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 |
|---|---|---|---|---|---|
| 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 |
| Washington Trust Advisors, Inc. | 322 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Tucker Asset Management LLC | 145 | $3.65K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 148 | $3.16K | 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 |
| 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 |
| 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 |
| Covestor Ltd | 5 | $0 | 0.00% | +5 | New |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −238,228−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −227,851−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −62,940−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −43,204−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −37,195−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −35,884−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −32,853−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −19,553−100.0% | Sold out |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −10,946−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −10,550−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −9,472−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −9,075−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −8,895−100.0% | Sold out |
| Stewardship Advisors, LLC | 0 | $0 | 0.00% | −8,497−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −8,472−100.0% | Sold out |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0 | $0 | 0.00% | −8,406−100.0% | Sold out |
| Bridgeworth, LLC | 0 | $0 | 0.00% | −8,235−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −7,935−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −5,085−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −4,905−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,870−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −2,780−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,144−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −1,584−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,051−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| Lake Point Wealth Management | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |