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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 12,487 | $387.0K | 0.03% | −38,618−75.6% | Reduced |
| Johnson Financial Group, LLC | 11,984 | $369.0K | 0.06% | +11,984 | New |
| Meiji Yasuda Asset Management Co Ltd. | 11,873 | $365.0K | 0.02% | +11,873 | New |
| Virtu Financial LLC | 11,665 | $359.0K | 0.03% | +11,665 | New |
| Verdence Capital Advisors LLC | 11,558 | $356.0K | 0.04% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 11,389 | $351.0K | 0.01% | +11,389 | New |
| Bremer Bank National Association | 11,031 | $340.0K | 0.06% | +11,031 | New |
| J.W. Cole Advisors, Inc. | 10,866 | $334.0K | 0.02% | +192+1.8% | Added |
| Bridgeworth, LLC | 10,754 | $331.0K | 0.08% | −533,837−98.0% | Reduced |
| Walleye Capital LLC | 10,456 | $322.0K | 0.01% | +10,456 | New |
| Claraphi Advisory Network, LLC | 9,800 | $302.0K | 0.09% | −325−3.2% | Reduced |
| Arkadios Wealth Advisors | 9,695 | $298.0K | 0.04% | +558+6.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 9,553 | $294.0K | 0.26% | −9,209−49.1% | Reduced |
| Kalos Management, Inc. | 9,011 | $277.0K | 0.19% | −5,108−36.2% | Reduced |
| Foresight Wealth Management, LLC | 8,979 | $276.0K | 0.11% | −1,031−10.3% | Reduced |
| HSBC Holdings PLC | 8,978 | $276.0K | 0.00% | +332+3.8% | Added |
| Raymond James & Associates | 8,899 | $274.0K | 0.00% | −9,576−51.8% | Reduced |
| Advisor OS, LLC | 8,895 | $274.0K | 0.08% | −2,030−18.6% | Reduced |
| Souders Financial Advisors | 8,864 | $273.0K | 0.08% | −732−7.6% | Reduced |
| SG Americas Securities, LLC | 8,820 | $271.0K | 0.00% | −180−2.0% | Reduced |
| Beacon Capital Management, LLC | 8,738 | $270.0K | 0.06% | +8,738 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,406 | $259.0K | 0.01% | +8,406 | New |
| Allworth Financial LP | 8,335 | $257.0K | 0.00% | −1,073−11.4% | Reduced |
| Arete Wealth Advisors, LLC | 8,142 | $251.0K | 0.02% | −1,600−16.4% | Reduced |
| HighTower Trust Services, LTA | 8,147 | $251.0K | 0.02% | +440+5.7% | Added |
| Sciencast Management LP | 7,400 | $228.0K | 0.05% | +7,400 | New |
| LexAurum Advisors, LLC | 7,413 | $228.0K | 0.07% | +7,413 | New |
| Thrivent Financial for Lutherans | 8,254 | $225.0K | 0.00% | +8,254 | New |
| Redpoint Investment Management Pty Ltd | 7,309 | $225.0K | 0.02% | +7,309 | New |
| Weaver Consulting Group | 7,234 | $223.0K | 0.11% | −178−2.4% | Reduced |
| Truist Financial Corp | 7,259 | $223.0K | 0.00% | +7,259 | New |
| Avantax Advisory Services, Inc. | 7,169 | $222.0K | 0.00% | +7,169 | New |
| Warren Averett Asset Management, LLC | 6,947 | $214.0K | 0.02% | +6,947 | New |
| Plotkin Financial Advisors, LLC | 6,872 | $211.5K | 0.15% | +6,872 | New |
| Centaurus Financial, Inc. | 6,702 | $206.0K | 0.02% | +1,507+29.0% | Added |
| Blackhawk Capital Partners LLC. | 6,606 | $203.0K | 0.14% | +6,606 | New |
| CTC Capital Management, LLC | 6,600 | $203.0K | 0.55% | +6,600 | New |
| Oliver Lagore Vanvalin Investment Group | 6,532 | $202.0K | 0.14% | +6,532 | New |
| Vident Investment Advisory, LLC | 6,504 | $200.0K | 0.01% | +6,504 | New |
| Van Eck Associates Corp | 6,062 | $187.0K | 0.00% | +487+8.7% | Added |
| Northwestern Mutual Wealth Management Co | 5,820 | $178.0K | 0.00% | −889−13.3% | Reduced |
| Marquette Asset Management, LLC | 5,166 | $159.0K | 0.04% | +5,166 | New |
| The PNC Financial Services Group, Inc. | 4,988 | $154.0K | 0.00% | +4,813+2,750.3% | Added |
| Ahrens Investment Partners LLC | 4,905 | $151.0K | 0.05% | +1,157+30.9% | Added |
| Gradient Investments LLC | 4,262 | $131.0K | 0.00% | +4,262 | New |
