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 |
|---|---|---|---|---|---|
| Kalos Management, Inc. | 9,011 | $277.0K | 0.19% | −5,108−36.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 9,553 | $294.0K | 0.26% | −9,209−49.1% | Reduced |
| Arkadios Wealth Advisors | 9,695 | $298.0K | 0.04% | +558+6.1% | Added |
| Claraphi Advisory Network, LLC | 9,800 | $302.0K | 0.09% | −325−3.2% | Reduced |
| Walleye Capital LLC | 10,456 | $322.0K | 0.01% | +10,456 | New |
| Bridgeworth, LLC | 10,754 | $331.0K | 0.08% | −533,837−98.0% | Reduced |
| J.W. Cole Advisors, Inc. | 10,866 | $334.0K | 0.02% | +192+1.8% | Added |
| Bremer Bank National Association | 11,031 | $340.0K | 0.06% | +11,031 | New |
| Boothbay Fund Management, LLC | 11,389 | $351.0K | 0.01% | +11,389 | New |
| Verdence Capital Advisors LLC | 11,558 | $356.0K | 0.04% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,665 | $359.0K | 0.03% | +11,665 | New |
| Meiji Yasuda Asset Management Co Ltd. | 11,873 | $365.0K | 0.02% | +11,873 | New |
| Johnson Financial Group, LLC | 11,984 | $369.0K | 0.06% | +11,984 | New |
| Proequities, Inc. | 12,487 | $387.0K | 0.03% | −38,618−75.6% | Reduced |
| Crewe Advisors LLC | 12,821 | $395.0K | 0.08% | −3,485−21.4% | Reduced |
| Rhumbline Advisers | 12,909 | $397.0K | 0.00% | −550−4.1% | Reduced |
| Deutsche Bank AG | 13,548 | $417.0K | 0.00% | −2,843−17.3% | Reduced |
| First Trust Advisors LP | 13,650 | $420.0K | 0.00% | +13,650 | New |
| Investmark Advisory Group LLC | 13,822 | $425.0K | 0.44% | −652−4.5% | Reduced |
| United Capital Financial Advisers, LLC | 13,922 | $429.0K | 0.00% | +1,813+15.0% | Added |
| Jump Financial, LLC | 13,968 | $430.0K | 0.02% | +13,968 | New |
| Wealthstar Advisors, LLC | 14,242 | $438.0K | 0.16% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 14,341 | $441.0K | 0.13% | +1,260+9.6% | 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 |
| Independent Financial Group, LLC | 15,110 | $465.1K | 0.04% | +6,247+70.5% | Added |
| Standard Life Aberdeen plc | 15,892 | $486.0K | 0.00% | +646+4.2% | Added |
| Smallwood Wealth Investment Management, LLC | 16,009 | $493.0K | 0.47% | +7,609+90.6% | Added |
| Schonfeld Strategic Advisors LLC | 16,630 | $512.0K | 0.01% | +16,630 | New |
| Y-Intercept (Hong Kong) Ltd | 16,800 | $517.0K | 0.12% | +16,800 | New |
| Old Mission Capital LLC | 16,831 | $518.0K | 0.02% | +16,831 | New |
| Alliancebernstein L.P. | 16,971 | $522.0K | 0.00% | −1,128−6.2% | Reduced |
| Harvest Investment Services, LLC | 18,925 | $582.0K | 0.35% | −684−3.5% | Reduced |
| IFP Advisors, Inc | 20,304 | $585.0K | 0.01% | +14,659+259.7% | Added |
| Brinker Capital Investments, LLC | 19,299 | $594.0K | 0.01% | −992−4.9% | Reduced |
| IndexIQ Advisors LLC | 19,880 | $612.0K | 0.02% | −2,425−10.9% | Reduced |
| Daiwa Securities Group Inc. | 20,276 | $624.0K | 0.00% | +19,923+5,643.9% | Added |
| Mercer Global Advisors Inc | 21,805 | $671.0K | 0.00% | +4,716+27.6% | Added |
| Stratos Wealth Partners, LTD. | 21,929 | $675.0K | 0.02% | +21,929 | New |
| Morgan Stanley | 22,005 | $677.0K | 0.00% | −200,864−90.1% | Reduced |
| Prospera Financial Services Inc | 22,748 | $700.0K | 0.03% | +4,165+22.4% | Added |
| Focus Financial Network, Inc. | 22,768 | $705.5K | 0.05% | −28,038−55.2% | Reduced |
| Macquarie Group Ltd | 23,050 | $709.0K | 0.00% | +7,970+52.9% | Added |
| Nisa Investment Advisors, LLC | 23,266 | $716.0K | 0.01% | −4,209−15.3% | Reduced |
| Cetera Investment Advisers | 24,123 | $743.0K | 0.01% | +1,578+7.0% | Added |
| Moseley Investment Management Inc | 24,280 | $747.0K | 0.40% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 27,633 | $851.0K | 0.11% | +27,633 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,450 | $876.0K | 0.00% | +28,450 | New |
| Cannon Global Investment Management, LLC | 28,500 | $877.0K | 0.63% | +28,500 | New |
| Sigma Planning Corp | 30,655 | $944.0K | 0.03% | +30,655 | New |
