Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Inventrust Pptys Corp (IVT)

312 + 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
↑ +27
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — IVT

Based on 316 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 (100% of max)

100% of all-time peak
316 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.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

156 buying119 selling
Last quarter: 156 funds bought or added vs 119 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 (+13 vs last Q)

new funds entering per quarter
Funds opening a new IVT position: 30 → 31 → 43 → 56. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 26% medium ■ 21% new
168 out of 316 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.
🚀

Acceleration phase — new buyers rushing in

45 → 30 → 31 → 43 → 56 new funds/Q
New funds entering each quarter: 30 → 31 → 43 → 56. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 57% veterans vs 26% newcomers

■ 57% veterans ■ 16% 1-2yr ■ 26% new
Entry-cohort mix of 316 holders: 181 (57%) are 2+ year veterans, 52 entered 1–2 years ago, and 83 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
54 of 316 holders are among the 100 largest funds by AUM, controlling 45% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 2026 Q1, 156 hedge funds were net buyers of IVT (56 opened a new position, 100 added to an existing one), while 119 reduced or exited (90 trimmed, 29 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 45% of total institutional value in IVT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 316.

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

-- --

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

Is It Too Late to Buy Inventrust Pptys Corp (IVT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IVT has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
IVT
+13.7%
XLRE
+10.2%

IVT outperformed XLRE by +3.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
IVT
+10.4%
XLRE
+4.1%

Since the filing became public, IVT outperformed XLRE by +6.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 2 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: IVT
312 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 312 289 7.96%
13F Shares 60M 60M -0.89%
Total Value $1.79B $1.70B 5.42%
New Positions 54 43 +11
Increased Positions 100 96 +4
Closed Positions 31 42 -11
Reduced Positions 89 94 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IVT

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Institutional Holders (2026 Q1)

312 + investors

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

QUARTER:
Top 25 IVT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vision Capital Corp 5.49% 716,866 $21.8M
2 Longboard Asset Management, LP 3.98% 7,572 $231K
3 B&I Capital AG 3.21% 310,250 $9.5M
4 Waterfall Asset Management, LLC 2.81% 164,962 $5.0M
5 GSI Capital Advisors LLC 2.74% 165,476 $5.0M
6 Adelante Capital Management LLC 0.69% 330,036 $10.1M
7 Significant Wealth Partners LLC 0.50% 13,259 $404K
8 VARCOV Co. 0.49% 43,289 $1.3M
9 Chilton Capital Management LLC 0.45% 424,434 $13.0M
10 Deprince Race & Zollo Inc 0.41% 717,682 $21.9M
11 FJ Capital Management LLC 0.38% 111,953 $3.4M
12 Safe Harbor Family Capital, LLC 0.27% 11,215 $342K
13 Centersquare Investment Management LLC 0.25% 785,528 $23.9M
14 Greenland Capital Management LP 0.19% 48,000 $1.5M
15 Fox Run Management, L.L.C. 0.17% 31,570 $971K
16 Gross & Hartman Investments LLC 0.17% 10,495 $296K
17 Principal Financial Group Inc 0.13% 7,729,381 $235.4M
18 Vanderbilt University 0.13% 21,694 $661K
19 Calton & Associates, INC. 0.12% 28,056 $855K
20 SummitTX Capital, L.P. 0.12% 124,750 $3.8M
21 Gallacher Capital Management LLC 0.10% 8,597 $262K
22 Madden Advisory Services, Inc. 0.10% 8,173 $249K
23 Smallwood Wealth Investment Management, LLC 0.10% 6,064 $185K
24 Investmark Advisory Group LLC 0.09% 6,858 $209K
25 Dynamic Technology Lab Private Ltd 0.08% 16,400 $500K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 57% buying: Last quarter: 156 funds bought or added vs 119 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 — 45% AUM from top-100 funds: 54 of 316 holders are among the 100 largest funds by AUM, controlling 45% 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?

53% of holders stayed for 2+ years: 168 out of 316 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.

Is it too late to buy Inventrust Pptys Corp (IVT) following the 2026 Q1 hedge fund 13F filings?

As of today, IVT has moved +10.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.1% for the XLRE sector ETF — an outperformance of +6.3%. Since the quarter end (March 31, 2026), IVT has gained +13.7% vs +10.2% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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