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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
AWA
201
Arkadios Wealth Advisors
Georgia
$216K +$216K +7,338 New
SG Americas Securities
202
SG Americas Securities
New York
$211K +$212K +7,191 New
SFA
203
Sequoia Financial Advisors
Ohio
$206K -$15.1K -511 -7%
Truist Financial
204
Truist Financial
North Carolina
$206K +$7.69K +261 +4%
SWM
205
Spire Wealth Management
Virginia
$184K +$160K +5,435 +660%
MGP
206
M&G plc
United Kingdom
$181K +$184K +6,247 New
GFPC
207
Global Financial Private Client
Florida
$169K
VIA
208
Virtus Investment Advisers
Connecticut
$148K +$148K +5,030 New
IA
209
IFP Advisors
Florida
$137K -$113K -3,849 -45%
KBC Group
210
KBC Group
Belgium
$110K +$111K +3,760 New
MCM
211
MAI Capital Management
Ohio
$105K +$88 +3 +0.1%
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$90.2K -$6.6K -224 -6%
ME
213
McIlrath & Eck
Washington
$88.3K
AB
214
Amalgamated Bank
New York
$79K +$8.72K +296 +12%
PTC
215
Private Trust Company
Ohio
$67.8K
BCMLT
216
Beacon Capital Management LLC (Tennessee)
Tennessee
$66.8K -$41.1K -1,394 -38%
TRCT
217
Tower Research Capital (TRC)
New York
$66.3K -$2.8K -95 -4%
Comerica Bank
218
Comerica Bank
Texas
$65.9K +$29.5K +1,001 +80%
HFS
219
Hantz Financial Services
Michigan
$61K
Mirae Asset Global Investments
220
Mirae Asset Global Investments
South Korea
$60.9K -$2.03K -69 -3%
AG
221
AmeriFlex Group
Nevada
$59.6K
BAMF
222
BI Asset Management Fondsmaeglerselskab
Denmark
$57K +$57.2K +1,942 New
NA
223
NewEdge Advisors
Louisiana
$46.8K -$13.4K -454 -22%
BWM
224
Bernard Wealth Management
Michigan
$43.3K -$29.1K -989 -40%
GFM
225
GF Fund Management
China
$42.9K +$1.74K +59 +4%

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.