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