| Metropolitan Life Insurance Co | 3,941 | $121.3K | 0.00% | +3,941 | New |
| Belpointe Asset Management LLC | 3,905 | $120.0K | 0.01% | −1,754−31.0% | Reduced |
| Global Financial Private Client, LLC | 3,369 | $105.4K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 3,136 | $97.0K | 0.05% | +1,550+97.7% | Added |
| McIlrath & Eck, LLC | 2,906 | $89.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,744 | $84.5K | 0.00% | +577+26.6% | Added |
| Hantz Financial Services, Inc. | 2,280 | $70.0K | 0.00% | −607−21.0% | Reduced |
| RWM Asset Management, LLC | 2,270 | $70.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,266 | $69.0K | 0.01% | +9+0.4% | Added |
| EverSource Wealth Advisors, LLC | 1,933 | $59.0K | 0.01% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 47,632 | $54.0K | 0.04% | +47,632 | New |
| US Bancorp | 1,568 | $48.0K | 0.00% | −3,499−69.1% | Reduced |
| Creative Financial Designs Inc | 1,569 | $48.0K | 0.01% | +1,569 | New |
| Atwood & Palmer Inc | 1,476 | $45.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,588 | $41.0K | 0.02% | +500+46.0% | Added |
| Parallel Advisors, LLC | 1,334 | $41.0K | 0.00% | +1,334 | New |
| MV Capital Management, Inc. | 1,196 | $37.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,176 | $36.0K | 0.01% | 00.0% | Unchanged |
| Ovata Capital Management Ltd | 1,150 | $35.0K | 0.01% | +1,150 | New |
| Barclays PLC | 1,041 | $32.0K | 0.00% | +1,041 | New |
| Blue Bell Private Wealth Management, LLC | 1,051 | $32.0K | 0.01% | +1,051 | New |
| Winch Advisory Services, LLC | 1,007 | $31.0K | 0.01% | +7+0.7% | Added |
| Emfo, LLC | 1,000 | $31.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 966 | $30.0K | 0.00% | −2,311−70.5% | Reduced |
| Cranbrook Wealth Management, LLC | 871 | $27.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 802 | $25.0K | 0.00% | +802 | New |
| Global Retirement Partners, LLC | 748 | $23.0K | 0.00% | +748 | New |
| Beacon Capital Management, Inc. | 700 | $22.0K | 0.00% | +700 | New |
| Hudock, Inc. | 639 | $19.0K | 0.01% | +1+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 622 | $19.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 583 | $18.0K | 0.00% | −254−30.3% | Reduced |
| Central Trust Co | 600 | $18.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 570 | $18.0K | 0.00% | +4+0.7% | Added |
| Financial Enhancement Group LLC | 513 | $16.0K | 0.00% | −145−22.0% | Reduced |
| Signaturefd, LLC | 509 | $16.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 528 | $16.0K | 0.00% | +328+164.0% | Added |
| Mach-1 Financial Group, Inc. | 507 | $15.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 439 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 481 | $14.0K | 0.00% | +481 | New |
| Parkside Financial Bank & Trust | 407 | $13.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 410 | $13.0K | 0.00% | +410 | New |
| Retirement Group, LLC | 391 | $12.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | – | $11.0K | 0.00% | – | – |
| Prestige Wealth Management Group LLC | 372 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 312 | $10.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 322 | $10.0K | 0.00% | +322 | New |
| Lake Point Wealth Management | 293 | $9.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 257 | $8.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 262 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 260 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | – | $7.00K | 0.00% | – | – |
| Gemmer Asset Management LLC | 202 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 182 | $6.00K | 0.00% | 00.0% | Unchanged |