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InvenTrust Properties
IVT

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: 307 → 301 (-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

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$25.9M
2
UBS AM
UBS AM
Illinois
+$14.1M
3
SSA
Schonfeld Strategic Advisors
New York
+$12.7M
4
BlackRock
BlackRock
New York
+$8.36M
5
Goldman Sachs
Goldman Sachs
New York
+$8.15M

Top Sellers

Rank Fund Capital Flow
1
CIM
Centersquare Investment Management
Pennsylvania
-$26.5M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$12.7M
3
ZP
Zimmer Partners
New York
-$10.5M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$8.35M
5
MCM
Makena Capital Management
California
-$7.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
301
TFC Financial Management
Massachusetts
$30 – – –
CIM
302
Centersquare Investment Management
Pennsylvania
– -$26.5M -880,633 Closed
ZP
303
Zimmer Partners
New York
– -$10.5M -350,000 Closed
MCM
304
Makena Capital Management
California
– -$7.99M -265,212 Closed
Norges Bank
305
Norges Bank
Norway
– -$3.78M -125,300 Closed
GCM
306
Ghisallo Capital Management
Massachusetts
– -$3.01M -100,000 Closed
PCM
307
Prelude Capital Management
New York
– -$1.57M -51,958 Closed
Squarepoint
308
Squarepoint
New York
– -$953K -31,626 Closed
NAAA
309
New Age Alpha Advisors
New York
– -$848K -28,138 Closed
B
310
Bailard
California
– -$817K -27,113 Closed
BFG
311
Bleakley Financial Group
New Jersey
– -$670K -22,246 Closed
CIM
312
Cambria Investment Management
California
– -$574K -19,041 Closed
SRWM
313
Shira Ridge Wealth Management
California
– -$559K -18,569 Closed
ET
314
Entropy Technologies
New York
– -$536K -17,796 Closed
BFM
315
Boothbay Fund Management
New York
– -$480K -15,916 Closed
Mercer Global Advisors
316
Mercer Global Advisors
Colorado
– -$336K -11,136 Closed
CFGS
317
Concourse Financial Group Securities
Alabama
– -$318K -11,070 Closed
CIC
318
Cornercap Investment Counsel
Georgia
– -$300K -9,946 Closed
VA
319
Vident Advisory
Georgia
– -$288K -9,551 Closed
EGM
320
Engineers Gate Manager
New York
– -$281K -9,325 Closed
LCM
321
Landscape Capital Management
New Jersey
– -$237K -7,851 Closed
NRD
322
Nebula Research & Development
New York
– -$231K -7,665 Closed
PA
323
PharVision Advisers
Florida
– -$226K -7,505 Closed
DFG
324
Dynamic Financial Group
Iowa
– -$225K -7,476 Closed
Lido Advisors
325
Lido Advisors
California
– -$221K -7,300 Closed
10 11 12
13
14

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.