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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
GCM
176
Gallacher Capital Management
Colorado
$243K -$4.22K -150 -2%
AF
177
Allworth Financial
California
$233K -$16.1K -571 -6%
MAS
178
Madden Advisory Services
Florida
$231K
DWM
179
Dakota Wealth Management
Florida
$230K
IAIM
180
International Assets Investment Management
Florida
$230K +$16.1K +571 +8%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$223K -$97.4K -3,458 -31%
FFN
182
Focus Financial Network
Minnesota
$219K +$219K +7,766 New
BCM
183
Brookstone Capital Management
Illinois
$217K +$141 +5 +0.1%
LAM
184
Longboard Asset Management
Arizona
$214K
SOW
185
State of Wyoming
Wyoming
$204K -$115K -4,082 -36%
M&T Bank
186
M&T Bank
New York
$204K +$204K +7,231 New
JFG
187
Jefferies Financial Group
New York
$201K +$201K +7,128 New
NEI
188
Northwest & Ethical Investments
Ontario, Canada
$197K -$82.8K -2,942 -30%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$197K -$55.8K -1,981 -22%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$186K -$253 -9 -0.1%
AIP
191
Ameritas Investment Partners
Nebraska
$184K
FFA
192
Farther Finance Advisors
California
$177K +$100K +3,559 +131%
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$176K +$37.6K +1,336 +27%
SWIM
194
Smallwood Wealth Investment Management
New Jersey
$171K -$130K -4,607 -43%
AssetMark Inc
195
AssetMark Inc
California
$149K +$116K +4,117 +358%
QT
196
Quantbot Technologies
New York
$144K +$144K +5,120 New
IA
197
IFP Advisors
Florida
$130K -$1.94K -69 -1%
LIMS
198
Lasalle Investment Management Securities
Maryland
$110K +$110K +3,908 New
US Bancorp
199
US Bancorp
Minnesota
$110K +$1.18K +42 +1%
MCM
200
MAI Capital Management
Ohio
$92.6K +$113 +4 +0.1%