
$11.2K
RF
258
Robinswood Financial
Washington
$10.5K
MA
259
MCF Advisors
Kentucky
$10.5K
WA
260
WPG Advisers
Maryland
$10.2K
BTC
261
Bank & Trust Company
Illinois
$9.86K
SFA
262
Semmax Financial Advisors
North Carolina
$9.53K
OP
263
ORG Partners
Indiana
$9.11K
AP
264
Aspect Partners
Virginia
$9.04K -$19.1K -688 -68%
CIAS
265
CBIZ Investment Advisory Services
Ohio
$8.1K
NC
266
NewSquare Capital
Pennsylvania
$8.08K
AAG
267
Armstrong Advisory Group
Massachusetts
$8.03K
CA
268
Clearstead Advisors
Ohio
$7.86K
PA
269
Pineridge Advisors
Missouri
$7.76K +$56 +2 +0.7%
SIC
270
Salem Investment Counselors
North Carolina
$7.1K
CA
271
CoreCap Advisors
Michigan
$6.85K -$639 -23 -8%
CJH
272
Christopher J. Hasenberg
Wisconsin
$6.41K
MCM
273
MV Capital Management
Maryland
$6.38K
HIM
274
Hillsdale Investment Management
Ontario, Canada
$6.3K
SN
275
Sittner & Nelson
Oregon
$5.56K

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.