We are live on ! Find out more
IVT icon

InvenTrust Properties

304 hedge funds and large institutions have $1.54B invested in InvenTrust Properties in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

1.15% more ownership

Funds ownership: 71.1%72.25% (+1.2%)

9% more call options, than puts

Call options by funds: $600K | Put options by funds: $548K

1% more funds holding

Funds holding: 301304 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $1.61B → $1.54B (-$77.8M)

13% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 108

Holders
304
Holders Change
+3
Holders Change %
+1%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
94
Reduced
108
Closed
32
Calls
$600K
Puts
$548K
Net Calls
+$52K
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$312M +$13.2M +475,407 +4%
BlackRock
2
BlackRock
New York
$211M -$6.68M -240,249 -3%
Principal Financial Group
3
Principal Financial Group
Iowa
$128M +$5.85M +210,561 +5%
State Street
4
State Street
Massachusetts
$77.7M -$8.98K -323 -0%
Millennium Management
5
Millennium Management
New York
$64.8M -$7.18M -258,380 -10%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$54.6M +$60.3K +2,169 +0.1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$51.9M +$9.2M +330,895 +21%
Charles Schwab
8
Charles Schwab
California
$38.6M +$2.59M +93,319 +7%
VC
9
Vision Capital
Ontario, Canada
$27.1M +$17.8M +639,472 +183%
Northern Trust
10
Northern Trust
Illinois
$27.1M -$673K -24,207 -2%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$26.5M +$14.2M +509,518 +111%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$26.3M +$425K +15,278 +2%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$23.9M -$253K -9,114 -1%
N
14
Nuveen
North Carolina
$23.4M -$5.25M -188,784 -18%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$22.1M -$2.47M -88,902 -10%
Citadel Advisors
16
Citadel Advisors
Florida
$20.6M -$1.13M -40,775 -5%
Goldman Sachs
17
Goldman Sachs
New York
$19.8M +$756K +27,201 +4%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$17M +$572K +20,587 +3%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$16.8M +$1.91M +68,559 +13%
JP Morgan Chase
20
JP Morgan Chase
New York
$15.3M -$1.46M -52,477 -9%
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$13.9M +$14.1M +508,394 New
Ameriprise
22
Ameriprise
Minnesota
$12.7M +$225K +8,090 +2%
Aberdeen Group
23
Aberdeen Group
United Kingdom
$12M +$11.4M +408,731 +1,424%
Legal & General Group
24
Legal & General Group
United Kingdom
$11.7M +$368K +13,221 +3%
Mitsubishi UFJ Trust & Banking
25
Mitsubishi UFJ Trust & Banking
Japan
$10.8M -$843K -30,335 -7%

IVT Hedge Fund Activity: Q2 2025 in Review

304 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q2 2025, worth a combined $1.54B — down 4.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IVT positions and 32 closed out — a net gain of 4 holders — while 94 added to existing stakes and 108 trimmed.

The largest buyer was Vision Capital, adding an estimated $17.8M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $19.4M sold.

  • 304 institutional investors held InvenTrust Properties (IVT) as of Q2 2025, up from 301 in Q1 2025.
  • Funds reported $1.54B of InvenTrust Properties stock for Q2 2025, down 4.8% quarter-over-quarter.
  • 36 funds opened new InvenTrust Properties positions in Q2 2025 and 32 closed out, a net change of +4 holders.
  • The largest InvenTrust Properties buyer in Q2 2025 was Vision Capital, an estimated $17.8M added.
  • The largest InvenTrust Properties seller in Q2 2025 was Schonfeld Strategic Advisors, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2025.