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, Q4 2021
Institutional positions in InvenTrust Properties Corp. as of Dec 31, 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
- 200
- +190 vs. Q3 2021
- Shares held
- 24.9M
- +24.8M (+23,033.7%) vs. Q3 2021
- Total value
- $678.6M
- +$675.6M (+22,450.0%) vs. Q3 2021
- New holders
- 193
- 3 more added
- Sold out
- 3
- 3 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,525,298 | $150.6M | 0.00% | +5,525,298 | New |
| Principal Financial Group Inc | 4,217,266 | $115.0M | 0.07% | +4,217,266 | New |
| BlackRock Inc. | 2,355,985 | $64.2M | 0.00% | +2,355,985 | New |
| State Street Corp | 1,073,750 | $29.5M | 0.00% | +1,073,750 | New |
| Balyasny Asset Management LLC | 985,875 | $26.9M | 0.11% | +985,875 | New |
| Ranger Global Real Estate Advisors, LLC | 879,117 | $24.0M | 2.12% | +879,117 | New |
| Millennium Management LLC | 809,555 | $22.1M | 0.02% | +809,555 | New |
| Northwood Liquid Management LP | 808,492 | $22.0M | 4.04% | +808,492 | New |
| Charles Schwab Investment Management Inc | 631,186 | $17.2M | 0.01% | +631,186 | New |
| Geode Capital Management, LLC | 564,992 | $15.4M | 0.00% | +564,992 | New |
| Bridgeworth, LLC | 544,591 | $14.8M | 3.28% | +544,591 | New |
| Third Avenue Management LLC | 503,945 | $13.7M | 1.81% | +503,945 | New |
| Chilton Capital Management LLC | 463,313 | $12.6M | 0.65% | +463,313 | New |
| Commonwealth Equity Services, LLC | 392,104 | $10.7M | 0.02% | +392,104 | New |
| Legal & General Group Plc | 349,640 | $9.53M | 0.00% | +349,640 | New |
| Advisor Group Holdings, Inc. | 315,360 | $8.60M | 0.02% | +315,360 | New |
| Conversant Capital LLC | 267,134 | $7.28M | 1.58% | +267,134 | New |
| Northern Trust Corp | 264,634 | $7.21M | 0.00% | +264,634 | New |
| Allianz Asset Management GmbH | 231,200 | $6.30M | 0.00% | +231,200 | New |
| Morgan Stanley | 222,869 | $6.08M | 0.00% | +222,869 | New |
| UBS Asset Management Americas Inc | 214,511 | $5.85M | 0.00% | +214,511 | New |
| AE Wealth Management LLC | 186,117 | $5.07M | 0.04% | +186,117 | New |
| HighTower Advisors, LLC | 178,850 | $4.88M | 0.01% | +178,850 | New |
| Cambridge Investment Research Advisors, Inc. | 178,749 | $4.87M | 0.02% | +178,749 | New |
| Envestnet Asset Management Inc | 114,053 | $3.11M | 0.00% | +114,053 | New |
| Citigroup Inc | 97,609 | $2.66M | 0.00% | +97,609 | New |
| Cetera Advisor Networks LLC | 91,509 | $2.50M | 0.03% | +91,509 | New |
| JPMorgan Chase & Co | 88,333 | $2.41M | 0.00% | +88,333 | New |
| Ameriprise Financial Inc | 78,948 | $2.17M | 0.00% | +78,948 | New |
| STRS Ohio | 78,787 | $2.15M | 0.01% | +78,787 | New |
| Cetera Advisors LLC | 78,544 | $2.14M | 0.04% | +78,544 | New |
| Royal Bank of Canada | 77,976 | $2.13M | 0.00% | +77,976 | New |
| Prime Capital Investment Advisors, LLC | 77,880 | $2.12M | 0.11% | +77,880 | New |
| Wells Fargo & Company | 73,996 | $2.02M | 0.00% | +73,996 | New |
| Raymond James Financial Services Advisors, Inc. | 70,912 | $1.93M | 0.00% | +70,912 | New |
| Koshinski Asset Management, Inc. | 70,081 | $1.91M | 0.15% | +70,081 | New |
| Ausdal Financial Partners, Inc. | 68,450 | $1.87M | 0.25% | +68,450 | New |
| Citadel Advisors LLC | 52,702 | $1.44M | 0.00% | +52,702 | New |
| Proequities, Inc. | 51,105 | $1.40M | 0.08% | +51,105 | New |
| Focus Financial Network, Inc. | 50,806 | $1.40M | 0.20% | −26,133−34.0% | Reduced |
| Cedar Brook Financial Partners, LLC | 50,064 | $1.36M | 0.35% | +50,064 | New |
| Lincoln National Corp | 44,269 | $1.21M | 0.02% | +44,269 | New |
| Credit Suisse AG | 43,505 | $1.19M | 0.00% | +43,505 | New |
| Avidian Wealth Solutions, LLC | 42,645 | $1.16M | 0.07% | +42,645 | New |
| Amundi | 41,461 | $1.15M | 0.00% | +41,461 | New |
| Bank of New York Mellon Corp | 39,264 | $1.07M | 0.00% | +39,264 | New |
| AdvisorNet Financial, Inc | 37,432 | $1.02M | 0.06% | +37,432 | New |
