We are live on ! Find out more
IVT icon

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
CAC
176
Certified Advisory Corp
Florida
$249K -$174K -6,246 -41%
AF
177
Allworth Financial
California
$246K -$31K -1,115 -11%
SW
178
SkyOak Wealth
Michigan
$243K
DTL
179
Dynamic Technology Lab
Singapore
$239K -$356K -12,801 -59%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$237K -$2.22K -80 -0.9%
GCM
181
Gallacher Capital Management
Colorado
$226K
Two Sigma Advisers
182
Two Sigma Advisers
New York
$225K -$44.5K -1,600 -16%
MAS
183
Madden Advisory Services
Florida
$224K
AIP
184
Ameritas Investment Partners
Nebraska
$222K
CIM
185
Contravisory Investment Management
Massachusetts
$222K +$225K +8,096 New
PAS
186
Park Avenue Securities
New York
$221K -$1.86K -67 -0.8%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$216K -$49.3K -1,773 -18%
DWM
188
Dakota Wealth Management
Florida
$212K
BCM
189
Brookstone Capital Management
Illinois
$210K -$4.84K -174 -2%
State of Wisconsin Investment Board
190
State of Wisconsin Investment Board
Wisconsin
$210K -$1.33K -48 -0.6%
WVP
191
Worth Venture Partners
New Jersey
$208K +$211K +7,600 New
LAM
192
Longboard Asset Management
Arizona
$207K
IAIM
193
International Assets Investment Management
Florida
$207K
EC
194
EntryPoint Capital
New York
$206K -$105K -3,792 -33%
FFN
195
Focus Financial Network
Minnesota
$203K -$56.6K -2,036 -22%
Two Sigma Investments
196
Two Sigma Investments
New York
$202K -$25.3K -911 -11%
IAG
197
Investmark Advisory Group
Connecticut
$202K +$306 +11 +0.1%
MGP
198
M&G plc
United Kingdom
$187K +$19.3K +696 +11%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$181K -$62.2K -2,236 -25%
VIA
200
Virtus Investment Advisers
Connecticut
$169K +$31.4K +1,130 +22%

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.