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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
WAS
251
Winch Advisory Services
Wisconsin
$35.1K +$301 +10 +0.9%
BWM
252
Bernard Wealth Management
Michigan
$32.5K +$271 +9 +0.9%
CCWM
253
Cassaday & Co Wealth Management
Virginia
$28.8K +$28.5K +946 New
ASN
254
Advisory Services Network
Georgia
$28K +$27.7K +920 New
MEG
255
Millstone Evans Group
Colorado
$27.6K
BMC
256
Bear Mountain Capital
Washington
$27.6K +$211 +7 +0.8%
Loomis, Sayles & Company
257
Loomis, Sayles & Company
Massachusetts
$27.5K
S
258
SignatureFD
Georgia
$27.4K
CI
259
CX Institutional
Indiana
$27K +$7.32K +243 +38%
CTWM
260
Cherry Tree Wealth Management
Minnesota
$23K
CA
261
CoreCap Advisors
Michigan
$22.8K
ADL
262
Asset Dedication LLC
California
$22.5K
KAS
263
Kemnay Advisory Services
New York
$19.5K +$19.3K +639 New
CWM
264
Cranbrook Wealth Management
Michigan
$18K
LFG
265
Larson Financial Group
Missouri
$17.6K +$542 +18 +3%
NFSG
266
Newbridge Financial Services Group
Florida
$16.8K
PGAM
267
Princeton Global Asset Management
New Jersey
$16.4K
ETC
268
Exchange Traded Concepts
Oklahoma
$15.6K +$15.4K +512 New
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$15.5K +$1.63K +54 +12%
BA
270
Ballast Advisors
Minnesota
$15.2K +$15.1K +500 New
CFD
271
Creative Financial Designs
Indiana
$14.9K +$60 +2 +0.4%
TFGT
272
TS Financial Group (TSFG)
Illinois
$14K
MA
273
MCF Advisors
Kentucky
$11.9K +$151 +5 +1%
RF
274
Robinswood Financial
Washington
$11.7K
WA
275
WPG Advisers
Maryland
$11.4K