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InvenTrust Properties

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: 307301 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$284K -$45.1K -1,530 -14%
AF
177
Allworth Financial
California
$279K +$32.6K +1,106 +12%
CAM
178
Cresset Asset Management
Illinois
$278K -$459K -15,562 -62%
FFN
179
Focus Financial Network
Minnesota
$277K -$28K -951 -9%
Victory Capital Management
180
Victory Capital Management
Texas
$273K -$6.01K -204 -2%
SHF
181
Safe Harbor Fiduciary
Florida
$263K
SW
182
SkyOak Wealth
Michigan
$261K
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$260K +$14.9K +506 +6%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$256K -$11.8K -402 -4%
CIA
185
Concurrent Investment Advisors
Florida
$252K -$77.4K -2,625 -23%
BNP Paribas Financial Markets
186
BNP Paribas Financial Markets
France
$250K -$13.3K -452 -5%
MML Investors Services
187
MML Investors Services
Massachusetts
$246K +$6.9K +234 +3%
Two Sigma Investments
188
Two Sigma Investments
New York
$243K -$1.88M -63,757 -88%
GCM
189
Gallacher Capital Management
Colorado
$242K
MAS
190
Madden Advisory Services
Florida
$240K
PAS
191
Park Avenue Securities
New York
$239K +$240K +8,141 New
AIP
192
Ameritas Investment Partners
Nebraska
$238K
BCM
193
Brookstone Capital Management
Illinois
$231K -$14K -475 -6%
DWM
194
Dakota Wealth Management
Florida
$227K -$76.3K -2,590 -25%
State of Wisconsin Investment Board
195
State of Wisconsin Investment Board
Wisconsin
$227K +$15.5K +525 +7%
LAM
196
Longboard Asset Management
Arizona
$222K
IAIM
197
International Assets Investment Management
Florida
$222K -$25.8K -875 -10%
SPC
198
Sigma Planning Corp
Michigan
$217K -$5.33K -181 -2%
IAG
199
Investmark Advisory Group
Connecticut
$216K -$3.65K -124 -2%
AWM
200
Affinity Wealth Management
Delaware
$216K +$217K +7,353 New

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.