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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
BCM
276
Blume Capital Management
California
$3.67K
VWA
277
Valued Wealth Advisors
Utah
$3.56K -$84 -3 -2%
RIL
278
Rothschild Investment LLC
Illinois
$3.19K -$197 -7 -6%
CT
279
Caldwell Trust
Florida
$2.99K
BCMIO
280
Beacon Capital Management Inc (Ohio)
Ohio
$2.82K
FHA
281
Flagship Harbor Advisors
Massachusetts
$2.2K +$2.2K +78 New
C
282
Covestor
United Kingdom
$2K +$901 +32 +80%
QL
283
Quarry LP
New York
$1.86K -$310 -11 -14%
SIS
284
Strategic Investment Solutions
Illinois
$1.72K
CMA
285
Cedar Mountain Advisors
Oregon
$1.68K +$28 +1 +2%
BIA
286
Bell Investment Advisors
California
$1.58K
ZBNA
287
Zions Bancorporation, National Association
Utah
$959 +$957 +34 New
AF
288
Advisornet Financial
Minnesota
$875
SPIA
289
Steward Partners Investment Advisory
New York
$790
EP
290
Essential Partners
California
$733 +$648 +23 +767%
DF
291
DecisionPoint Financial
Arizona
$395
SAM
292
Smartleaf Asset Management
Massachusetts
$395
TWD
293
True Wealth Design
Ohio
$367 +$366 +13 New
M
294
MOTCO
Texas
$282
TPCW
295
TD Private Client Wealth
New York
$141 +$141 +5 New
DF
296
Dunhill Financial
United Kingdom
$117 +$113 +4 New
TFM
297
TFC Financial Management
Massachusetts
$57 +$28 +1 +100%
HFS
298
Hughes Financial Services
Virginia
$56 +$56 +2 New
Verition Fund Management
299
Verition Fund Management
Connecticut
-$13.4M -468,384 Closed
Renaissance Technologies
300
Renaissance Technologies
New York
-$6.45M -225,500 Closed