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, Q1 2022
Institutional positions in InvenTrust Properties Corp. as of Mar 31, 2022. 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
- 214
- +17 vs. Q4 2021
- Shares held
- 29.2M
- +4.38M (+17.6%) vs. Q4 2021
- Total value
- $897.8M
- +$220.5M (+32.6%) vs. Q4 2021
- New holders
- 66
- 59 more added
- Sold out
- 49
- 48 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,561,038 | $171.2M | 0.00% | +35,740+0.6% | Added |
| Principal Financial Group Inc | 5,109,872 | $157.3M | 0.10% | +892,606+21.2% | Added |
| BlackRock Inc. | 2,312,175 | $71.2M | 0.00% | −43,810−1.9% | Reduced |
| Millennium Management LLC | 1,566,752 | $48.2M | 0.06% | +757,197+93.5% | Added |
| State Street Corp | 1,425,518 | $44.2M | 0.00% | +351,768+32.8% | Added |
| Waterfront Capital Partners, LLC | 965,254 | $29.7M | 1.88% | +965,254 | New |
| Mitsubishi UFJ Trust & Banking Corp | 867,426 | $26.7M | 0.06% | +867,426 | New |
| Third Avenue Management LLC | 843,778 | $26.0M | 3.54% | +339,833+67.4% | Added |
| Long Pond Capital, LP | 777,844 | $23.9M | 1.08% | +777,844 | New |
| Charles Schwab Investment Management Inc | 650,993 | $20.0M | 0.01% | +19,807+3.1% | Added |
| Geode Capital Management, LLC | 579,679 | $17.8M | 0.00% | +14,687+2.6% | Added |
| V3 Capital Management, L.P. | 553,841 | $17.0M | 3.36% | +553,841 | New |
| Chilton Capital Management LLC | 464,678 | $14.3M | 0.75% | +1,365+0.3% | Added |
| Balyasny Asset Management LLC | 405,681 | $12.5M | 0.05% | −580,194−58.9% | Reduced |
| Goldman Sachs Group Inc | 401,076 | $12.3M | 0.00% | +401,076 | New |
| Susquehanna International Group, LLP | 393,849 | $12.1M | 0.02% | +375,476+2,043.6% | Added |
| Commonwealth Equity Services, LLC | 349,463 | $10.8M | 0.02% | −42,641−10.9% | Reduced |
| ExodusPoint Capital Management, LP | 339,197 | $10.4M | 0.15% | +339,197 | New |
| Legal & General Group Plc | 306,664 | $9.45M | 0.00% | −42,976−12.3% | Reduced |
| Northern Trust Corp | 290,183 | $8.93M | 0.00% | +25,549+9.7% | Added |
| Allianz Asset Management GmbH | 232,310 | $7.15M | 0.01% | +1,110+0.5% | Added |
| UBS Asset Management Americas Inc | 219,274 | $6.75M | 0.00% | +4,763+2.2% | Added |
| Squarepoint Ops LLC | 211,252 | $6.50M | 0.05% | +197,252+1,408.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 198,330 | $6.11M | 0.15% | +162,892+459.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 161,499 | $4.97M | 0.02% | −17,250−9.7% | Reduced |
| Citigroup Inc | 156,073 | $4.80M | 0.01% | +58,464+59.9% | Added |
| Executive Wealth Management, LLC | 138,234 | $4.25M | 0.46% | +138,234 | New |
| Advisor Group Holdings, Inc. | 136,686 | $4.21M | 0.01% | −178,674−56.7% | Reduced |
| JPMorgan Chase & Co | 127,182 | $3.92M | 0.00% | +38,849+44.0% | Added |
| HighTower Advisors, LLC | 111,848 | $3.44M | 0.01% | −67,002−37.5% | Reduced |
| Envestnet Asset Management Inc | 111,310 | $3.43M | 0.00% | −2,743−2.4% | Reduced |
| Qube Research & Technologies Ltd | 109,710 | $3.38M | 0.03% | +109,710 | New |
| Royal Bank of Canada | 109,142 | $3.36M | 0.00% | +31,166+40.0% | Added |
| Jane Street Group, LLC | 107,665 | $3.31M | 0.01% | +107,665 | New |
| Citadel Advisors LLC | 103,636 | $3.19M | 0.00% | +50,934+96.6% | Added |
| Asset Management One Co.,Ltd. | 99,421 | $3.06M | 0.01% | +99,150+36,586.7% | Added |
| Cetera Advisor Networks LLC | 84,565 | $2.60M | 0.03% | −6,944−7.6% | Reduced |
| Koshinski Asset Management, Inc. | 82,289 | $2.53M | 0.21% | +12,208+17.4% | Added |
| Wells Fargo & Company | 82,231 | $2.53M | 0.00% | +8,235+11.1% | Added |
| STRS Ohio | 73,727 | $2.27M | 0.01% | −5,060−6.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 72,351 | $2.23M | 0.00% | +1,439+2.0% | Added |
| LDR Capital Management LLC | 70,200 | $2.16M | 0.68% | +70,200 | New |
| Ausdal Financial Partners, Inc. | 69,088 | $2.13M | 0.29% | +638+0.9% | Added |
| Prime Capital Investment Advisors, LLC | 77,880 | $2.12M | 0.12% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 61,249 | $1.93M | 0.00% | −17,699−22.4% | Reduced |
| Geneos Wealth Management Inc. | 61,934 | $1.91M | 0.08% | +61,934 | New |
| Certified Advisory Corp | 60,515 | $1.86M | 0.40% | +60,515 | New |
