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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$314M -$3.58M -127,303 -1%
BlackRock
2
BlackRock
New York
$262M +$42.6M +1,511,385 +19%
Principal Financial Group
3
Principal Financial Group
Iowa
$175M +$41M +1,456,918 +31%
State Street
4
State Street
Massachusetts
$77.4M -$2.69M -95,462 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$59.4M +$2.16M +76,532 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$56.7M -$9.04K -321 -0%
Millennium Management
7
Millennium Management
New York
$53.9M +$15.6M +553,184 +41%
Charles Schwab
8
Charles Schwab
California
$38.9M +$343K +12,176 +0.9%
CIM
9
Centersquare Investment Management
Pennsylvania
$36.3M +$31.1M +1,103,911 +600%
Qube Research & Technologies (QRT)
10
Qube Research & Technologies (QRT)
United Kingdom
$29.6M +$5.65M +200,580 +24%
VC
11
Vision Capital
Ontario, Canada
$28.7M -$2.49M -88,493 -8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$27.9M -$504K -17,915 -2%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$27.2M +$3.81M +135,328 +16%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$26.9M +$26.9M +955,026 New
Goldman Sachs
15
Goldman Sachs
New York
$26.3M +$3.72M +132,135 +17%
Northern Trust
16
Northern Trust
Illinois
$24.5M -$2.8M -99,474 -10%
Hudson Bay Capital Management
17
Hudson Bay Capital Management
Connecticut
$20.9M -$2.34M -83,234 -10%
N
18
Nuveen
North Carolina
$18.4M -$2.88M -102,432 -14%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$17.7M -$11.3M -402,978 -39%
JP Morgan Chase
20
JP Morgan Chase
New York
$15.9M +$1.16M +41,369 +8%
Aberdeen Group
21
Aberdeen Group
United Kingdom
$15.8M +$341K +12,119 +2%
Legal & General Group
22
Legal & General Group
United Kingdom
$12.4M +$1.43M +50,610 +13%
CCM
23
Chilton Capital Management
Texas
$12.1M +$3.91M +138,966 +48%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$11.6M +$8.83M +313,537 +317%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$11.6M -$6.76M -240,054 -37%