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InvenTrust Properties

302 hedge funds and large institutions have $1.6B invested in InvenTrust Properties in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

10% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 97

4% more capital invested

Capital invested by funds: $1.54B → $1.6B (+$65.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.18% less ownership

Funds ownership: 72.25%72.07% (-0.18%)

1% less funds holding

Funds holding: 304302 (-2)

Holders
302
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
107
Reduced
97
Closed
27
Calls
$23K
Puts
Net Calls
+$23K
Net Calls Change
-$29K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
276
Blume Capital Management
California
$3.72K
VWA
277
Valued Wealth Advisors
Utah
$3.7K
RIL
278
Rothschild Investment LLC
Illinois
$3.43K +$1.27K +45 +60%
BFS
279
Bare Financial Services
Pennsylvania
$3.32K -$10.9K -384 -77%
CT
280
Caldwell Trust
Florida
$3.03K
WWA
281
Wealth Watch Advisors
Colorado
$3K +$2.98K +105 New
BCMIO
282
Beacon Capital Management Inc (Ohio)
Ohio
$2.86K
QL
283
Quarry LP
New York
$2.2K -$1.67K -59 -43%
T. Rowe Price Investment Management
284
T. Rowe Price Investment Management
Maryland
$2K +$1.87K +66 New
SIS
285
Strategic Investment Solutions
Illinois
$1.75K
CMA
286
Cedar Mountain Advisors
Oregon
$1.69K -$227 -8 -12%
BIA
287
Bell Investment Advisors
California
$1.6K
PNC Financial Services Group
288
PNC Financial Services Group
Pennsylvania
$1.4K +$340 +12 +32%
PFBT
289
Parkside Financial Bank & Trust
Missouri
$1.15K +$567 +20 +100%
FFO
290
Fortitude Family Office
Arizona
$1.03K
C
291
Covestor
United Kingdom
$1K +$113 +4 +11%
AF
292
Advisornet Financial
Minnesota
$887 +$878 +31 New
SPIA
293
Steward Partners Investment Advisory
New York
$801 -$17.6K -622 -96%
AAS
294
Ameritas Advisory Services
Nebraska
$422 -$4.73K -167 -92%
SAM
295
Smartleaf Asset Management
Massachusetts
$402 +$397 +14 New
DF
296
DecisionPoint Financial
Arizona
$400
M
297
MOTCO
Texas
$286
JWM
298
JPL Wealth Management
Colorado
$201 +$198 +7 New
EP
299
Essential Partners
California
$86 -$57 -2 -40%
TFM
300
TFC Financial Management
Massachusetts
$29

IVT Hedge Fund Activity: Q3 2025 in Review

302 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q3 2025, worth a combined $1.6B — up 4.2% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IVT positions and 27 closed out — a net gain of 4 holders — while 107 added to existing stakes and 97 trimmed.

The largest buyer was Hudson Bay Capital Management, opening a new position worth an estimated $23.3M. The largest seller was Millennium Management, cutting an estimated $28.6M.

  • 302 institutional investors held InvenTrust Properties (IVT) as of Q3 2025, down from 304 in Q2 2025.
  • Funds reported $1.6B of InvenTrust Properties stock for Q3 2025, up 4.2% quarter-over-quarter.
  • 31 funds opened new InvenTrust Properties positions in Q3 2025 and 27 closed out, a net change of +4 holders.
  • The largest InvenTrust Properties buyer in Q3 2025 was Hudson Bay Capital Management, an estimated $23.3M added.
  • The largest InvenTrust Properties seller in Q3 2025 was Millennium Management, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2025.