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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.

Institutional holdersQ4 2021: 200 institutions
Q1 2021: 3 institutionsQ2 2021: 5 institutionsQ3 2021: 10 institutionsQ4 2021: 200 institutionsQ1 2022: 214 institutionsQ2 2022: 245 institutionsQ3 2022: 232 institutionsQ4 2022: 245 institutionsQ1 2023: 234 institutionsQ2 2023: 243 institutionsQ3 2023: 258 institutionsQ4 2023: 273 institutionsQ1 2024: 288 institutionsQ2 2024: 280 institutionsQ3 2024: 303 institutionsQ4 2024: 307 institutionsQ1 2025: 301 institutionsQ2 2025: 304 institutionsQ3 2025: 302 institutionsQ4 2025: 300 institutionsQ1 2026: 322 institutionsQ2 2026: 344 institutions
Value heldQ4 2021: $678.6M
Q1 2021: $681.0KQ2 2021: $497.9KQ3 2021: $3.01MQ4 2021: $678.6MQ1 2022: $897.8MQ2 2022: $887.6MQ3 2022: $749.7MQ4 2022: $861.6MQ1 2023: $895.6MQ2 2023: $891.7MQ3 2023: $954.9MQ4 2023: $1.06BQ1 2024: $1.09BQ2 2024: $1.07BQ3 2024: $1.49BQ4 2024: $1.63BQ1 2025: $1.61BQ2 2025: $1.54BQ3 2025: $1.60BQ4 2025: $1.70BQ1 2026: $1.85BQ2 2026: $2.46B
Institutions holding IVT and their total value by quarter
QuarterHoldersValue
Q2 2026344$2.46B
Q1 2026322$1.85B
Q4 2025300$1.70B
Q3 2025302$1.60B
Q2 2025304$1.54B
Q1 2025301$1.61B
Q4 2024307$1.63B
Q3 2024303$1.49B
Q2 2024280$1.07B
Q1 2024288$1.09B
Q4 2023273$1.06B
Q3 2023258$954.9M
Q2 2023243$891.7M
Q1 2023234$895.6M
Q4 2022245$861.6M
Q3 2022232$749.7M
Q2 2022245$887.6M
Q1 2022214$897.8M
Q4 2021200$678.6M
Q3 202110$3.01M
Q2 20215$497.9K
Q1 20213$681.0K

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q3 2021.

