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InvenTrust Properties

321 hedge funds and large institutions have $1.85B invested in InvenTrust Properties in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 104 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $61K | Put options by funds: $15K

108% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 26

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

16% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 90

9% more capital invested

Capital invested by funds: $1.7B → $1.85B (+$147M)

7% more funds holding

Funds holding: 300321 (+21)

0.38% more ownership

Funds ownership: 77.69%78.07% (+0.38%)

Holders
321
Holders Change
+21
Holders Change %
+7%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
54
Increased
104
Reduced
90
Closed
26
Calls
$61K
Puts
$15K
Net Calls
+$46K
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
201
Harbour Investments
Wisconsin
$222K -$58.7K -1,949 -21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
202
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$222K +$219K +7,275 New
CIP
203
Cornerstone Investment Partners
Georgia
$219K +$216K +7,178 New
VPIM
204
Vanguard Personalized Indexing Management
California
$218K +$216K +7,170 New
FFN
205
Focus Financial Network
Minnesota
$212K -$24.1K -801 -10%
IAG
206
Investmark Advisory Group
Connecticut
$209K +$207K +6,858 New
DE
207
Diversified Enterprises
Delaware
$203K +$201K +6,678 New
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$203K +$1.48K +49 +0.7%
AWM
209
Affinity Wealth Management
Delaware
$203K +$201K +6,658 New
AIP
210
Ameritas Investment Partners
Nebraska
$199K
TRCT
211
Tower Research Capital (TRC)
New York
$194K +$124K +4,131 +185%
SWIM
212
Smallwood Wealth Investment Management
New Jersey
$185K
IA
213
IFP Advisors
Florida
$184K +$43.2K +1,433 +31%
AssetMark Inc
214
AssetMark Inc
California
$169K +$7.99K +265 +5%
SOW
215
State of Wyoming
Wyoming
$137K -$83K -2,756 -38%
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$132K -$106K -3,531 -45%
PWM
217
Peterson Wealth Management
Nevada
$129K +$128K +4,235 New
IUHSA
218
Itau Unibanco Holding S.A.
Brazil
$123K +$122K +4,040 New
KFG
219
Kingdom Financial Group
Arizona
$103K +$23.3K +773 +30%
LAS
220
Lloyd Advisory Services
Georgia
$103K +$95.4K +3,167 +1,473%
US Bancorp
221
US Bancorp
Minnesota
$96.9K -$21.3K -708 -18%
SIS
222
Sound Income Strategies
Florida
$96.2K +$1.08K +36 +1%
MCM
223
MAI Capital Management
Ohio
$94K -$5.91K -196 -6%
Fidelity International
224
Fidelity International
Bermuda
$91.7K -$7.87K -261 -8%
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$87.8K +$82.1K +2,726 +1,759%