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InvenTrust Properties
IVT

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: 307 → 301 (-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

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$25.9M
2
UBS AM
UBS AM
Illinois
+$14.1M
3
SSA
Schonfeld Strategic Advisors
New York
+$12.7M
4
BlackRock
BlackRock
New York
+$8.36M
5
Goldman Sachs
Goldman Sachs
New York
+$8.15M

Top Sellers

Rank Fund Capital Flow
1
CIM
Centersquare Investment Management
Pennsylvania
-$26.5M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$12.7M
3
ZP
Zimmer Partners
New York
-$10.5M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$8.35M
5
MCM
Makena Capital Management
California
-$7.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$320M +$5.35M +181,423 +2%
BlackRock
2
BlackRock
New York
$233M +$8.36M +283,529 +4%
Principal Financial Group
3
Principal Financial Group
Iowa
$131M +$2.92M +99,196 +2%
State Street
4
State Street
Massachusetts
$83.3M +$3.09M +104,686 +4%
Millennium Management
5
Millennium Management
New York
$77.1M +$4.92M +166,881 +7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$58.4M +$1.55M +52,521 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$45.9M +$6.03M +204,635 +15%
Charles Schwab
8
Charles Schwab
California
$38.6M +$1.07M +36,397 +3%
N
9
Nuveen
North Carolina
$30.6M -$4.45M -151,140 -13%
Northern Trust
10
Northern Trust
Illinois
$29.7M -$78.7K -2,672 -0.3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$27.7M +$1.04M +35,389 +4%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$26M +$602K +20,443 +2%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$25.8M +$25.9M +879,965 New
Citadel Advisors
14
Citadel Advisors
Florida
$23.3M +$7.37M +250,168 +46%
Goldman Sachs
15
Goldman Sachs
New York
$20.4M +$8.15M +276,474 +66%
SSA
16
Schonfeld Strategic Advisors
New York
$19.4M +$12.7M +432,337 +188%
JP Morgan Chase
17
JP Morgan Chase
New York
$18M -$2.05M -69,548 -10%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$17.6M +$2.11M +71,436 +14%
UBS AM
19
UBS AM
Illinois
$17.2M +$14.1M +478,887 +444%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$16M +$2.23M +75,560 +16%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$13.5M -$12.7M -430,745 -48%
Ameriprise
22
Ameriprise
Minnesota
$13.3M -$246K -8,348 -2%
Mitsubishi UFJ Trust & Banking
23
Mitsubishi UFJ Trust & Banking
Japan
$12.5M -$2.46M -83,456 -16%
Legal & General Group
24
Legal & General Group
United Kingdom
$12.2M +$184K +6,234 +2%
VC
25
Vision Capital
Ontario, Canada
$10.3M +$7.68M +260,457 +291%
1
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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.