We are live on ! Find out more
IVT icon

InvenTrust Properties

302 hedge funds and large institutions have $1.6B invested in InvenTrust Properties in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

10% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 97

4% more capital invested

Capital invested by funds: $1.54B → $1.6B (+$65.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.18% less ownership

Funds ownership: 72.25%72.07% (-0.18%)

1% less funds holding

Funds holding: 304302 (-2)

Holders
302
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
107
Reduced
97
Closed
27
Calls
$23K
Puts
Net Calls
+$23K
Net Calls Change
-$29K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$255K +$29.2K +1,031 +13%
CAC
177
Certified Advisory Corp
Florida
$254K -$6.04K -213 -2%
SW
178
SkyOak Wealth
Michigan
$254K
Victory Capital Management
179
Victory Capital Management
Texas
$254K -$8.73K -308 -3%
AF
180
Allworth Financial
California
$253K -$3.97K -140 -2%
BFA
181
Beacon Financial Advisory
Ohio
$252K -$15.7K -553 -6%
GCM
182
Gallacher Capital Management
Colorado
$250K +$14.2K +500 +6%
CBU
183
CIBC Bancorp USA
Illinois
$238K +$236K +8,322 New
Truist Financial
184
Truist Financial
North Carolina
$234K +$232K +8,181 New
MAS
185
Madden Advisory Services
Florida
$234K
DWM
186
Dakota Wealth Management
Florida
$233K +$12K +424 +5%
State of Wisconsin Investment Board
187
State of Wisconsin Investment Board
Wisconsin
$224K +$4.14K +146 +2%
VF
188
Virtu Financial
New York
$221K +$219K +7,738 New
BCM
189
Brookstone Capital Management
Illinois
$220K +$142 +5 +0.1%
LAM
190
Longboard Asset Management
Arizona
$217K
CC
191
Centiva Capital
New York
$216K +$214K +7,549 New
IAG
192
Investmark Advisory Group
Connecticut
$211K +$368 +13 +0.2%
IAIM
193
International Assets Investment Management
Florida
$207K
AWM
194
Affinity Wealth Management
Delaware
$200K +$198K +6,991 New
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$189K +$227 +8 +0.1%
AIP
196
Ameritas Investment Partners
Nebraska
$187K -$45K -1,587 -20%
VIA
197
Virtus Investment Advisers
Connecticut
$168K -$8.36K -295 -5%
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$140K +$11.6K +409 +9%
Fidelity International
199
Fidelity International
Bermuda
$139K +$10.3K +363 +8%
IA
200
IFP Advisors
Florida
$134K +$4.87K +172 +4%

IVT Hedge Fund Activity: Q3 2025 in Review

302 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q3 2025, worth a combined $1.6B — up 4.2% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IVT positions and 27 closed out — a net gain of 4 holders — while 107 added to existing stakes and 97 trimmed.

The largest buyer was Hudson Bay Capital Management, opening a new position worth an estimated $23.3M. The largest seller was Millennium Management, cutting an estimated $28.6M.

  • 302 institutional investors held InvenTrust Properties (IVT) as of Q3 2025, down from 304 in Q2 2025.
  • Funds reported $1.6B of InvenTrust Properties stock for Q3 2025, up 4.2% quarter-over-quarter.
  • 31 funds opened new InvenTrust Properties positions in Q3 2025 and 27 closed out, a net change of +4 holders.
  • The largest InvenTrust Properties buyer in Q3 2025 was Hudson Bay Capital Management, an estimated $23.3M added.
  • The largest InvenTrust Properties seller in Q3 2025 was Millennium Management, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2025.