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InvenTrust Properties

321 hedge funds and large institutions have $1.85B invested in InvenTrust Properties in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 104 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $61K | Put options by funds: $15K

108% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 26

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

16% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 90

9% more capital invested

Capital invested by funds: $1.7B → $1.85B (+$147M)

7% more funds holding

Funds holding: 300321 (+21)

0.38% more ownership

Funds ownership: 77.69%78.07% (+0.38%)

Holders
321
Holders Change
+21
Holders Change %
+7%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
54
Increased
104
Reduced
90
Closed
26
Calls
$61K
Puts
$15K
Net Calls
+$46K
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
301
JPL Wealth Management
Colorado
$2.29K +$2.26K +75 New
RFP
302
Root Financial Partners
California
$1.95K +$1.93K +64 New
SIS
303
Strategic Investment Solutions
Illinois
$1.86K
BIA
304
Bell Investment Advisors
California
$1.71K
SS
305
Sunbelt Securities
Texas
$1.55K +$1.54K +51 New
C
306
Covestor
United Kingdom
$1K -$1.08K -36 -50%
SPIA
307
Steward Partners Investment Advisory
New York
$853
EP
308
Essential Partners
California
$792
PWA
309
Physician Wealth Advisors
Utah
$640 +$633 +21 New
SAM
310
Smartleaf Asset Management
Massachusetts
$430
DF
311
DecisionPoint Financial
Arizona
$427
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$426 +$422 +14 New
M
313
MOTCO
Texas
$305
CIAM
314
Caitong International Asset Management
Hong Kong
$305 +$301 +10 New
SHIM
315
Stone House Investment Management
Pennsylvania
$274 +$271 +9 New
TWD
316
True Wealth Design
Ohio
$214 -$181 -6 -46%
TPCW
317
TD Private Client Wealth
New York
$152
DF
318
Dunhill Financial
United Kingdom
$126
HFS
319
Hughes Financial Services
Virginia
$91 +$30 +1 +50%
SVCP
320
Silicon Valley Capital Partners
California
$91 +$90 +3 New
TFM
321
TFC Financial Management
Massachusetts
$61
Hudson Bay Capital Management
322
Hudson Bay Capital Management
Connecticut
-$20.9M -740,690 Closed
AMH
323
Apollo Management Holdings
New York
-$4.53M -160,580 Closed
Teacher Retirement System of Texas
324
Teacher Retirement System of Texas
Texas
-$1.62M -57,392 Closed
Man Group
325
Man Group
United Kingdom
-$1.6M -56,736 Closed