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InvenTrust Properties

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: 307301 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
76
Zurich Cantonal Bank
Switzerland
$1.54M +$108K +3,679 +8%
Mitsubishi UFJ Asset Management
77
Mitsubishi UFJ Asset Management
Japan
$1.53M -$11.9K -405 -0.8%
Macquarie Group
78
Macquarie Group
Australia
$1.52M -$318K -10,787 -17%
Verition Fund Management
79
Verition Fund Management
Connecticut
$1.51M -$8.35M -283,391 -85%
JCIA
80
Jackson Creek Investment Advisors
Colorado
$1.49M -$973 -33 -0.1%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$1.45M -$57.4K -1,948 -4%
IIM
82
INTECH Investment Management
Florida
$1.43M +$435K +14,745 +44%
MIM
83
MetLife Investment Management
New Jersey
$1.42M -$22.7K -769 -2%
Lazard Asset Management
84
Lazard Asset Management
New York
$1.38M +$247K +8,388 +22%
Mirae Asset Global ETFs Holdings
85
Mirae Asset Global ETFs Holdings
Hong Kong
$1.35M +$59.4K +2,014 +5%
Allianz Asset Management
86
Allianz Asset Management
Germany
$1.32M -$6.66M -226,032 -83%
HighTower Advisors
87
HighTower Advisors
Illinois
$1.31M -$88.5K -3,003 -6%
PCIA
88
Prime Capital Investment Advisors
Kansas
$1.29M +$36.2K +1,230 +3%
AWA
89
Arete Wealth Advisors
Illinois
$1.29M +$62.6K +2,123 +5%
Canada Life
90
Canada Life
Manitoba, Canada
$1.28M +$61.5K +2,086 +5%
Amundi
91
Amundi
France
$1.27M +$118K +4,018 +10%
Ohio Public Employees Retirement System (OPERS)
92
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.24M -$184K -6,236 -13%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.24M +$106K +3,599 +9%
GWM
94
Geneos Wealth Management
Colorado
$1.16M +$643K +21,831 +125%
HAG
95
HighPoint Advisor Group
Illinois
$1.13M -$9.7K -329 -0.8%
SCM
96
Sterling Capital Management
North Carolina
$1.12M -$40.6K -1,378 -3%
TAM
97
Third Avenue Management
New York
$1.12M
CF
98
Corebridge Financial
Texas
$1.12M -$16.6K -563 -1%
First Trust Advisors
99
First Trust Advisors
Illinois
$1.11M -$99.7K -3,383 -8%
SOADOR
100
State of Alaska Department of Revenue
Alaska
$1.1M +$14K +475 +1%

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.