| Cetera Advisors LLC | 59,576 | $1.83M | 0.04% | −18,968−24.1% | Reduced |
| Nomura Asset Management Co Ltd | 57,800 | $1.78M | 0.01% | +57,800 | New |
| Invesco Ltd. | 57,330 | $1.76M | 0.00% | +22,988+66.9% | Added |
| Beacon Pointe Advisors, LLC | 48,925 | $1.51M | 0.02% | +19,745+67.7% | Added |
| Cedar Brook Financial Partners, LLC | 46,642 | $1.44M | 0.37% | −3,422−6.8% | Reduced |
| Credit Suisse AG | 45,967 | $1.42M | 0.00% | +2,462+5.7% | Added |
| Avidian Wealth Solutions, LLC | 45,446 | $1.40M | 0.09% | +2,801+6.6% | Added |
| Bank of New York Mellon Corp | 42,549 | $1.31M | 0.00% | +3,285+8.4% | Added |
| LMR Partners LLP | 42,536 | $1.31M | 0.02% | +42,536 | New |
| Amundi | 43,257 | $1.30M | 0.00% | +1,796+4.3% | Added |
| Cubist Systematic Strategies, LLC | 40,796 | $1.26M | 0.01% | +40,796 | New |
| UBS Group AG | 40,258 | $1.24M | 0.00% | +12,588+45.5% | Added |
| Bank of America Corp | 38,773 | $1.19M | 0.00% | +36,190+1,401.1% | Added |
| Lincoln National Corp | 36,374 | $1.12M | 0.02% | −7,895−17.8% | Reduced |
| AdvisorNet Financial, Inc | 36,254 | $1.12M | 0.07% | −1,178−3.1% | Reduced |
| Atria Wealth Solutions, Inc. | 34,396 | $1.07M | 0.02% | +34,396 | New |
| Creative Planning | 32,199 | $991.0K | 0.00% | +5,869+22.3% | Added |
| Sigma Planning Corp | 30,655 | $944.0K | 0.03% | +30,655 | New |
| Cannon Global Investment Management, LLC | 28,500 | $877.0K | 0.63% | +28,500 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,450 | $876.0K | 0.00% | +28,450 | New |
| Landscape Capital Management, L.L.C. | 27,633 | $851.0K | 0.11% | +27,633 | New |
| Moseley Investment Management Inc | 24,280 | $747.0K | 0.40% | 00.0% | Unchanged |
| Cetera Investment Advisers | 24,123 | $743.0K | 0.01% | +1,578+7.0% | Added |
| Nisa Investment Advisors, LLC | 23,266 | $716.0K | 0.01% | −4,209−15.3% | Reduced |
| Macquarie Group Ltd | 23,050 | $709.0K | 0.00% | +7,970+52.9% | Added |
| Focus Financial Network, Inc. | 22,768 | $705.5K | 0.05% | −28,038−55.2% | Reduced |
| Prospera Financial Services Inc | 22,748 | $700.0K | 0.03% | +4,165+22.4% | Added |
| Morgan Stanley | 22,005 | $677.0K | 0.00% | −200,864−90.1% | Reduced |
| Stratos Wealth Partners, LTD. | 21,929 | $675.0K | 0.02% | +21,929 | New |
| Mercer Global Advisors Inc | 21,805 | $671.0K | 0.00% | +4,716+27.6% | Added |
| Daiwa Securities Group Inc. | 20,276 | $624.0K | 0.00% | +19,923+5,643.9% | Added |
| IndexIQ Advisors LLC | 19,880 | $612.0K | 0.02% | −2,425−10.9% | Reduced |
| Brinker Capital Investments, LLC | 19,299 | $594.0K | 0.01% | −992−4.9% | Reduced |
| IFP Advisors, Inc | 20,304 | $585.0K | 0.01% | +14,659+259.7% | Added |
| Harvest Investment Services, LLC | 18,925 | $582.0K | 0.35% | −684−3.5% | Reduced |
| Alliancebernstein L.P. | 16,971 | $522.0K | 0.00% | −1,128−6.2% | Reduced |
| Old Mission Capital LLC | 16,831 | $518.0K | 0.02% | +16,831 | New |
| Y-Intercept (Hong Kong) Ltd | 16,800 | $517.0K | 0.12% | +16,800 | New |
| Schonfeld Strategic Advisors LLC | 16,630 | $512.0K | 0.01% | +16,630 | New |
| Smallwood Wealth Investment Management, LLC | 16,009 | $493.0K | 0.47% | +7,609+90.6% | Added |
| Standard Life Aberdeen plc | 15,892 | $486.0K | 0.00% | +646+4.2% | Added |
| Independent Financial Group, LLC | 15,110 | $465.1K | 0.04% | +6,247+70.5% | Added |
| WealthPLAN Partners, LLC | 15,050 | $456.0K | 0.03% | −2,491−14.2% | Reduced |
| WealthPlan Investment Management, LLC | 15,050 | $456.0K | 0.03% | +15,050 | New |
| Calton & Associates, Inc. | 14,341 | $441.0K | 0.13% | +1,260+9.6% | Added |
| Wealthstar Advisors, LLC | 14,242 | $438.0K | 0.16% | 00.0% | Unchanged |
| Jump Financial, LLC | 13,968 | $430.0K | 0.02% | +13,968 | New |
| United Capital Financial Advisers, LLC | 13,922 | $429.0K | 0.00% | +1,813+15.0% | Added |
| Investmark Advisory Group LLC | 13,822 | $425.0K | 0.44% | −652−4.5% | Reduced |
| First Trust Advisors LP | 13,650 | $420.0K | 0.00% | +13,650 | New |
| Deutsche Bank AG | 13,548 | $417.0K | 0.00% | −2,843−17.3% | Reduced |
| Rhumbline Advisers | 12,909 | $397.0K | 0.00% | −550−4.1% | Reduced |
| Crewe Advisors LLC | 12,821 | $395.0K | 0.08% | −3,485−21.4% | Reduced |