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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
GJIA
276
Glass Jacobson Investment Advisors
Maryland
$4.84K
SL
277
Salomon & Ludwin
Virginia
$4.46K
BTD
278
BankPlus Trust Department
Mississippi
$4.29K
CA
279
Continuum Advisory
Idaho
$4.26K
WAM
280
WFA Asset Management
Wisconsin
$4.01K -$118 -4 -3%
BCM
281
Blume Capital Management
California
$3.82K
VWA
282
Valued Wealth Advisors
Utah
$3.8K
RIL
283
Rothschild Investment LLC
Illinois
$3.52K +$1.47K +50 +71%
Bessemer Group
284
Bessemer Group
New Jersey
$3K -$295 -10 -8%
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$2.94K +$2.95K +100 New
QL
286
Quarry LP
New York
$2.88K -$49.3K -1,674 -94%
BIA
287
Bell Investment Advisors
California
$2.44K +$796 +27 +48%
C
288
Covestor
United Kingdom
$2K +$648 +22 +55%
CMA
289
Cedar Mountain Advisors
Oregon
$1.94K
BIG
290
Brooklyn Investment Group
New York
$1.88K +$1.89K +64 New
SIS
291
Strategic Investment Solutions
Illinois
$1.79K +$1.8K +61 New
AF
292
Advisornet Financial
Minnesota
$1.47K +$1.47K +50 New
FFO
293
Fortitude Family Office
Arizona
$1.35K
PFBT
294
Parkside Financial Bank & Trust
Missouri
$1.18K +$1.18K +40 New
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$881 -$1.27K -43 -59%
LC
296
Lindbrook Capital
California
$705 -$1.92K -65 -73%
SC
297
Stephens Consulting
Michigan
$441 +$442 +15 New
TWD
298
True Wealth Design
Ohio
$441 +$442 +15 New
M
299
MOTCO
Texas
$294 +$295 +10 New
DF
300
Dunhill Financial
United Kingdom
$132 -$7.69K -261 -98%

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.