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, Q2 2022
Institutional positions in InvenTrust Properties Corp. as of Jun 30, 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
- 245
- +34 vs. Q1 2022
- Shares held
- 34.4M
- +5.27M (+18.1%) vs. Q1 2022
- Total value
- $887.6M
- −$8.67M (−1.0%) vs. Q1 2022
- New holders
- 75
- 66 more added
- Sold out
- 41
- 61 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Institutional & Family Asset Management, LLC | 57 | $1.00K | 0.00% | −25−30.5% | Reduced |
| Ancora Advisors, LLC | 94 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 86 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $2.00K | 0.00% | +100 | New |
| American National Bank | 61 | $2.00K | 0.00% | +61 | New |
| TSFG, LLC | 80 | $2.00K | 0.00% | +80 | New |
| Beacon Capital Management, Inc. | 100 | $3.00K | 0.00% | −600−85.7% | Reduced |
| HBC Financial Services, PLLC | 146 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Tucker Asset Management LLC | 145 | $3.74K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 148 | $3.82K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 141 | $4.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 153 | $4.00K | 0.00% | +152+15,200.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 196 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 182 | $5.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 181 | $5.00K | 0.00% | +181 | New |
| Fieldpoint Private Securities, LLC | 205 | $5.00K | 0.00% | +205 | New |
| TCI Wealth Advisors, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 235 | $6.00K | 0.00% | +35+17.5% | Added |
| Salem Investment Counselors Inc | 257 | $7.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 262 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 259 | $7.00K | 0.00% | +259 | New |
| EverSource Wealth Advisors, LLC | 304 | $8.00K | 0.00% | −1,629−84.3% | Reduced |
| Washington Trust Advisors, Inc. | 322 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 293 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 304 | $8.00K | 0.00% | +304 | New |
| CX Institutional | 305 | $8.00K | 0.00% | +305 | New |
| Blume Capital Management, Inc. | 355 | $9.00K | 0.00% | +95+36.5% | Added |
| Stonebridge Capital Advisors LLC | 396 | $10.0K | 0.00% | −132−25.0% | Reduced |
| Parkside Financial Bank & Trust | 407 | $10.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 353 | $10.0K | 0.00% | – | – |
| Prestige Wealth Management Group LLC | 372 | $10.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 385 | $10.0K | 0.00% | +385 | New |
| Burleson & Company, LLC | 439 | $11.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 410 | $11.0K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 443 | $11.0K | 0.00% | +443 | New |
| Mach-1 Financial Group, Inc. | 507 | $12.0K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 492 | $12.7K | 0.00% | +492 | New |
| Signaturefd, LLC | 509 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 513 | $13.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 517 | $13.0K | 0.00% | +517 | New |
| Truvestments Capital LLC | 509 | $13.0K | 0.01% | +509 | New |
| AdvisorNet Financial, Inc | 551 | $14.0K | 0.00% | −35,703−98.5% | Reduced |
| Heritage Financial Services, LLC | 567 | $14.0K | 0.01% | +567 | New |
| BDO Wealth Advisors, LLC | 583 | $15.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 616 | $15.9K | 0.01% | +616 | New |
| Hudock, Inc. | 640 | $16.0K | 0.01% | +1+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 622 | $16.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 748 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 871 | $22.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 966 | $25.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,014 | $26.0K | 0.01% | +7+0.7% | Added |
| Emfo, LLC | 1,000 | $26.0K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,051 | $27.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,176 | $30.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,196 | $31.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,334 | $34.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,476 | $38.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,464 | $38.0K | 0.00% | +662+82.5% | Added |
| Tyler-Stone Wealth Management | 1,526 | $39.0K | 0.03% | +1,526 | New |
| Creative Financial Designs Inc | 1,574 | $41.0K | 0.01% | +5+0.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,605 | $41.0K | 0.00% | +1,520+1,788.2% | Added |
| BerganKDV Wealth Management, LLC | 1,584 | $41.0K | 0.00% | +1,584 | New |
| State of Wyoming | 1,885 | $49.0K | 0.03% | −1,251−39.9% | Reduced |
| Hantz Financial Services, Inc. | 1,985 | $51.0K | 0.00% | −295−12.9% | Reduced |
| Retirement Guys Formula LLC | 47,632 | $53.0K | 0.05% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,128 | $54.9K | 0.00% | −616−22.4% | Reduced |
| CoreCap Advisors, LLC | 2,144 | $55.0K | 0.00% | +2,144 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,316 | $59.0K | 0.01% | +50+2.2% | Added |
| Tower Research Capital LLC (TRC) | 2,515 | $65.0K | 0.00% | +2,034+422.9% | Added |
| RWM Asset Management, LLC | 2,781 | $72.0K | 0.02% | +511+22.5% | Added |
| Central Trust Co | 2,780 | $72.0K | 0.00% | +2,180+363.3% | Added |
| Retirement Group, LLC | 2,835 | $73.0K | 0.03% | +2,444+625.1% | Added |
| Acadian Asset Management LLC | 2,870 | $74.0K | 0.00% | +2,870 | New |
| McIlrath & Eck, LLC | 2,906 | $75.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 3,041 | $79.0K | 0.00% | +1,473+93.9% | Added |
| Barclays PLC | 4,505 | $116.0K | 0.00% | +3,464+332.8% | Added |
| Marquette Asset Management, LLC | 4,722 | $122.0K | 0.03% | −444−8.6% | Reduced |
| Ahrens Investment Partners LLC | 4,905 | $127.0K | 0.06% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4,992 | $129.7K | 0.07% | +1,623+48.2% | Added |
| The PNC Financial Services Group, Inc. | 5,093 | $131.0K | 0.00% | +105+2.1% | Added |
| Ameritas Investment Partners, Inc. | 5,083 | $131.0K | 0.01% | +5,083 | New |
| Private Trust Co NA | 5,085 | $131.0K | 0.02% | +5,085 | New |
| Oliver Lagore Vanvalin Investment Group | 5,120 | $132.0K | 0.08% | −1,412−21.6% | Reduced |
| Gradient Investments LLC | 5,184 | $134.0K | 0.00% | +922+21.6% | Added |
| Northwestern Mutual Wealth Management Co | 5,785 | $149.0K | 0.00% | −35−0.6% | Reduced |
| Van Eck Associates Corp | 6,146 | $159.0K | 0.00% | +84+1.4% | Added |
| Metropolitan Life Insurance Co | 7,148 | $184.3K | 0.01% | +3,207+81.4% | Added |
| Allworth Financial LP | 7,469 | $193.0K | 0.00% | −866−10.4% | Reduced |
| Truist Financial Corp | 7,935 | $205.0K | 0.00% | +676+9.3% | Added |
| Centaurus Financial, Inc. | 8,124 | $210.0K | 0.02% | +1,422+21.2% | Added |
| Bridgeworth, LLC | 8,235 | $212.0K | 0.05% | −2,519−23.4% | Reduced |
| Harbour Investments, Inc. | 8,293 | $214.0K | 0.01% | +8,293 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,406 | $217.0K | 0.01% | 00.0% | Unchanged |
| ACG Wealth | 8,472 | $218.0K | 0.04% | +8,472 | New |
| Stewardship Advisors, LLC | 8,497 | $219.0K | 0.09% | +8,497 | New |
| Ronald Blue Trust, Inc. | 7,099 | $219.0K | 0.00% | +7,099 | New |
| Amalgamated Bank | 8,582 | $221.0K | 0.00% | +8,582 | New |