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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$323M -$3.05M -107,744 -0.9%
BlackRock
2
BlackRock
New York
$223M +$2.51M +88,550 +1%
Principal Financial Group
3
Principal Financial Group
Iowa
$135M +$1.71M +60,395 +1%
State Street
4
State Street
Massachusetts
$81.3M +$172K +6,087 +0.2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$58.1M +$3.81M +134,373 +7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$57.5M +$481K +16,974 +0.9%
Charles Schwab
7
Charles Schwab
California
$39.2M -$1.12M -39,447 -3%
Millennium Management
8
Millennium Management
New York
$38.8M -$28.6M -1,008,848 -43%
VC
9
Vision Capital
Ontario, Canada
$31.7M +$3.3M +116,402 +12%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$29.5M +$4.52M +159,360 +18%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$28.9M +$1.4M +49,336 +5%
Northern Trust
12
Northern Trust
Illinois
$27.7M -$601K -21,200 -2%
Qube Research & Technologies (QRT)
13
Qube Research & Technologies (QRT)
United Kingdom
$24.3M +$6.71M +236,748 +39%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$23.6M +$583K +20,560 +3%
Hudson Bay Capital Management
15
Hudson Bay Capital Management
Connecticut
$23.6M +$23.3M +823,924 New
Goldman Sachs
16
Goldman Sachs
New York
$22.9M +$2.19M +77,229 +11%
N
17
Nuveen
North Carolina
$21.6M -$2.81M -99,271 -12%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$18.6M +$869K +30,661 +5%
Aberdeen Group
19
Aberdeen Group
United Kingdom
$15.8M +$3.17M +111,695 +26%
UBS AM
20
UBS AM
Illinois
$15.2M +$11.8M +415,604 +361%
JP Morgan Chase
21
JP Morgan Chase
New York
$15M -$1.02M -35,902 -6%
Verition Fund Management
22
Verition Fund Management
Connecticut
$13.4M +$12.7M +448,323 +2,235%
GIM
23
Glenmede Investment Management
Pennsylvania
$11.3M +$11.2M +394,752 New
Mitsubishi UFJ Trust & Banking
24
Mitsubishi UFJ Trust & Banking
Japan
$11.2M -$77.5K -2,736 -0.7%
Legal & General Group
25
Legal & General Group
United Kingdom
$11.2M -$1.06M -37,313 -9%

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.