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 |
|---|---|---|---|---|---|
| Advisor OS, LLC | 8,895 | $229.0K | 0.07% | 00.0% | Unchanged |
| Raymond James & Associates | 9,075 | $234.0K | 0.00% | +176+2.0% | Added |
| Arkadios Wealth Advisors | 9,277 | $239.0K | 0.04% | −418−4.3% | Reduced |
| Mercer Global Advisors Inc | 9,472 | $244.0K | 0.00% | −12,333−56.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 9,517 | $245.0K | 0.15% | +7,929+499.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 9,603 | $248.0K | 0.23% | +50+0.5% | Added |
| Stifel Financial Corp | 9,833 | $254.0K | 0.00% | +9,833 | New |
| Beacon Capital Management, LLC | 8,738 | $270.0K | 0.07% | 00.0% | Unchanged |
| Intrua Financial, LLC | 10,474 | $270.0K | 0.06% | +10,474 | New |
| Mariner, LLC | 10,506 | $271.0K | 0.00% | +10,506 | New |
| Martingale Asset Management L P | 10,550 | $273.0K | 0.00% | +10,550 | New |
| Teacher Retirement System of Texas | 10,734 | $277.0K | 0.00% | +10,734 | New |
| J.W. Cole Advisors, Inc. | 10,897 | $281.0K | 0.02% | +31+0.3% | Added |
| Claraphi Advisory Network, LLC | 10,946 | $282.0K | 0.10% | +1,146+11.7% | Added |
| United Capital Financial Advisers, LLC | 11,042 | $285.0K | 0.00% | −2,880−20.7% | Reduced |
| Public Employees Retirement Association of Colorado | 11,066 | $285.0K | 0.00% | +11,066 | New |
| Crewe Advisors LLC | 11,197 | $289.0K | 0.06% | −1,624−12.7% | Reduced |
| Investmark Advisory Group LLC | 11,502 | $296.0K | 0.29% | −2,320−16.8% | Reduced |
| Verdence Capital Advisors LLC | 11,558 | $298.0K | 0.04% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 11,591 | $299.0K | 0.15% | +11,591 | New |
| Johnson Financial Group, LLC | 11,984 | $309.0K | 0.06% | 00.0% | Unchanged |
| Proequities, Inc. | 12,065 | $314.0K | 0.03% | −422−3.4% | Reduced |
| Spire Wealth Management | 12,320 | $318.0K | 0.01% | +12,320 | New |
| Calton & Associates, Inc. | 12,422 | $320.0K | 0.18% | −1,919−13.4% | Reduced |
| Brookstone Capital Management | 12,554 | $330.0K | 0.01% | +12,554 | New |
| Janus Henderson Group PLC | 12,891 | $332.0K | 0.00% | +12,891 | New |
| Verition Fund Management LLC | 13,757 | $355.0K | 0.01% | +13,757 | New |
| IFP Advisors, Inc | 12,386 | $357.0K | 0.01% | −7,918−39.0% | Reduced |
| Standard Life Aberdeen plc | 14,460 | $370.0K | 0.00% | −1,432−9.0% | Reduced |
| Wealthstar Advisors, LLC | 14,242 | $370.0K | 0.16% | 00.0% | Unchanged |
| Twinbeech Capital LP | 14,409 | $372.0K | 0.02% | +14,409 | New |
| DekaBank Deutsche Girozentrale | 15,000 | $384.0K | 0.00% | +15,000 | New |
| Smallwood Wealth Investment Management, LLC | 15,182 | $392.0K | 0.40% | −827−5.2% | Reduced |
| Independent Financial Group, LLC | 15,995 | $412.5K | 0.04% | +885+5.9% | Added |
| Macquarie Group Ltd | 16,452 | $424.0K | 0.00% | −6,598−28.6% | Reduced |
| State of Wisconsin Investment Board | 16,984 | $428.0K | 0.00% | +16,984 | New |
| CWM, LLC | 16,598 | $428.0K | 0.00% | +16,598 | New |
| HSBC Holdings PLC | 16,647 | $431.0K | 0.00% | +7,669+85.4% | Added |
| D. E. Shaw & Co., Inc. | 17,300 | $446.0K | 0.00% | +17,300 | New |
| SkyOak Wealth, LLC | 17,534 | $452.0K | 0.15% | +17,534 | New |
| Brinker Capital Investments, LLC | 18,074 | $466.0K | 0.01% | −1,225−6.3% | Reduced |
| Arizona State Retirement System | 18,250 | $471.0K | 0.00% | +18,250 | New |
| Integrated Wealth Concepts LLC | 18,374 | $474.0K | 0.01% | +18,374 | New |
| Harvest Investment Services, LLC | 18,436 | $475.0K | 0.36% | −489−2.6% | Reduced |
| Daiwa Securities Group Inc. | 18,648 | $481.0K | 0.00% | −1,628−8.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 19,001 | $490.0K | 0.03% | +7,128+60.0% | Added |
| Cetera Investment Advisers | 19,209 | $495.0K | 0.01% | −4,914−20.4% | Reduced |
| Great West Life Assurance Co | 19,333 | $499.0K | 0.00% | +19,333 | New |
| New York Life Investment Management LLC | 19,553 | $504.0K | 0.01% | +19,553 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,696 | $508.0K | 0.00% | +19,696 | New |
