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InvenTrust Properties

300 hedge funds and large institutions have $1.7B invested in InvenTrust Properties in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 103 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.6B → $1.7B (+$100M)

5.62% more ownership

Funds ownership: 72.07%77.69% (+5.6%)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

6% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 97

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 302300 (-2)

Holders
300
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
40
Increased
103
Reduced
97
Closed
37
Calls
$110K
Puts
Net Calls
+$110K
Net Calls Change
+$87K
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
151
Nissay Asset Management
Japan
$334K -$7.58K -269 -2%
PAS
152
Park Avenue Securities
New York
$333K +$52.1K +1,849 +19%
VCA
153
Verdence Capital Advisors
Maryland
$326K
First Trust Advisors
154
First Trust Advisors
Illinois
$321K +$2.37K +84 +0.7%
EC
155
EntryPoint Capital
New York
$320K
Pictet Asset Management
156
Pictet Asset Management
Switzerland
$317K
PWM
157
Perigon Wealth Management
California
$310K -$11.8K -420 -4%
MFG
158
Merit Financial Group
Georgia
$304K +$7.29K +259 +2%
PAG
159
Private Advisor Group
New Jersey
$301K -$19.4K -689 -6%
IF
160
Intrua Financial
Texas
$301K +$56 +2 +0%
GHI
161
Gross & Hartman Investments
Pennsylvania
$296K +$296K +10,495 New
SHFC
162
Safe Harbor Family Capital
North Carolina
$296K +$296K +10,495 New
ET
163
Entropy Technologies
New York
$290K +$290K +10,296 New
BPA
164
Beacon Pointe Advisors
California
$285K -$87.4K -3,104 -23%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$278K +$26.9K +956 +11%
HIS
166
Harvest Investment Services
Illinois
$278K -$2.34K -83 -0.8%
CIA
167
Concurrent Investment Advisors
Florida
$266K -$29.3K -1,040 -10%
Truist Financial
168
Truist Financial
North Carolina
$265K +$34K +1,206 +15%
SHF
169
Safe Harbor Fiduciary
Florida
$263K +$298K +10,574 New
HI
170
Harbour Investments
Wisconsin
$260K -$45K -1,597 -15%
SEIA
171
Signature Estate & Investment Advisors
California
$258K -$19.4K -688 -7%
Mercer Global Advisors
172
Mercer Global Advisors
Colorado
$254K +$253K +9,002 New
CAC
173
Certified Advisory Corp
Florida
$251K +$197 +7 +0.1%
SW
174
SkyOak Wealth
Michigan
$251K
Victory Capital Management
175
Victory Capital Management
Texas
$250K -$84 -3 -0%