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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 18,648 | $481.0K | 0.00% | −1,628−8.0% | Reduced |
| Harvest Investment Services, LLC | 18,436 | $475.0K | 0.36% | −489−2.6% | Reduced |
| Integrated Wealth Concepts LLC | 18,374 | $474.0K | 0.01% | +18,374 | New |
| Arizona State Retirement System | 18,250 | $471.0K | 0.00% | +18,250 | New |
| Brinker Capital Investments, LLC | 18,074 | $466.0K | 0.01% | −1,225−6.3% | Reduced |
| SkyOak Wealth, LLC | 17,534 | $452.0K | 0.15% | +17,534 | New |
| D. E. Shaw & Co., Inc. | 17,300 | $446.0K | 0.00% | +17,300 | New |
| HSBC Holdings PLC | 16,647 | $431.0K | 0.00% | +7,669+85.4% | Added |
| 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 |
| Macquarie Group Ltd | 16,452 | $424.0K | 0.00% | −6,598−28.6% | Reduced |
| Independent Financial Group, LLC | 15,995 | $412.5K | 0.04% | +885+5.9% | Added |
| Smallwood Wealth Investment Management, LLC | 15,182 | $392.0K | 0.40% | −827−5.2% | Reduced |
| DekaBank Deutsche Girozentrale | 15,000 | $384.0K | 0.00% | +15,000 | New |
| Twinbeech Capital LP | 14,409 | $372.0K | 0.02% | +14,409 | New |
| 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 |
| IFP Advisors, Inc | 12,386 | $357.0K | 0.01% | −7,918−39.0% | Reduced |
| Verition Fund Management LLC | 13,757 | $355.0K | 0.01% | +13,757 | New |
| Janus Henderson Group PLC | 12,891 | $332.0K | 0.00% | +12,891 | New |
| Brookstone Capital Management | 12,554 | $330.0K | 0.01% | +12,554 | New |
| Calton & Associates, Inc. | 12,422 | $320.0K | 0.18% | −1,919−13.4% | Reduced |
| Spire Wealth Management | 12,320 | $318.0K | 0.01% | +12,320 | New |
| Proequities, Inc. | 12,065 | $314.0K | 0.03% | −422−3.4% | Reduced |
| Johnson Financial Group, LLC | 11,984 | $309.0K | 0.06% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 11,591 | $299.0K | 0.15% | +11,591 | New |
| Verdence Capital Advisors LLC | 11,558 | $298.0K | 0.04% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 11,502 | $296.0K | 0.29% | −2,320−16.8% | Reduced |
| Crewe Advisors LLC | 11,197 | $289.0K | 0.06% | −1,624−12.7% | Reduced |
| 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 |
| Claraphi Advisory Network, LLC | 10,946 | $282.0K | 0.10% | +1,146+11.7% | Added |
| J.W. Cole Advisors, Inc. | 10,897 | $281.0K | 0.02% | +31+0.3% | Added |
| Teacher Retirement System of Texas | 10,734 | $277.0K | 0.00% | +10,734 | New |
| Martingale Asset Management L P | 10,550 | $273.0K | 0.00% | +10,550 | New |
| Mariner, LLC | 10,506 | $271.0K | 0.00% | +10,506 | 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 |
| Stifel Financial Corp | 9,833 | $254.0K | 0.00% | +9,833 | New |
| CarsonAllaria Wealth Management, Ltd. | 9,603 | $248.0K | 0.23% | +50+0.5% | Added |
| Newbridge Financial Services Group, Inc. | 9,517 | $245.0K | 0.15% | +7,929+499.3% | Added |
| Mercer Global Advisors Inc | 9,472 | $244.0K | 0.00% | −12,333−56.6% | Reduced |
| Arkadios Wealth Advisors | 9,277 | $239.0K | 0.04% | −418−4.3% | Reduced |
| Raymond James & Associates | 9,075 | $234.0K | 0.00% | +176+2.0% | Added |
| Advisor OS, LLC | 8,895 | $229.0K | 0.07% | 00.0% | Unchanged |
| Amalgamated Bank | 8,582 | $221.0K | 0.00% | +8,582 | 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 |
| ACG Wealth | 8,472 | $218.0K | 0.04% | +8,472 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,406 | $217.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8,293 | $214.0K | 0.01% | +8,293 | New |
| Bridgeworth, LLC | 8,235 | $212.0K | 0.05% | −2,519−23.4% | Reduced |
| Centaurus Financial, Inc. | 8,124 | $210.0K | 0.02% | +1,422+21.2% | Added |
| Truist Financial Corp | 7,935 | $205.0K | 0.00% | +676+9.3% | Added |
| Allworth Financial LP | 7,469 | $193.0K | 0.00% | −866−10.4% | Reduced |
| Metropolitan Life Insurance Co | 7,148 | $184.3K | 0.01% | +3,207+81.4% | Added |
| Van Eck Associates Corp | 6,146 | $159.0K | 0.00% | +84+1.4% | Added |
| Northwestern Mutual Wealth Management Co | 5,785 | $149.0K | 0.00% | −35−0.6% | Reduced |
| Gradient Investments LLC | 5,184 | $134.0K | 0.00% | +922+21.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 5,120 | $132.0K | 0.08% | −1,412−21.6% | Reduced |
| 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 |
| Global Financial Private Client, LLC | 4,992 | $129.7K | 0.07% | +1,623+48.2% | Added |
| Ahrens Investment Partners LLC | 4,905 | $127.0K | 0.06% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4,722 | $122.0K | 0.03% | −444−8.6% | Reduced |
| Barclays PLC | 4,505 | $116.0K | 0.00% | +3,464+332.8% | Added |
| US Bancorp | 3,041 | $79.0K | 0.00% | +1,473+93.9% | Added |
| McIlrath & Eck, LLC | 2,906 | $75.0K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,870 | $74.0K | 0.00% | +2,870 | New |
| Retirement Group, LLC | 2,835 | $73.0K | 0.03% | +2,444+625.1% | 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 |
| Tower Research Capital LLC (TRC) | 2,515 | $65.0K | 0.00% | +2,034+422.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,316 | $59.0K | 0.01% | +50+2.2% | Added |
| CoreCap Advisors, LLC | 2,144 | $55.0K | 0.00% | +2,144 | New |
| American Portfolios Advisors | 2,128 | $54.9K | 0.00% | −616−22.4% | Reduced |
| Retirement Guys Formula LLC | 47,632 | $53.0K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,985 | $51.0K | 0.00% | −295−12.9% | Reduced |
| State of Wyoming | 1,885 | $49.0K | 0.03% | −1,251−39.9% | Reduced |
| 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 |
| Tyler-Stone Wealth Management | 1,526 | $39.0K | 0.03% | +1,526 | New |
| 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 |
| Parallel Advisors, LLC | 1,334 | $34.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,196 | $31.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,176 | $30.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,051 | $27.0K | 0.01% | 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 |
| Tradition Wealth Management, LLC | 966 | $25.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 871 | $22.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 748 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 640 | $16.0K | 0.01% | +1+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 622 | $16.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 616 | $15.9K | 0.01% | +616 | New |
| BDO Wealth Advisors, LLC | 583 | $15.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 551 | $14.0K | 0.00% | −35,703−98.5% | Reduced |