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InvenTrust Properties

304 hedge funds and large institutions have $1.54B invested in InvenTrust Properties in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

1.15% more ownership

Funds ownership: 71.1%72.25% (+1.2%)

9% more call options, than puts

Call options by funds: $600K | Put options by funds: $548K

1% more funds holding

Funds holding: 301304 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $1.61B → $1.54B (-$77.8M)

13% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 108

Holders
304
Holders Change
+3
Holders Change %
+1%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
94
Reduced
108
Closed
32
Calls
$600K
Puts
$548K
Net Calls
+$52K
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Change in
Stake
II
151
IFM Investors
Australia
$341K -$86.7K -3,118 -20%
MML Investors Services
152
MML Investors Services
Massachusetts
$335K +$107K +3,839 +46%
NAM
153
Nissay Asset Management
Japan
$332K +$13.8K +497 +4%
CCWA
154
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$329K +$334K +12,000 New
IF
155
Intrua Financial
Texas
$318K -$8.56K -308 -3%
PWM
156
Perigon Wealth Management
California
$317K -$1.17K -42 -0.4%
VCA
157
Verdence Capital Advisors
Maryland
$317K
JFGLC
158
Johnson Financial Group LLC (Colorado)
Colorado
$316K
PAG
159
Private Advisor Group
New Jersey
$310K -$41.3K -1,487 -12%
QCM
160
Quantinno Capital Management
New York
$309K +$313K +11,277 New
A
161
AlphaQuest
New York
$307K -$82.4K -2,963 -21%
Public Employees Retirement Association of Colorado
162
Public Employees Retirement Association of Colorado
Colorado
$303K
HI
163
Harbour Investments
Wisconsin
$299K
CIA
164
Concurrent Investment Advisors
Florida
$286K +$51.5K +1,854 +22%
MFG
165
Merit Financial Group
Georgia
$282K +$5.59K +201 +2%
CWM
166
CarsonAllaria Wealth Management
Illinois
$276K +$1.5K +54 +0.5%
NEI
167
Northwest & Ethical Investments
Ontario, Canada
$274K
SEIA
168
Signature Estate & Investment Advisors
California
$270K -$110K -3,956 -29%
US Bancorp
169
US Bancorp
Minnesota
$267K -$22K -793 -8%
CWM
170
CIBC World Markets
New York
$264K -$211K -7,580 -44%
SHF
171
Safe Harbor Fiduciary
Florida
$263K
Pictet Asset Management
172
Pictet Asset Management
Switzerland
$261K -$191K -6,879 -42%
TRCT
173
Tower Research Capital (TRC)
New York
$259K +$200K +7,182 +318%
BFA
174
Beacon Financial Advisory
Ohio
$256K +$260K +9,347 New
Victory Capital Management
175
Victory Capital Management
Texas
$252K -$2.92K -105 -1%

IVT Hedge Fund Activity: Q2 2025 in Review

304 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q2 2025, worth a combined $1.54B — down 4.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IVT positions and 32 closed out — a net gain of 4 holders — while 94 added to existing stakes and 108 trimmed.

The largest buyer was Vision Capital, adding an estimated $17.8M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $19.4M sold.

  • 304 institutional investors held InvenTrust Properties (IVT) as of Q2 2025, up from 301 in Q1 2025.
  • Funds reported $1.54B of InvenTrust Properties stock for Q2 2025, down 4.8% quarter-over-quarter.
  • 36 funds opened new InvenTrust Properties positions in Q2 2025 and 32 closed out, a net change of +4 holders.
  • The largest InvenTrust Properties buyer in Q2 2025 was Vision Capital, an estimated $17.8M added.
  • The largest InvenTrust Properties seller in Q2 2025 was Schonfeld Strategic Advisors, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2025.