| State of Alaska, Department of Revenue | 36,400 | $991.0K | 0.01% | +36,400 | New |
| Weiss Multi-Strategy Advisers LLC | 35,438 | $966.0K | 0.02% | +35,438 | New |
| Integrated Wealth Concepts LLC | 35,048 | $955.0K | 0.03% | +35,048 | New |
| Invesco Ltd. | 34,342 | $936.0K | 0.00% | +34,342 | New |
| Real Estate Management Services LLC | 30,800 | $840.0K | 0.50% | +30,800 | New |
| Man Group plc | 30,251 | $825.0K | 0.00% | +30,251 | New |
| Beacon Pointe Advisors, LLC | 29,180 | $795.0K | 0.02% | +29,180 | New |
| UBS Group AG | 27,670 | $755.0K | 0.00% | +27,670 | New |
| Nisa Investment Advisors, LLC | 27,475 | $740.0K | 0.01% | +27,475 | New |
| Creative Planning | 26,330 | $718.0K | 0.00% | +26,330 | New |
| Moseley Investment Management Inc | 24,280 | $662.0K | 0.30% | +24,280 | New |
| RBA Wealth Management, LLC | 24,119 | $657.0K | 0.31% | +24,119 | New |
| Cetera Investment Advisers | 22,545 | $615.0K | 0.01% | +22,545 | New |
| IndexIQ Advisors LLC | 22,305 | $608.0K | 0.02% | +22,305 | New |
| Brinker Capital Investments, LLC | 20,291 | $553.0K | 0.01% | +20,291 | New |
| Harvest Investment Services, LLC | 19,609 | $534.0K | 0.23% | +19,609 | New |
| CWM, LLC | 19,370 | $528.0K | 0.00% | +19,370 | New |
| CarsonAllaria Wealth Management, Ltd. | 18,762 | $511.0K | 0.45% | +18,762 | New |
| Prospera Financial Services Inc | 18,583 | $507.0K | 0.02% | +18,583 | New |
| Raymond James & Associates | 18,475 | $504.0K | 0.00% | +18,475 | New |
| Susquehanna International Group, LLP | 18,373 | $501.0K | 0.00% | +18,373 | New |
| Alliancebernstein L.P. | 18,099 | $493.0K | 0.00% | +18,099 | New |
| Mercer Global Advisors Inc | 17,089 | $478.0K | 0.00% | +17,089 | New |
| WealthPLAN Partners, LLC | 17,541 | $473.0K | 0.03% | +17,541 | New |
| Harbour Investments, Inc. | 16,693 | $455.0K | 0.03% | +16,693 | New |
| Deutsche Bank AG | 16,391 | $447.0K | 0.00% | +16,391 | New |
| Crewe Advisors LLC | 16,306 | $445.0K | 0.09% | +16,306 | New |
| Standard Life Aberdeen plc | 15,246 | $416.0K | 0.00% | +15,246 | New |
| DekaBank Deutsche Girozentrale | 14,900 | $409.0K | 0.00% | +14,900 | New |
| Investmark Advisory Group LLC | 14,474 | $394.0K | 0.37% | +14,474 | New |
| Wealthstar Advisors, LLC | 14,242 | $387.0K | 0.13% | +14,242 | New |
| Gsa Capital Partners LLP | 14,147 | $386.0K | 0.05% | +14,147 | New |
| Squarepoint Ops LLC | 14,000 | $382.0K | 0.00% | +14,000 | New |
| Rhumbline Advisers | 13,459 | $367.0K | 0.00% | +13,459 | New |
| JT Stratford LLC | 13,406 | $365.0K | 0.10% | +13,406 | New |
| AMP Capital Investors Ltd | 13,126 | $358.0K | 0.01% | +13,126 | New |
| Macquarie Group Ltd | 15,080 | $357.0K | 0.00% | +15,080 | New |
| Calton & Associates, Inc. | 13,081 | $356.0K | 0.09% | +13,081 | New |
| Nikulski Financial, Inc. | 13,029 | $355.0K | 0.15% | +13,029 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,847 | $350.0K | 0.00% | +12,847 | New |
| Kalos Management, Inc. | 14,119 | $346.0K | 0.09% | +411+3.0% | Added |
| United Capital Financial Advisers, LLC | 12,109 | $330.0K | 0.00% | +12,109 | New |
| Insight Wealth Partners, LLC | 11,588 | $316.0K | 0.17% | +11,588 | New |
| Verdence Capital Advisors LLC | 11,558 | $315.0K | 0.04% | +11,558 | New |
| Advisor OS, LLC | 10,925 | $297.0K | 0.06% | +10,925 | New |
| J.W. Cole Advisors, Inc. | 10,674 | $291.0K | 0.02% | +10,674 | New |
| Claraphi Advisory Network, LLC | 10,125 | $276.0K | 0.10% | +10,125 | New |
| Foresight Wealth Management, LLC | 10,010 | $273.0K | 0.10% | +10,010 | New |
| Private Advisor Group, LLC | 9,938 | $271.0K | 0.00% | +9,938 | New |
| Arete Wealth Advisors, LLC | 9,742 | $268.0K | 0.02% | +9,742 | New |
| Souders Financial Advisors | 9,596 | $262.0K | 0.08% | +9,596 | New |
| Allworth Financial LP | 9,408 | $256.0K | 0.00% | +9,408 | New |
| Consolidated Capital Management, LLC | 9,192 | $251.0K | 0.11% | +9,192 | New |