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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 12,645 | $364.0K | 0.01% | +259+2.1% | Added |
| Captrust Financial Advisors | 16,816 | $359.0K | 0.00% | +16,816 | New |
| D. E. Shaw & Co., Inc. | 16,800 | $358.0K | 0.00% | −500−2.9% | Reduced |
| Integrated Wealth Concepts LLC | 16,756 | $357.0K | 0.01% | −1,618−8.8% | Reduced |
| Jefferies Group LLC | 16,716 | $356.6K | 0.01% | +16,716 | New |
| Macquarie Group Ltd | 15,824 | $356.0K | 0.00% | −628−3.8% | Reduced |
| Harvest Investment Services, LLC | 16,258 | $346.0K | 0.42% | −2,178−11.8% | Reduced |
| Standard Life Aberdeen plc | 15,274 | $326.0K | 0.00% | +814+5.6% | Added |
| Cetera Investment Advisers | 14,615 | $312.0K | 0.01% | −4,594−23.9% | Reduced |
| DekaBank Deutsche Girozentrale | 13,795 | $297.0K | 0.00% | −1,205−8.0% | Reduced |
| Smallwood Wealth Investment Management, LLC | 13,757 | $293.0K | 0.26% | −1,425−9.4% | Reduced |
| Wealthstar Advisors, LLC | 13,643 | $288.0K | 0.14% | −599−4.2% | Reduced |
| ExodusPoint Capital Management, LP | 13,482 | $288.0K | 0.00% | +13,482 | New |
| Barclays PLC | 13,255 | $282.0K | 0.00% | +8,750+194.2% | Added |
| Janus Henderson Group PLC | 12,911 | $276.0K | 0.00% | +20+0.2% | Added |
| Mariner, LLC | 12,742 | $272.0K | 0.00% | +2,236+21.3% | Added |
| Calton & Associates, Inc. | 12,749 | $271.0K | 0.16% | +327+2.6% | Added |
| Brookstone Capital Management | 12,132 | $269.0K | 0.01% | −422−3.4% | Reduced |
| State of Wisconsin Investment Board | 12,562 | $267.0K | 0.00% | −4,422−26.0% | Reduced |
| Proequities, Inc. | 12,421 | $267.0K | 0.03% | +356+3.0% | Added |
| Intrua Financial, LLC | 12,026 | $257.0K | 0.07% | +1,552+14.8% | Added |
| Johnson Financial Group, LLC | 11,984 | $255.0K | 0.03% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 11,671 | $249.0K | 0.13% | +80+0.7% | Added |
| Verdence Capital Advisors LLC | 11,558 | $247.0K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 11,197 | $239.0K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 11,066 | $236.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 10,980 | $234.0K | 0.02% | +83+0.8% | Added |
| Price T Rowe Associates Inc | 10,940 | $234.0K | 0.00% | +10,940 | New |
| Virginia Retirement Systems Et Al | 10,600 | $226.1K | 0.00% | +10,600 | New |
| HighTower Trust Services, LTA | 10,395 | $222.0K | 0.02% | +10,395 | New |
| Cubist Systematic Strategies, LLC | 10,198 | $218.0K | 0.00% | −24,262−70.4% | Reduced |
| Verition Fund Management LLC | 10,223 | $218.0K | 0.00% | −3,534−25.7% | Reduced |
| Vident Investment Advisory, LLC | 10,236 | $218.0K | 0.01% | +10,236 | New |
| Investmark Advisory Group LLC | 10,151 | $216.0K | 0.19% | −1,351−11.7% | 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 |
| Beacon Capital Management, LLC | 8,205 | $213.0K | 0.07% | −533−6.1% | Reduced |
| Stifel Financial Corp | 9,833 | $209.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 9,661 | $206.0K | 0.19% | +58+0.6% | Added |
| United Capital Financial Advisers, LLC | 9,471 | $202.0K | 0.00% | −1,571−14.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,883 | $189.0K | 0.11% | −634−6.7% | Reduced |
| Amalgamated Bank | 8,667 | $185.0K | 0.00% | +85+1.0% | Added |