Institutions holding IVT in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Fifth Third Bancorp86$2.00K0.00%+86New
Eaton Vance Management70$2.00K0.00%+70New
Moisand Fitzgerald Tamayo, LLC67$2.00K0.00%+67New
Institutional & Family Asset Management, LLC82$2.00K0.00%+82New
TSFG, LLC80$2.00K0.00%+80New
Mystic Asset Management, Inc.100$2.00K0.00%+100New
HBC Financial Services, PLLC146$3.00K0.00%−354−70.8%Reduced
Ancora Advisors, LLC94$3.00K0.00%−66−41.3%Reduced
Surevest, LLC99$3.00K0.00%+99New
Centerpoint Advisors, LLC100$3.00K0.00%+100New
Albion Financial Group161$4.00K0.00%+161New
Accel Wealth Management141$4.00K0.00%+141New
WFA Asset Management Corp148$4.04K0.00%+148New
Tucker Asset Management LLC145$4.06K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.175$5.00K0.00%+175New
SRS Capital Advisors, Inc.173$5.00K0.00%+173New
Stonebridge Capital Advisors LLC200$5.00K0.00%+200New
Aspire Private Capital, LLC182$5.00K0.00%+182New
FourThought Financial, LLC200$5.00K0.00%+200New
Gemmer Asset Management LLC202$6.00K0.00%+202New
Lloyd Advisory Services, LLC.–$6.00K0.00%–New
Salem Investment Counselors Inc257$7.00K0.00%+257New
Asset Management One Co.,Ltd.271$7.00K0.00%+271New
Asset Dedication, LLC262$7.00K0.00%+262New
TCI Wealth Advisors, Inc.250$7.00K0.00%+250New
Blume Capital Management, Inc.260$7.00K0.00%+260New
Cribstone Capital Management, LLC250$7.00K0.00%+250New
Snowden Capital Advisors LLC288$7.00K0.00%+288New
Lake Point Wealth Management293$8.00K0.00%+293New
Global Wealth Management Investment Advisory, Inc.312$9.00K0.00%+312New
PFG Private Wealth Management, LLC324$9.00K0.00%+324New
Daiwa Securities Group Inc.353$10.0K0.00%+353New
GPS Wealth Strategies Group, LLC385$10.0K0.00%+385New
Semmax Financial Advisors Inc.353$10.0K0.00%+353New
Prestige Wealth Management Group LLC372$10.0K0.00%+372New
Parkside Financial Bank & Trust407$11.0K0.00%+407New
Sandy Spring Bank393$11.0K0.00%+393New
Retirement Group, LLC391$11.0K0.00%+391New
Burleson & Company, LLC439$12.0K0.00%+439New
NewSquare Capital LLC477$13.0K0.00%+477New
Mach-1 Financial Group, Inc.507$13.0K0.01%+507New
Gibson Wealth Advisors LLC481$13.0K0.01%+481New
Signaturefd, LLC509$14.0K0.00%+509New
Laurel Wealth Advisors LLC566$15.0K0.00%+566New
Central Trust Co600$16.0K0.00%+600New
SBK Financial, Inc.590$16.0K0.01%+590New
Hudock, Inc.638$17.0K0.00%+638New
Steward Partners Investment Advisory, LLC622$17.0K0.00%+622New
Financial Enhancement Group LLC658$18.0K0.00%+658New
Retirement Planning Co of New England, Inc.778$21.0K0.01%+778New
BDO Wealth Advisors, LLC837$23.0K0.00%+837New
Cranbrook Wealth Management, LLC871$24.0K0.01%+871New
Newbridge Financial Services Group, Inc.1,088$26.0K0.01%+1,088New
Winch Advisory Services, LLC1,000$27.0K0.01%+1,000New
Emfo, LLC1,000$27.0K0.02%+1,000New
Capital Advisors, Ltd. LLC1,100$30.0K0.00%+1,100New
Andrew Hill Investment Advisors, Inc.1,166$31.0K0.03%+1,166New
Plante Moran Financial Advisors, LLC1,176$32.0K0.01%+1,176New
MV Capital Management, Inc.1,196$33.0K0.00%+1,196New
Migdal Insurance & Financial Holdings Ltd.1,205$34.0K0.00%+1,205New
Atwood & Palmer Inc1,476$40.0K0.00%+1,476New
State of Wyoming1,586$43.0K0.02%+1,586New
TAP Consulting, LLC1,641$45.0K0.01%+1,641New
EverSource Wealth Advisors, LLC1,933$53.0K0.01%+1,933New
NEXT Financial Group, Inc2,061$57.0K0.00%+2,061New
American Portfolios Advisors2,167$59.1K0.00%+2,167New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,257$61.0K0.01%+2,257New
RWM Asset Management, LLC2,270$62.0K0.01%+2,270New
CoreCap Advisors, LLC2,447$67.0K0.00%+2,447New
Bank of America Corp2,583$70.0K0.00%+2,583New
Hantz Financial Services, Inc.2,887$79.0K0.00%+2,887New
McIlrath & Eck, LLC2,906$79.0K0.02%+2,906New
Tyler-Stone Wealth Management3,147$86.0K0.05%+3,147New
Tradition Wealth Management, LLC3,277$89.0K0.01%+3,277New
Global Financial Private Client, LLC3,369$91.8K0.04%+2,229+195.5%Added
Bellwether Advisors, LLC3,376$92.0K0.03%+3,376New
Ahrens Investment Partners LLC3,748$102.0K0.05%+3,748New
US Bancorp5,067$138.0K0.00%+5,067New
Centaurus Financial, Inc.5,195$142.0K0.01%+5,195New
Van Eck Associates Corp5,575$152.0K0.00%+5,575New
IFP Advisors, Inc5,645$153.0K0.00%+444+8.5%Added
Belpointe Asset Management LLC5,659$155.0K0.01%+5,659New
Northwestern Mutual Wealth Management Co6,709$184.0K0.00%+6,709New
Weaver Consulting Group7,412$202.0K0.10%+7,412New
Wealthcare Advisory Partners LLC7,450$203.0K0.01%+7,450New
Guggenheim Capital LLC7,586$207.0K0.00%+7,586New
HighTower Trust Services, LTA7,707$210.0K0.02%+7,707New
XTX Topco Ltd7,752$211.0K0.12%+7,752New
D.B. Root & Company, LLC7,805$212.0K0.08%+7,805New
Austin Private Wealth, LLC7,787$212.0K0.04%+7,787New
Crumly & Associates Inc.8,422$219.0K0.09%+8,422New
Retirement Capital Strategies8,283$226.0K0.08%+8,283New
MML Investors Services, LLC8,323$227.0K0.00%+8,323New
Stewardship Advisors, LLC8,416$229.0K0.08%+8,416New
Smallwood Wealth Investment Management, LLC8,400$229.0K0.21%+8,400New
International Assets Investment Management, LLC8,470$231.0K0.04%+8,470New
HSBC Holdings PLC8,646$236.0K0.00%+8,646New
Independent Financial Group, LLC8,863$241.6K0.02%+8,863New
SG Americas Securities, LLC9,000$245.0K0.00%+9,000New
Arkadios Wealth Advisors9,137$249.0K0.03%+9,137New