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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
Fidelity International
201
Fidelity International
Bermuda
$92.3K -$44.2K -1,571 -32%
SIS
202
Sound Income Strategies
Florida
$90.8K -$40.4K -1,433 -31%
SWP
203
Strategic Wealth Partners
Ohio
$77.9K +$58.8K +2,087 +310%
ME
204
McIlrath & Eck
Washington
$74.2K -$10.6K -376 -13%
KFG
205
Kingdom Financial Group
Arizona
$73.6K +$73.5K +2,609 New
KBC Group
206
KBC Group
Belgium
$73K
BNP Paribas Asset Management
207
BNP Paribas Asset Management
France
$71K +$2.39K +85 +3%
AB
208
Amalgamated Bank
New York
$69K -$6.5K -231 -9%
Comerica Bank
209
Comerica Bank
Texas
$66.2K +$1.24K +44 +2%
Mirae Asset Global Investments
210
Mirae Asset Global Investments
South Korea
$64K +$16.1K +570 +34%
PTC
211
Private Trust Company
Ohio
$63.2K
TRCT
212
Tower Research Capital (TRC)
New York
$63.1K -$38.7K -1,374 -38%
SWM
213
Spire Wealth Management
Virginia
$62.5K
AT
214
Avalon Trust
New Mexico
$61.9K +$19.6K +695 +46%
HFS
215
Hantz Financial Services
Michigan
$59K
BC
216
Bulwark Capital
Florida
$58.9K
AG
217
AmeriFlex Group
Nevada
$57.3K +$57.2K +2,030 New
TCOT
218
Trust Company of Toledo
Ohio
$48.5K
PB
219
Prosperity Bancshares
Texas
$47.1K +$47K +1,668 New
DB
220
Danske Bank
Denmark
$45.1K +$31K +1,100 +220%
SAG
221
SageView Advisory Group
California
$44.1K +$44K +1,564 New
VCM
222
Versant Capital Management
Arizona
$42.7K -$17.8K -633 -29%
QWM
223
Quaker Wealth Management
New Jersey
$40.8K
NA
224
NewEdge Advisors
Louisiana
$39.1K -$4.98K -177 -11%
GRP
225
Global Retirement Partners
California
$38.8K +$17.5K +621 +82%