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, Q3 2022
Institutional positions in InvenTrust Properties Corp. as of Sep 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
- 232
- −10 vs. Q2 2022
- Shares held
- 35.0M
- +650.9K (+1.9%) vs. Q2 2022
- Total value
- $749.7M
- −$136.1M (−15.4%) vs. Q2 2022
- New holders
- 26
- 76 more added
- Sold out
- 36
- 77 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | +5 | New |
| American National Bank | 61 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 57 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 50 | $1.00K | 0.00% | +50 | New |
| Beacon Capital Management, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 94 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 148 | $3.00K | 0.00% | −359−70.8% | Reduced |
| Accel Wealth Management | 141 | $3.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 146 | $3.00K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 148 | $3.16K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 145 | $3.65K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 200 | $4.00K | 0.00% | −196−49.5% | Reduced |
| NVWM, LLC | 181 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 193 | $4.00K | 0.00% | +193 | New |
| EdgeRock Capital LLC | 200 | $4.00K | 0.00% | +200 | New |
| MV Capital Management, Inc. | 233 | $5.00K | 0.00% | −963−80.5% | Reduced |
| Asset Dedication, LLC | 262 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 235 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 240 | $5.00K | 0.00% | +240 | New |
| EverSource Wealth Advisors, LLC | 304 | $6.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 257 | $6.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 295 | $6.00K | 0.00% | +295 | New |
| Washington Trust Advisors, Inc. | 322 | $7.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 391 | $8.00K | 0.01% | −2,444−86.2% | Reduced |
| Surevest, LLC | 370 | $8.00K | 0.00% | −73−16.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 385 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 372 | $8.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 355 | $8.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 373 | $8.00K | 0.00% | +373 | New |
| Highline Wealth Partners LLC | 409 | $8.72K | 0.01% | +409 | New |
| Hudock, Inc. | 436 | $9.00K | 0.00% | −204−31.9% | Reduced |
| MCF Advisors LLC | 410 | $9.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 439 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 407 | $9.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 353 | $9.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 490 | $10.0K | 0.00% | −27−5.2% | Reduced |
| AdvisorNet Financial, Inc | 494 | $11.0K | 0.00% | −57−10.3% | Reduced |
| Signaturefd, LLC | 509 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 513 | $11.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 509 | $11.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 583 | $12.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 622 | $13.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 647 | $13.0K | 0.01% | +647 | New |
| Halpern Financial, Inc. | 616 | $13.1K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 758 | $16.0K | 0.00% | +605+395.4% | Added |
| Spire Wealth Management | 850 | $18.0K | 0.00% | −11,470−93.1% | Reduced |
| Cranbrook Wealth Management, LLC | 871 | $19.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 748 | $19.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 1,000 | $21.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,022 | $22.0K | 0.01% | +8+0.8% | Added |
| Lazard Asset Management LLC | 1,114 | $23.0K | 0.00% | +1,114 | New |
| Plante Moran Financial Advisors, LLC | 1,176 | $25.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,334 | $28.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,476 | $31.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,500 | $32.0K | 0.00% | −105−6.5% | Reduced |
| Tyler-Stone Wealth Management | 1,534 | $33.0K | 0.03% | +8+0.5% | Added |
| Creative Financial Designs Inc | 1,580 | $34.0K | 0.01% | +6+0.4% | Added |
| Tradition Wealth Management, LLC | 1,657 | $35.0K | 0.01% | +691+71.5% | Added |
| US Bancorp | 1,677 | $36.0K | 0.00% | −1,364−44.9% | Reduced |
| Hantz Financial Services, Inc. | 1,998 | $43.0K | 0.00% | +13+0.7% | Added |
| Almanack Investment Partners, LLC. | 2,036 | $43.0K | 0.01% | +2,036 | New |
| American Portfolios Advisors | 2,128 | $45.4K | 0.00% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 42,442 | $47.0K | 0.05% | −5,190−10.9% | Reduced |
| RWM Asset Management, LLC | 2,781 | $59.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,790 | $60.0K | 0.00% | +2,790 | New |
| McIlrath & Eck, LLC | 2,906 | $62.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,999 | $63.0K | 0.01% | +683+29.5% | Added |
| Marquette Asset Management, LLC | 3,435 | $73.0K | 0.02% | −1,287−27.3% | Reduced |
| Money Concepts Capital Corp | 3,846 | $82.0K | 0.00% | +2,382+162.7% | Added |
| Van Eck Associates Corp | 3,906 | $83.0K | 0.00% | −2,240−36.4% | Reduced |
| Ronald Blue Trust, Inc. | 3,367 | $86.0K | 0.00% | −3,732−52.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,739 | $101.0K | 0.07% | −381−7.4% | Reduced |
| The PNC Financial Services Group, Inc. | 4,771 | $102.0K | 0.00% | −322−6.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,866 | $103.0K | 0.00% | +4,866 | New |
| Gradient Investments LLC | 4,964 | $106.0K | 0.00% | −220−4.2% | Reduced |
| Belpointe Asset Management LLC | 4,934 | $106.0K | 0.01% | +4,934 | New |
| Global Financial Private Client, LLC | 4,992 | $107.9K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,083 | $108.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5,412 | $115.0K | 0.06% | +3,527+187.1% | Added |
| Russell Investments Group, Ltd. | 5,466 | $116.0K | 0.00% | +5,466 | New |
| Northwestern Mutual Wealth Management Co | 6,053 | $130.0K | 0.00% | +268+4.6% | Added |
| Tower Research Capital LLC (TRC) | 6,200 | $132.0K | 0.00% | +3,685+146.5% | Added |
| Metropolitan Life Insurance Co | 6,258 | $133.5K | 0.01% | −890−12.5% | Reduced |
| Allworth Financial LP | 6,386 | $136.0K | 0.00% | −1,083−14.5% | Reduced |
| Ensign Peak Advisors, Inc | 6,400 | $137.0K | 0.00% | +6,400 | New |
| Vestcor Inc | 6,460 | $138.0K | 0.01% | +6,460 | New |
| Centaurus Financial, Inc. | 8,124 | $173.0K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 8,667 | $185.0K | 0.00% | +85+1.0% | Added |
| Newbridge Financial Services Group, Inc. | 8,883 | $189.0K | 0.11% | −634−6.7% | Reduced |
| United Capital Financial Advisers, LLC | 9,471 | $202.0K | 0.00% | −1,571−14.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 9,661 | $206.0K | 0.19% | +58+0.6% | Added |
| Stifel Financial Corp | 9,833 | $209.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 8,205 | $213.0K | 0.07% | −533−6.1% | Reduced |
| Arkadios Wealth Advisors | 10,018 | $214.0K | 0.03% | +741+8.0% | Added |
| Harbour Investments, Inc. | 8,293 | $214.0K | 0.01% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 10,151 | $216.0K | 0.19% | −1,351−11.7% | Reduced |
| Cubist Systematic Strategies, LLC | 10,198 | $218.0K | 0.00% | −24,262−70.4% | Reduced |