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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
AAS
151
Avantax Advisory Services
Texas
$434K +$155K +5,255 +55%
SO
152
STRS Ohio
Ohio
$429K – – –
AWM
153
Apollon Wealth Management
South Carolina
$427K -$6.34K -215 -1%
A
154
AlphaQuest
New York
$416K -$825K -28,011 -66%
DekaBank Deutsche Girozentrale
155
DekaBank Deutsche Girozentrale
Germany
$414K – – –
BPA
156
Beacon Pointe Advisors
California
$412K +$619 +21 +0.1%
SEIA
157
Signature Estate & Investment Advisors
California
$406K +$12.3K +416 +3%
PAG
158
Private Advisor Group
New Jersey
$376K -$20.9K -708 -5%
WAM
159
Wolverine Asset Management
Illinois
$368K +$360K +12,212 +3,840%
IF
160
Intrua Financial
Texas
$349K -$16.7K -567 -5%
SWIM
161
Smallwood Wealth Investment Management
New Jersey
$344K +$72.1K +2,445 +26%
PWM
162
Perigon Wealth Management
California
$341K -$5.57K -189 -2%
NAM
163
Nissay Asset Management
Japan
$341K +$8.16K +277 +2%
VCA
164
Verdence Capital Advisors
Maryland
$339K – – –
JFGLC
165
Johnson Financial Group LLC (Colorado)
Colorado
$339K – – –
EC
166
EntryPoint Capital
New York
$333K +$44.4K +1,505 +15%
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$325K – – –
HI
168
Harbour Investments
Wisconsin
$321K -$47.1K -1,599 -13%
Los Angeles Capital Management
169
Los Angeles Capital Management
California
$317K -$147 -5 -0%
US Bancorp
170
US Bancorp
Minnesota
$309K +$176K +5,964 +131%
AQR Capital Management
171
AQR Capital Management
Connecticut
$302K +$68.7K +2,331 +29%
MFG
172
Merit Financial Group
Georgia
$296K +$297K +10,079 New
CWM
173
CarsonAllaria Wealth Management
Illinois
$295K +$1.39K +47 +0.5%
NEI
174
Northwest & Ethical Investments
Ontario, Canada
$292K +$293K +9,942 New
Two Sigma Advisers
175
Two Sigma Advisers
New York
$288K -$248K -8,400 -46%
5 6
7
8 9

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.