| Centaurus Financial, Inc. | 8,124 | $173.0K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 6,460 | $138.0K | 0.01% | +6,460 | New |
| Ensign Peak Advisors, Inc | 6,400 | $137.0K | 0.00% | +6,400 | New |
| Allworth Financial LP | 6,386 | $136.0K | 0.00% | −1,083−14.5% | Reduced |
| Metropolitan Life Insurance Co | 6,258 | $133.5K | 0.01% | −890−12.5% | Reduced |
| Tower Research Capital LLC (TRC) | 6,200 | $132.0K | 0.00% | +3,685+146.5% | Added |
| Northwestern Mutual Wealth Management Co | 6,053 | $130.0K | 0.00% | +268+4.6% | Added |
| Russell Investments Group, Ltd. | 5,466 | $116.0K | 0.00% | +5,466 | New |
| State of Wyoming | 5,412 | $115.0K | 0.06% | +3,527+187.1% | Added |
| Ameritas Investment Partners, Inc. | 5,083 | $108.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4,992 | $107.9K | 0.06% | 00.0% | Unchanged |
| 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 |
| Allspring Global Investments Holdings, LLC | 4,866 | $103.0K | 0.00% | +4,866 | New |
| The PNC Financial Services Group, Inc. | 4,771 | $102.0K | 0.00% | −322−6.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,739 | $101.0K | 0.07% | −381−7.4% | Reduced |
| Ronald Blue Trust, Inc. | 3,367 | $86.0K | 0.00% | −3,732−52.6% | Reduced |
| Van Eck Associates Corp | 3,906 | $83.0K | 0.00% | −2,240−36.4% | Reduced |
| Money Concepts Capital Corp | 3,846 | $82.0K | 0.00% | +2,382+162.7% | Added |
| Marquette Asset Management, LLC | 3,435 | $73.0K | 0.02% | −1,287−27.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,999 | $63.0K | 0.01% | +683+29.5% | Added |
| McIlrath & Eck, LLC | 2,906 | $62.0K | 0.02% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,790 | $60.0K | 0.00% | +2,790 | New |
| RWM Asset Management, LLC | 2,781 | $59.0K | 0.01% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 42,442 | $47.0K | 0.05% | −5,190−10.9% | Reduced |
| American Portfolios Advisors | 2,128 | $45.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| US Bancorp | 1,677 | $36.0K | 0.00% | −1,364−44.9% | Reduced |
| Tradition Wealth Management, LLC | 1,657 | $35.0K | 0.01% | +691+71.5% | Added |
| Creative Financial Designs Inc | 1,580 | $34.0K | 0.01% | +6+0.4% | Added |
| Tyler-Stone Wealth Management | 1,534 | $33.0K | 0.03% | +8+0.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,500 | $32.0K | 0.00% | −105−6.5% | Reduced |
| Atwood & Palmer Inc | 1,476 | $31.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,334 | $28.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,176 | $25.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,114 | $23.0K | 0.00% | +1,114 | New |
| Winch Advisory Services, LLC | 1,022 | $22.0K | 0.01% | +8+0.8% | Added |
| Emfo, LLC | 1,000 | $21.0K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 871 | $19.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 748 | $19.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 850 | $18.0K | 0.00% | −11,470−93.1% | Reduced |
| FMR LLC | 758 | $16.0K | 0.00% | +605+395.4% | Added |
| Halpern Financial, Inc. | 616 | $13.1K | 0.01% | 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 |
| BDO Wealth Advisors, LLC | 583 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Simplex Trading, LLC | 490 | $10.0K | 0.00% | −27−5.2% | Reduced |
| 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 |
| Highline Wealth Partners LLC | 409 | $8.72K | 0.01% | +409 | New |