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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
AAS
276
Ameritas Advisory Services
Nebraska
$4.98K +$5.06K +182 New
NL
277
NVWM LLC
Pennsylvania
$4.96K
GJIA
278
Glass Jacobson Investment Advisors
Maryland
$4.4K
SL
279
Salomon & Ludwin
Virginia
$4.15K
BTD
280
BankPlus Trust Department
Mississippi
$4K
WAM
281
WFA Asset Management
Wisconsin
$3.9K +$28 +1 +0.6%
QL
282
Quarry LP
New York
$3.73K +$1.06K +38 +39%
GI
283
GAMMA Investing
California
$3.56K -$3.03K -109 -46%
BCM
284
Blume Capital Management
California
$3.56K
VWA
285
Valued Wealth Advisors
Utah
$3.54K
Bessemer Group
286
Bessemer Group
New Jersey
$3K
CT
287
Caldwell Trust
Florida
$2.9K +$2.95K +106 New
BCMIO
288
Beacon Capital Management Inc (Ohio)
Ohio
$2.74K +$2.78K +100 New
RIL
289
Rothschild Investment LLC
Illinois
$2.06K -$1.25K -45 -38%
CMA
290
Cedar Mountain Advisors
Oregon
$1.82K +$28 +1 +2%
SIS
291
Strategic Investment Solutions
Illinois
$1.67K
BIA
292
Bell Investment Advisors
California
$1.53K -$751 -27 -33%
BIG
293
Brooklyn Investment Group
New York
$1.18K -$584 -21 -33%
PNC Financial Services Group
294
PNC Financial Services Group
Pennsylvania
$1.01K +$195 +7 +23%
C
295
Covestor
United Kingdom
$1K -$723 -26 -42%
FFO
296
Fortitude Family Office
Arizona
$986 -$278 -10 -22%
TIM
297
Total Investment Management
Arizona
$904 +$917 +33 New
PFBT
298
Parkside Financial Bank & Trust
Missouri
$548 -$556 -20 -50%
DF
299
DecisionPoint Financial
Arizona
$384 +$389 +14 New
M
300
MOTCO
Texas
$276

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.