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InvenTrust Properties

294 hedge funds and large institutions have $1.7B invested in InvenTrust Properties in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 99 increasing their positions, 96 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
151
First Trust Advisors
Illinois
$321K
EC
152
EntryPoint Capital
New York
$320K
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$317K
PWM
154
Perigon Wealth Management
California
$310K
MFG
155
Merit Financial Group
Georgia
$304K
PAG
156
Private Advisor Group
New Jersey
$301K
IF
157
Intrua Financial
Texas
$301K
SHFC
158
Safe Harbor Family Capital
North Carolina
$296K
ET
159
Entropy Technologies
New York
$290K
BPA
160
Beacon Pointe Advisors
California
$285K
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$278K
HIS
162
Harvest Investment Services
Illinois
$278K
CIA
163
Concurrent Investment Advisors
Florida
$266K
Truist Financial
164
Truist Financial
North Carolina
$265K
SHF
165
Safe Harbor Fiduciary
Florida
$263K
HI
166
Harbour Investments
Wisconsin
$260K
SEIA
167
Signature Estate & Investment Advisors
California
$258K
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$254K
CAC
169
Certified Advisory Corp
Florida
$251K
SW
170
SkyOak Wealth
Michigan
$251K
Victory Capital Management
171
Victory Capital Management
Texas
$250K
GCM
172
Gallacher Capital Management
Colorado
$243K
AF
173
Allworth Financial
California
$233K
MAS
174
Madden Advisory Services
Florida
$231K
DWM
175
Dakota Wealth Management
Florida
$230K