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InvenTrust Properties
IVT

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: 307 → 301 (-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

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$25.9M
2
UBS AM
UBS AM
Illinois
+$14.1M
3
SSA
Schonfeld Strategic Advisors
New York
+$12.7M
4
BlackRock
BlackRock
New York
+$8.36M
5
Goldman Sachs
Goldman Sachs
New York
+$8.15M

Top Sellers

Rank Fund Capital Flow
1
CIM
Centersquare Investment Management
Pennsylvania
-$26.5M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$12.7M
3
ZP
Zimmer Partners
New York
-$10.5M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$8.35M
5
MCM
Makena Capital Management
California
-$7.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$1.07M +$766 +26 +0.1%
KAS
102
Kestra Advisory Services
Texas
$1.05M -$46K -1,562 -4%
Jane Street
103
Jane Street
New York
$1.02M +$1.03M +34,786 New
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$990K – – –
RAM
105
Resona Asset Management
Japan
$983K +$81.4K +2,762 +9%
CA
106
Calton & Associates
Florida
$877K +$75.8K +2,571 +9%
Aberdeen Group
107
Aberdeen Group
United Kingdom
$843K +$40.4K +1,371 +5%
GI
108
GAMCO Investors
Connecticut
$837K – – –
SGI
109
Summit Global Investments
Utah
$813K +$816K +27,694 New
Universal-Beteiligungs- und Servicegesellschaft
110
Universal-Beteiligungs- und Servicegesellschaft
Germany
$801K +$804K +27,283 New
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
$794K +$9.22K +313 +1%
Daiwa Securities Group
112
Daiwa Securities Group
Japan
$781K +$33.6K +1,139 +4%
YIH
113
Y-Intercept (HK)
Hong Kong
$748K +$751K +25,467 New
Handelsbanken Fonder
114
Handelsbanken Fonder
Sweden
$740K – – –
COPPSERS
115
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$735K – – –
SEI Investments
116
SEI Investments
Pennsylvania
$719K -$432K -14,673 -37%
American Century Companies
117
American Century Companies
Missouri
$717K +$41.5K +1,408 +6%
New York State Common Retirement Fund
118
New York State Common Retirement Fund
New York
$704K +$112K +3,800 +19%
QT
119
Quantbot Technologies
New York
$687K +$690K +23,400 New
VU
120
Vanderbilt University
Tennessee
$682K +$82K +2,782 +14%
ASRS
121
Arizona State Retirement System
Arizona
$650K -$7.63K -259 -1%
UM
122
UniSuper Management
Australia
$646K +$76.6K +2,600 +13%
AC
123
Allstate Corporation
Illinois
$645K – – –
DTL
124
Dynamic Technology Lab
Singapore
$632K +$634K +21,524 New
SWP
125
Significant Wealth Partners
Illinois
$631K +$99.6K +3,380 +19%
3 4
5
6 7

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.