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InvenTrust Properties

302 hedge funds and large institutions have $1.6B invested in InvenTrust Properties in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

10% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 97

4% more capital invested

Capital invested by funds: $1.54B → $1.6B (+$65.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.18% less ownership

Funds ownership: 72.25%72.07% (-0.18%)

1% less funds holding

Funds holding: 304302 (-2)

Holders
302
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
107
Reduced
97
Closed
27
Calls
$23K
Puts
Net Calls
+$23K
Net Calls Change
-$29K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$1.83M +$104K +3,669 +6%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$1.82M +$403K +14,230 +29%
Man Group
78
Man Group
United Kingdom
$1.73M +$1.71M +60,356 New
UBS Group
79
UBS Group
Switzerland
$1.7M -$889K -31,371 -35%
JCIA
80
Jackson Creek Investment Advisors
Colorado
$1.68M -$652 -23 -0%
Mitsubishi UFJ Asset Management
81
Mitsubishi UFJ Asset Management
Japan
$1.66M +$56.7K +2,000 +4%
Zurich Cantonal Bank
82
Zurich Cantonal Bank
Switzerland
$1.5M +$47.7K +1,683 +3%
MWM
83
Moran Wealth Management
Florida
$1.48M -$31.2K -1,100 -2%
Lazard Asset Management
84
Lazard Asset Management
New York
$1.47M +$116K +4,088 +9%
MIM
85
MetLife Investment Management
New Jersey
$1.38M -$793 -28 -0.1%
Canada Life
86
Canada Life
Manitoba, Canada
$1.3M -$21.5K -760 -2%
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.26M +$46K +1,625 +4%
SOADOR
88
State of Alaska Department of Revenue
Alaska
$1.2M +$115K +4,062 +11%
SCM
89
Sterling Capital Management
North Carolina
$1.19M +$78.3K +2,763 +7%
AWA
90
Arete Wealth Advisors
Illinois
$1.17M +$2.38K +84 +0.2%
HighTower Advisors
91
HighTower Advisors
Illinois
$1.16M -$40.6K -1,434 -3%
SEI Investments
92
SEI Investments
Pennsylvania
$1.1M -$963 -34 -0.1%
Amundi
93
Amundi
France
$1.09M +$44K +1,552 +4%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.09M -$83.8K -2,956 -7%
HAG
95
HighPoint Advisor Group
Illinois
$1.08M -$44.5K -1,571 -4%
Creative Planning
96
Creative Planning
Kansas
$1.06M +$55.8K +1,968 +6%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$1.04M +$268K +9,451 +33%
Mirae Asset Global ETFs Holdings
98
Mirae Asset Global ETFs Holdings
Hong Kong
$1.04M -$185K -6,517 -15%
PCIA
99
Prime Capital Investment Advisors
Kansas
$1.04M -$63.3K -2,233 -6%
IIM
100
INTECH Investment Management
Florida
$1.02M -$75K -2,648 -7%

IVT Hedge Fund Activity: Q3 2025 in Review

302 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q3 2025, worth a combined $1.6B — up 4.2% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IVT positions and 27 closed out — a net gain of 4 holders — while 107 added to existing stakes and 97 trimmed.

The largest buyer was Hudson Bay Capital Management, opening a new position worth an estimated $23.3M. The largest seller was Millennium Management, cutting an estimated $28.6M.

  • 302 institutional investors held InvenTrust Properties (IVT) as of Q3 2025, down from 304 in Q2 2025.
  • Funds reported $1.6B of InvenTrust Properties stock for Q3 2025, up 4.2% quarter-over-quarter.
  • 31 funds opened new InvenTrust Properties positions in Q3 2025 and 27 closed out, a net change of +4 holders.
  • The largest InvenTrust Properties buyer in Q3 2025 was Hudson Bay Capital Management, an estimated $23.3M added.
  • The largest InvenTrust Properties seller in Q3 2025 was Millennium Management, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2025.