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InvenTrust Properties
IVT

Overview Fund Activity

299 hedge funds and large institutions have $1.61B invested in InvenTrust Properties in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 102 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-6
Holders Change %
-1.97%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
38
Increased
99
Reduced
102
Closed
39
Calls
$861K
Puts
$509K
Net Calls
+$352K
Net Calls Change
+$156K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$25.8M
2
UBS AM
UBS AM
Illinois
+$14.1M
3
SSA
Schonfeld Strategic Advisors
New York
+$12.7M
4
BlackRock
BlackRock
New York
+$8.33M
5
Goldman Sachs
Goldman Sachs
New York
+$8.12M

Top Sellers

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
-$8.32M
5
MCM
Makena Capital Management
California
-$7.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
151
STRS Ohio
Ohio
$429K – – –
AWM
152
Apollon Wealth Management
South Carolina
$427K -$6.31K -215 -1%
A
153
AlphaQuest
New York
$416K -$823K -28,011 -66%
DekaBank Deutsche Girozentrale
154
DekaBank Deutsche Girozentrale
Germany
$414K – – –
BPA
155
Beacon Pointe Advisors
California
$412K +$617 +21 +0.1%
SEIA
156
Signature Estate & Investment Advisors
California
$406K +$12.2K +416 +3%
PAG
157
Private Advisor Group
New Jersey
$376K -$20.8K -708 -5%
WAM
158
Wolverine Asset Management
Illinois
$368K +$359K +12,212 +3,840%
IF
159
Intrua Financial
Texas
$349K -$16.7K -567 -5%
SWIM
160
Smallwood Wealth Investment Management
New Jersey
$344K +$71.8K +2,445 +26%
PWM
161
Perigon Wealth Management
California
$341K -$5.55K -189 -2%
NAM
162
Nissay Asset Management
Japan
$341K +$8.14K +277 +2%
VCA
163
Verdence Capital Advisors
Maryland
$339K – – –
JFGLC
164
Johnson Financial Group LLC (Colorado)
Colorado
$339K – – –
EC
165
EntryPoint Capital
New York
$333K +$44.2K +1,505 +15%
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$325K – – –
HI
167
Harbour Investments
Wisconsin
$321K -$47K -1,599 -13%
Los Angeles Capital Management
168
Los Angeles Capital Management
California
$317K -$147 -5 -0%
US Bancorp
169
US Bancorp
Minnesota
$309K +$175K +5,964 +131%
AQR Capital Management
170
AQR Capital Management
Connecticut
$302K +$68.5K +2,331 +29%
MFG
171
Merit Financial Group
Georgia
$296K +$296K +10,079 New
CWM
172
CarsonAllaria Wealth Management
Illinois
$295K +$1.38K +47 +0.5%
NEI
173
Northwest & Ethical Investments
Ontario, Canada
$292K +$292K +9,942 New
Two Sigma Advisers
174
Two Sigma Advisers
New York
$288K -$247K -8,400 -46%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$284K -$44.9K -1,530 -14%
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