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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
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$12.8K +$8.87K +315 +227%
UBS AM
252
UBS AM
Illinois
$12.5K -$14.9M -530,378 -100%
MA
253
MCF Advisors
Kentucky
$10.8K
RF
254
Robinswood Financial
Washington
$10.8K -$28 -1 -0.3%
WA
255
WPG Advisers
Maryland
$10.5K
BTC
256
Bank & Trust Company
Illinois
$10.2K
OP
257
ORG Partners
Indiana
$9.39K
AP
258
Aspect Partners
Virginia
$9.31K
AF
259
Alerus Financial
North Dakota
$8.46K
CIAS
260
CBIZ Investment Advisory Services
Ohio
$8.34K
Los Angeles Capital Management
261
Los Angeles Capital Management
California
$8.29K +$8.5K +302 New
AAG
262
Armstrong Advisory Group
Massachusetts
$8.27K
WT
263
WHI Trust
Illinois
$8.24K +$8.22K +292 New
CA
264
Clearstead Advisors
Ohio
$8.1K
A
265
AlphaQuest
New York
$6.66K -$400K -14,195 -98%
MCM
266
MV Capital Management
Maryland
$6.57K
SN
267
Sittner & Nelson
Oregon
$6.18K
LAS
268
Lloyd Advisory Services
Georgia
$6.07K +$6.05K +215 New
GI
269
GAMMA Investing
California
$5.95K +$1.58K +56 +36%
NL
270
NVWM LLC
Pennsylvania
$5.11K
GJIA
271
Glass Jacobson Investment Advisors
Maryland
$4.53K
BFS
272
Bare Financial Services
Pennsylvania
$4.49K +$1.21K +43 +37%
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$4.37K +$2.98K +106 +216%
BTD
274
BankPlus Trust Department
Mississippi
$4.12K
IIM
275
IFC & Insurance Marketing
California
$4K +$4.22K +150 New