InvenTrust Properties Corp.
IVT- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001307748
No open-market purchases or sales by InvenTrust Properties Corp. insiders were filed in the last 90 days; 344 institutions reported holding it in 13F filings for Q2 2026, worth $2.46B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in InvenTrust Properties Corp. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 10
- +5 vs. Q2 2021
- Shares held
- 107.6K
- −64.5K (−37.5%) vs. Q2 2021
- Total value
- $3.01M
- +$2.51M (+504.4%) vs. Q2 2021
- New holders
- 7
- 1 more added
- Sold out
- 2
- 2 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IVT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 344 | $2.46B |
| Q1 2026 | 322 | $1.85B |
| Q4 2025 | 300 | $1.70B |
| Q3 2025 | 302 | $1.60B |
| Q2 2025 | 304 | $1.54B |
| Q1 2025 | 301 | $1.61B |
| Q4 2024 | 307 | $1.63B |
| Q3 2024 | 303 | $1.49B |
| Q2 2024 | 280 | $1.07B |
| Q1 2024 | 288 | $1.09B |
| Q4 2023 | 273 | $1.06B |
| Q3 2023 | 258 | $954.9M |
| Q2 2023 | 243 | $891.7M |
| Q1 2023 | 234 | $895.6M |
| Q4 2022 | 245 | $861.6M |
| Q3 2022 | 232 | $749.7M |
| Q2 2022 | 245 | $887.6M |
| Q1 2022 | 214 | $897.8M |
| Q4 2021 | 200 | $678.6M |
| Q3 2021 | 10 | $3.01M |
| Q2 2021 | 5 | $497.9K |
| Q1 2021 | 3 | $681.0K |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Focus Financial Network, Inc. | 76,939 | $2.24M | 0.30% | +76,939 | New |
| Kalos Management, Inc. | 13,708 | $336.0K | 0.10% | +13,708 | New |
| Ashton Thomas Private Wealth, LLC | 8,393 | $242.6K | 0.04% | −75,494−90.0% | Reduced |
| IFP Advisors, Inc | 5,201 | $103.0K | 0.00% | +2,831+119.5% | Added |
| Global Financial Private Client, LLC | 1,140 | $32.9K | 0.02% | −10,258−90.0% | Reduced |
| Bartlett & Co. LLC | 700 | $20.0K | 0.00% | +700 | New |
| Bartlett & Co. Wealth Management LLC | 700 | $20.0K | 0.00% | +700 | New |
| HBC Financial Services, PLLC | 500 | $8.00K | 0.01% | +500 | New |
| Ancora Advisors, LLC | 160 | $5.00K | 0.00% | +160 | New |
| Tucker Asset Management LLC | 145 | $3.44K | 0.00% | +145 | New |
| Plotkin Financial Advisors, LLC | 0 | $0 | 0.00% | −68,704−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −5,714−100.0% | Sold out |