Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVENTRUST PPTYS CORP (IVT)

269 + Investors. Track Smart Money conviction in IVT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — IVT

Based on 269 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IVT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
269 hedge funds hold IVT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold IVT compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

132 buying127 selling
Last quarter: 132 funds bought or added vs 127 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new IVT position: 41 → 28 → 30 → 41. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 27% medium ■ 17% new
151 out of 269 hedge funds have held IVT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~41 new funds/quarter

47 → 41 → 28 → 30 → 41 new funds/Q
New funds entering each quarter: 41 → 28 → 30 → 41. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 16% 1-2yr ■ 24% new
Of 269 current holders: 160 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
37 of 269 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in IVT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IVT

In 2025 Q4, 132 hedge funds were net buyers of IVT (41 opened a new position, 91 added to an existing one), while 127 reduced or exited (87 trimmed, 40 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 55% of total institutional value in IVT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 269.

Hedge Fund Ownership: IVT

How many hedge funds hold IVT — quarterly history vs. share price
Quarterly hedge fund ownership of IVT vs. share price

Market Analysis: IVT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IVT

Real Estate REIT - Retail

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

43 top-rated funds 0 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: IVT
2026 Q1 Stats Unlock in 7 days 269 + Investors

Track Smart Money conviction in IVT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 269 268 0.37%
13F Shares 59M 54M 9.08%
Total Value $1.68B $1.56B 7.55%
New Positions 41 30 +11
Increased Positions 91 100 -9
Closed Positions 40 40 -
Reduced Positions 87 84 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IVT

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

269 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IVT. Verified SEC 13F-HR filings.

Top 25 institutional holders of IVT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Longboard Asset Management, LP 3.98% 7,572 $231K
2 B&I Capital AG 3.21% 310,250 $9.5M
3 Waterfall Asset Management, LLC 2.81% 164,962 $5.0M
4 Significant Wealth Partners LLC 0.50% 13,259 $404K
5 CHILTON CAPITAL MANAGEMENT LLC 0.45% 424,434 $13.0M
6 DEPRINCE RACE & ZOLLO INC 0.41% 717,682 $21.9M
7 Safe Harbor Family Capital, LLC 0.27% 11,215 $342K
8 CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.25% 785,528 $23.9M
9 FOX RUN MANAGEMENT, L.L.C. 0.17% 31,570 $971K
10 HARBOR CAPITAL ADVISORS, INC. 0.14% 56,361 $2K
11 PRINCIPAL FINANCIAL GROUP INC 0.13% 7,729,381 $235.4M
12 Vanderbilt University 0.13% 21,694 $661K
13 Gallacher Capital Management LLC 0.10% 8,597 $262K
14 Madden Advisory Services, Inc. 0.10% 8,173 $249K
15 Smallwood Wealth Investment Management, LLC 0.10% 6,064 $185K
16 Advisor OS, LLC 0.06% 26,220 $799K
17 SkyOak Wealth, LLC 0.05% 8,885 $271K
18 Koshinski Asset Management, Inc. 0.05% 25,365 $773K
19 PROSPERITY BANCSHARES INC 0.04% 1,668 $51K
20 Bulwark Capital Corp 0.04% 2,088 $64K
21 Moran Wealth Management, LLC 0.03% 37,365 $1.1M
22 Intrua Financial, LLC 0.03% 10,677 $325K
23 Mitsubishi UFJ Trust & Banking Corp 0.03% 410,234 $12.5M
24 AFFINITY WEALTH MANAGEMENT LLC 0.03% 6,658 $203K
25 Aberdeen Group plc 0.03% 518,580 $15.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — INVENTRUST PPTYS CORP (IVT)

What does the Smart Money Trend signal show for IVT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IVT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IVT?

Slight buying edge — 51% buying: Last quarter: 132 funds bought or added vs 127 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IVT holders?

Elite ownership — 55% AUM from top-100 funds: 37 of 269 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in IVT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IVT?

56% of holders stayed for 2+ years: 151 out of 269 hedge funds have held IVT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.