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
SIS
201
Sound Income Strategies
Florida
$125K +$129K +4,557 New
US Bancorp
202
US Bancorp
Minnesota
$110K -$167K -5,890 -60%
TRCT
203
Tower Research Capital (TRC)
New York
$103K -$165K -5,827 -62%
MCM
204
MAI Capital Management
Ohio
$93.8K -$8.39K -296 -8%
ME
205
McIlrath & Eck
Washington
$86K
FFA
206
Farther Finance Advisors
California
$78K +$58.5K +2,065 +312%
AB
207
Amalgamated Bank
New York
$77K
KBC Group
208
KBC Group
Belgium
$74K
BNP Paribas Asset Management
209
BNP Paribas Asset Management
France
$70K +$24.3K +857 +54%
Comerica Bank
210
Comerica Bank
Texas
$65.9K +$340 +12 +0.5%
PTC
211
Private Trust Company
Ohio
$64.2K -$1.84K -65 -3%
SWM
212
Spire Wealth Management
Virginia
$63.4K
VCM
213
Versant Capital Management
Arizona
$61.4K
HFS
214
Hantz Financial Services
Michigan
$60K
BC
215
Bulwark Capital
Florida
$59.8K
TCOT
216
Trust Company of Toledo
Ohio
$49.2K
Mirae Asset Global Investments
217
Mirae Asset Global Investments
South Korea
$48.6K +$2.69K +95 +6%
NFSG
218
Newbridge Financial Services Group
Florida
$48.5K +$32.5K +1,146 +208%
NA
219
NewEdge Advisors
Louisiana
$44.7K
AT
220
Avalon Trust
New Mexico
$42.9K +$42.5K +1,500 New
QWM
221
Quaker Wealth Management
New Jersey
$41.4K
EWA
222
EverSource Wealth Advisors
Alabama
$39K -$142 -5 -0.4%
PA
223
Parallel Advisors
California
$38.2K
GFM
224
GF Fund Management
China
$36.9K -$2.13K -75 -5%
HWA
225
Heritage Wealth Advisors
Virginia
$35.8K

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.