IVT icon

InvenTrust Properties

299 hedge funds and large institutions have $1.53B invested in InvenTrust Properties in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $1.61B → $1.53B (-$79.2M)

17% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 109

Holders
299
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
$600K
Puts
$548K
Net Calls
Net Calls Change

Top Sellers

1 -$19.4M
2 -$12.9M
3 -$7.08M
4
BlackRock
BlackRock
New York
-$6.58M
5
NL
Nuveen LLC
North Carolina
-$5.17M
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
151
Nissay Asset Management
Japan
$332K
CCWA
152
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$329K
IF
153
Intrua Financial
Texas
$318K
PWM
154
Perigon Wealth Management
California
$317K
VCA
155
Verdence Capital Advisors
Maryland
$317K
JFGLC
156
Johnson Financial Group LLC (Colorado)
Colorado
$316K
PAG
157
Private Advisor Group
New Jersey
$310K
QCM
158
Quantinno Capital Management
New York
$309K
A
159
AlphaQuest
New York
$307K
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$303K
HI
161
Harbour Investments
Wisconsin
$299K
CIA
162
Concurrent Investment Advisors
Florida
$286K
MFG
163
Merit Financial Group
Georgia
$282K
CWM
164
CarsonAllaria Wealth Management
Illinois
$276K
NEI
165
Northwest & Ethical Investments
Ontario, Canada
$274K
SEIA
166
Signature Estate & Investment Advisors
California
$270K
US Bancorp
167
US Bancorp
Minnesota
$267K
CWM
168
CIBC World Markets
New York
$264K
SHF
169
Safe Harbor Fiduciary
Florida
$263K
Pictet Asset Management
170
Pictet Asset Management
Switzerland
$261K
TRCT
171
Tower Research Capital (TRC)
New York
$259K
BFA
172
Beacon Financial Advisory
Ohio
$256K
Victory Capital Management
173
Victory Capital Management
Texas
$252K
CAC
174
Certified Advisory Corp
Florida
$249K
AF
175
Allworth Financial
California
$246K