| Nisa Investment Advisors, LLC | 20,044 | $517.0K | 0.00% | −3,222−13.8% | Reduced |
| Stratos Wealth Partners, LTD. | 20,265 | $523.0K | 0.01% | −1,664−7.6% | Reduced |
| Private Advisor Group, LLC | 20,651 | $533.0K | 0.00% | +20,651 | New |
| Mirae Asset Global Investments Co., Ltd. | 21,933 | $566.0K | 0.00% | +21,933 | New |
| Voya Investment Management LLC | 24,916 | $643.0K | 0.00% | +24,916 | New |
| Manufacturers Life Insurance Company, The | 25,921 | $668.5K | 0.00% | +25,921 | New |
| Pictet Asset Management SA | 27,781 | $716.0K | 0.00% | +27,781 | New |
| Prospera Financial Services Inc | 27,816 | $717.0K | 0.04% | +5,068+22.3% | Added |
| UBS Group AG | 29,662 | $765.0K | 0.00% | −10,596−26.3% | Reduced |
| Ameriprise Financial Inc | 29,160 | $771.0K | 0.00% | −32,089−52.4% | Reduced |
| Sigma Planning Corp | 29,960 | $773.0K | 0.03% | −695−2.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 31,350 | $809.0K | 0.00% | +2,900+10.2% | Added |
| American International Group, Inc. | 31,720 | $818.0K | 0.01% | +31,720 | New |
| Focus Financial Network, Inc. | 32,027 | $832.5K | 0.07% | +9,259+40.7% | Added |
| Citadel Advisors LLC | 32,853 | $847.0K | 0.00% | −70,783−68.3% | Reduced |
| State of Alaska, Department of Revenue | 32,995 | $850.0K | 0.01% | +32,995 | New |
| Creative Planning | 33,389 | $861.0K | 0.00% | +1,190+3.7% | Added |
| Lincoln National Corp | 34,314 | $885.0K | 0.02% | −2,060−5.7% | Reduced |
| Cubist Systematic Strategies, LLC | 34,460 | $889.0K | 0.01% | −6,336−15.5% | Reduced |
| Dark Forest Capital Management LP | 35,798 | $923.0K | 0.21% | +35,794+894,850.0% | Added |
| MetLife Investment Management | 35,853 | $924.6K | 0.01% | +35,853 | New |
| Point72 Asset Management, L.P. | 35,884 | $925.0K | 0.00% | +35,884 | New |
| Amundi | 36,023 | $932.0K | 0.00% | −7,234−16.7% | Reduced |
| Morgan Stanley | 36,406 | $939.0K | 0.00% | +14,401+65.4% | Added |
| SG Americas Securities, LLC | 36,934 | $953.0K | 0.01% | +28,114+318.8% | Added |
| Merit Financial Group, LLC | 37,195 | $959.0K | 0.03% | +37,195 | New |
| Citigroup Inc | 38,799 | $1.00M | 0.00% | −117,274−75.1% | Reduced |
| Quantedge Capital Pte Ltd | 38,800 | $1.00M | 0.20% | +38,800 | New |
| Squarepoint Ops LLC | 38,906 | $1.00M | 0.01% | −172,346−81.6% | Reduced |
| EAM Investors, LLC | 43,204 | $1.11M | 0.27% | +43,204 | New |
| Wells Fargo & Company | 45,808 | $1.18M | 0.00% | −36,423−44.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 45,842 | $1.18M | 0.37% | −800−1.7% | Reduced |
| Avidian Wealth Solutions, LLC | 45,961 | $1.19M | 0.08% | +515+1.1% | Added |
| Goodwin Daniel L | 45,968 | $1.19M | 0.65% | +45,968 | New |
| New York State Common Retirement Fund | 47,000 | $1.21M | 0.00% | +47,000 | New |
| Bank of America Corp | 48,946 | $1.26M | 0.00% | +10,173+26.2% | Added |
| Deutsche Bank AG | 49,068 | $1.27M | 0.00% | +35,520+262.2% | Added |
| Atria Wealth Solutions, Inc. | 52,428 | $1.36M | 0.03% | +18,032+52.4% | Added |
| Beacon Pointe Advisors, LLC | 54,045 | $1.39M | 0.03% | +5,120+10.5% | Added |
| Certified Advisory Corp | 55,831 | $1.44M | 0.32% | −4,684−7.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 56,673 | $1.46M | 0.00% | −15,678−21.7% | Reduced |
| LDR Capital Management LLC | 57,500 | $1.48M | 0.62% | −12,700−18.1% | Reduced |
| Algert Global LLC | 60,170 | $1.55M | 0.12% | +60,170 | New |
| Nomura Asset Management Co Ltd | 60,820 | $1.57M | 0.01% | +3,020+5.2% | Added |
| Invesco Ltd. | 61,361 | $1.58M | 0.00% | +4,031+7.0% | Added |
| Koshinski Asset Management, Inc. | 61,952 | $1.60M | 0.16% | −20,337−24.7% | Reduced |
| Geneos Wealth Management Inc. | 62,112 | $1.61M | 0.08% | +178+0.3% | Added |
| EAM Global Investors LLC | 62,940 | $1.62M | 0.40% | +62,940 | New |
| Cetera Advisors LLC | 63,544 | $1.64M | 0.04% | +3,968+6.7% | Added |
| Prime Capital Investment Advisors, LLC | 68,174 | $1.76M | 0.10% | −9,706−12.5% | Reduced |