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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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$3.39M -$180K -6,477 -5%
UBS AM
52
UBS AM
Illinois
$3.16M -$13.1M -471,609 -80%
Jane Street
53
Jane Street
New York
$3.15M +$2.23M +80,200 +231%
Nomura Asset Management
54
Nomura Asset Management
Japan
$2.99M +$100K +3,600 +3%
Connor, Clark & Lunn Investment Management (CC&L)
55
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.89M +$211K +7,606 +8%
Wells Fargo
56
Wells Fargo
California
$2.8M +$160K +5,752 +6%
PAM
57
Panagora Asset Management
Massachusetts
$2.68M
Citigroup
58
Citigroup
New York
$2.61M -$1.79M -64,227 -40%
AllianceBernstein
59
AllianceBernstein
Tennessee
$2.58M -$53.7K -1,932 -2%
UBS Group
60
UBS Group
Switzerland
$2.48M -$188K -6,762 -7%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$2.43M -$958K -34,458 -28%
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$2.39M +$88.5K +3,182 +4%
GCA
63
GSI Capital Advisors
California
$2.38M +$6.67K +240 +0.3%
Osaic Holdings
64
Osaic Holdings
Arizona
$2.3M +$6.42K +231 +0.3%
Deutsche Bank
65
Deutsche Bank
Germany
$2.22M -$264K -9,513 -10%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$2.13M +$4.78K +172 +0.2%
HCA
67
Harbor Capital Advisors
Illinois
$1.98M +$195K +7,017 +11%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$1.95M +$17.8K +640 +0.9%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$1.94M -$162K -5,817 -8%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$1.9M -$79K -2,843 -4%
State of New Jersey Common Pension Fund D
71
State of New Jersey Common Pension Fund D
New Jersey
$1.89M +$95.5K +3,437 +5%
First Trust Advisors
72
First Trust Advisors
Illinois
$1.84M +$820K +29,484 +78%
AG
73
Algert Global
California
$1.68M -$155K -5,560 -8%
Teacher Retirement System of Texas
74
Teacher Retirement System of Texas
Texas
$1.66M -$124K -4,448 -7%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$1.65M +$169K +6,075 +11%

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.