| Creative Planning | 32,199 | $991.0K | 0.00% | +5,869+22.3% | Added |
| Atria Wealth Solutions, Inc. | 34,396 | $1.07M | 0.02% | +34,396 | New |
| AdvisorNet Financial, Inc | 36,254 | $1.12M | 0.07% | −1,178−3.1% | Reduced |
| Lincoln National Corp | 36,374 | $1.12M | 0.02% | −7,895−17.8% | Reduced |
| Bank of America Corp | 38,773 | $1.19M | 0.00% | +36,190+1,401.1% | Added |
| UBS Group AG | 40,258 | $1.24M | 0.00% | +12,588+45.5% | Added |
| Cubist Systematic Strategies, LLC | 40,796 | $1.26M | 0.01% | +40,796 | New |
| Amundi | 43,257 | $1.30M | 0.00% | +1,796+4.3% | Added |
| LMR Partners LLP | 42,536 | $1.31M | 0.02% | +42,536 | New |
| Bank of New York Mellon Corp | 42,549 | $1.31M | 0.00% | +3,285+8.4% | Added |
| Avidian Wealth Solutions, LLC | 45,446 | $1.40M | 0.09% | +2,801+6.6% | Added |
| Credit Suisse AG | 45,967 | $1.42M | 0.00% | +2,462+5.7% | Added |
| Cedar Brook Financial Partners, LLC | 46,642 | $1.44M | 0.37% | −3,422−6.8% | Reduced |
| Beacon Pointe Advisors, LLC | 48,925 | $1.51M | 0.02% | +19,745+67.7% | Added |
| Invesco Ltd. | 57,330 | $1.76M | 0.00% | +22,988+66.9% | Added |
| Nomura Asset Management Co Ltd | 57,800 | $1.78M | 0.01% | +57,800 | New |
| Cetera Advisors LLC | 59,576 | $1.83M | 0.04% | −18,968−24.1% | Reduced |
| Certified Advisory Corp | 60,515 | $1.86M | 0.40% | +60,515 | New |
| Geneos Wealth Management Inc. | 61,934 | $1.91M | 0.08% | +61,934 | New |
| Ameriprise Financial Inc | 61,249 | $1.93M | 0.00% | −17,699−22.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 77,880 | $2.12M | 0.12% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 69,088 | $2.13M | 0.29% | +638+0.9% | Added |
| LDR Capital Management LLC | 70,200 | $2.16M | 0.68% | +70,200 | New |
| Raymond James Financial Services Advisors, Inc. | 72,351 | $2.23M | 0.00% | +1,439+2.0% | Added |
| STRS Ohio | 73,727 | $2.27M | 0.01% | −5,060−6.4% | Reduced |
| Wells Fargo & Company | 82,231 | $2.53M | 0.00% | +8,235+11.1% | Added |
| Koshinski Asset Management, Inc. | 82,289 | $2.53M | 0.21% | +12,208+17.4% | Added |
| Cetera Advisor Networks LLC | 84,565 | $2.60M | 0.03% | −6,944−7.6% | Reduced |
| Asset Management One Co.,Ltd. | 99,421 | $3.06M | 0.01% | +99,150+36,586.7% | Added |
| Citadel Advisors LLC | 103,636 | $3.19M | 0.00% | +50,934+96.6% | Added |
| Jane Street Group, LLC | 107,665 | $3.31M | 0.01% | +107,665 | New |
| Royal Bank of Canada | 109,142 | $3.36M | 0.00% | +31,166+40.0% | Added |
| Qube Research & Technologies Ltd | 109,710 | $3.38M | 0.03% | +109,710 | New |
| Envestnet Asset Management Inc | 111,310 | $3.43M | 0.00% | −2,743−2.4% | Reduced |
| HighTower Advisors, LLC | 111,848 | $3.44M | 0.01% | −67,002−37.5% | Reduced |
| JPMorgan Chase & Co | 127,182 | $3.92M | 0.00% | +38,849+44.0% | Added |
| Advisor Group Holdings, Inc. | 136,686 | $4.21M | 0.01% | −178,674−56.7% | Reduced |
| Executive Wealth Management, LLC | 138,234 | $4.25M | 0.46% | +138,234 | New |
| Citigroup Inc | 156,073 | $4.80M | 0.01% | +58,464+59.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 161,499 | $4.97M | 0.02% | −17,250−9.7% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 198,330 | $6.11M | 0.15% | +162,892+459.7% | Added |
| Squarepoint Ops LLC | 211,252 | $6.50M | 0.05% | +197,252+1,408.9% | Added |
| UBS Asset Management Americas Inc | 219,274 | $6.75M | 0.00% | +4,763+2.2% | Added |
| Allianz Asset Management GmbH | 232,310 | $7.15M | 0.01% | +1,110+0.5% | Added |
| Northern Trust Corp | 290,183 | $8.93M | 0.00% | +25,549+9.7% | Added |
| Legal & General Group Plc | 306,664 | $9.45M | 0.00% | −42,976−12.3% | Reduced |
| ExodusPoint Capital Management, LP | 339,197 | $10.4M | 0.15% | +339,197 | New |
| Commonwealth Equity Services, LLC | 349,463 | $10.8M | 0.02% | −42,641−10.9% | Reduced |
| Susquehanna International Group, LLP | 393,849 | $12.1M | 0.02% | +375,476+2,043.6% | Added |
| Goldman Sachs Group Inc | 401,076 | $12.3M | 0.00% | +401,076 | New |