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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
TWD
301
True Wealth Design
Ohio
$192 -$222 -8 -53%
EP
302
Essential Partners
California
$137 +$139 +5 New
TFM
303
TFC Financial Management
Massachusetts
$28
CAM
304
Creekmur Asset Management
Illinois
$16 -$8.73K -314 -100%
SSA
305
Schonfeld Strategic Advisors
New York
-$19.4M -661,897 Closed
DFCM
306
Dark Forest Capital Management
Puerto Rico
-$3.55M -120,795 Closed
ERSOT
307
Employees Retirement System of Texas
Texas
-$2.77M -94,497 Closed
GCM
308
Greenland Capital Management
New York
-$2.39M -81,408 Closed
Allianz Asset Management
309
Allianz Asset Management
Germany
-$1.32M -44,963 Closed
TAM
310
Third Avenue Management
New York
-$1.12M -38,000 Closed
CF
311
Corebridge Financial
Texas
-$1.12M -37,976 Closed
YIH
312
Y-Intercept (HK)
Hong Kong
-$748K -25,467 Closed
AC
313
Allstate Corporation
Illinois
-$645K -21,975 Closed
FRM
314
Fox Run Management
Connecticut
-$625K -21,264 Closed
SFI
315
Susquehanna Fundamental Investments
Pennsylvania
-$620K -21,097 Closed
AWM
316
Apollon Wealth Management
South Carolina
-$427K -14,554 Closed
Los Angeles Capital Management
317
Los Angeles Capital Management
California
-$317K -10,787 Closed
SPC
318
Sigma Planning Corp
Michigan
-$217K -7,390 Closed
AWM
319
Affinity Wealth Management
Delaware
-$216K -7,353 Closed
AWA
320
Arkadios Wealth Advisors
Georgia
-$216K -7,338 Closed
SG Americas Securities
321
SG Americas Securities
New York
-$211K -7,191 Closed
SFA
322
Sequoia Financial Advisors
Ohio
-$206K -7,020 Closed
Truist Financial
323
Truist Financial
North Carolina
-$206K -7,016 Closed
GFPC
324
Global Financial Private Client
Florida
-$169K -5,752 Closed
AG
325
AmeriFlex Group
Nevada
-$59.6K -2,030 Closed

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.