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, Q4 2022
Institutional positions in InvenTrust Properties Corp. as of Dec 31, 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
- +18 vs. Q3 2022
- Shares held
- 36.4M
- +1.43M (+4.1%) vs. Q3 2022
- Total value
- $861.6M
- +$112.4M (+15.0%) vs. Q3 2022
- New holders
- 45
- 79 more added
- Sold out
- 27
- 75 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8 | $189 | 0.00% | +8 | New |
| Private Advisor Group, LLC | 15,161 | $359 | 0.00% | −5,588−26.9% | Reduced |
| Baker Avenue Asset Management, LP | 18 | $426 | 0.00% | +18 | New |
| Bell Investment Advisors, Inc | 52 | $1.23K | 0.00% | +52 | New |
| EWG Elevate Inc. | 66 | $1.56K | 0.00% | +66 | New |
| Quadrant Capital Group LLC | 74 | $1.75K | 0.00% | +24+48.0% | Added |
| Glassy Mountain Advisors, Inc. | 84 | $1.99K | 0.00% | +84 | New |
| Ancora Advisors, LLC | 94 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 100 | $2.37K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 146 | $3.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 141 | $3.34K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 145 | $3.42K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 149 | $3.54K | 0.00% | +1+0.7% | Added |
| AdvisorNet Financial, Inc | 157 | $3.72K | 0.00% | −337−68.2% | Reduced |
| NVWM, LLC | 181 | $4.32K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 190 | $4.50K | 0.00% | +190 | New |
| Stonebridge Capital Advisors LLC | 200 | $4.73K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 233 | $5.51K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 240 | $5.68K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 250 | $5.92K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 262 | $6.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 257 | $6.14K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 260 | $6.15K | 0.00% | −95−26.8% | Reduced |
| Richard W. Paul & Associates, LLC | 285 | $6.75K | 0.00% | +285 | New |
| Clearstead Advisors, LLC | 287 | $6.79K | 0.00% | +287 | New |
| NewSquare Capital LLC | 295 | $6.98K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 322 | $7.62K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 320 | $8.00K | 0.01% | +320 | New |
| RFP Financial Group LLC | 355 | $8.40K | 0.00% | +355 | New |
| Semmax Financial Advisors Inc. | 353 | $9.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 410 | $9.71K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 413 | $9.76K | 0.01% | +4+1.0% | Added |
| Burleson & Company, LLC | 443 | $10.5K | 0.00% | +4+0.9% | Added |
| BDO Wealth Advisors, LLC | 583 | $13.8K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 591 | $14.0K | 0.00% | −280−32.1% | Reduced |
| FMR LLC | 615 | $14.6K | 0.00% | −143−18.9% | Reduced |
| Halpern Financial, Inc. | 616 | $14.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 622 | $14.7K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 647 | $15.0K | 0.02% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 648 | $15.3K | 0.00% | +648 | New |
| Signaturefd, LLC | 661 | $15.6K | 0.00% | +152+29.9% | Added |
| EverSource Wealth Advisors, LLC | 668 | $15.8K | 0.00% | +364+119.7% | Added |
| Affiance Financial, LLC | 975 | $23.1K | 0.01% | +975 | New |
| Emfo, LLC | 1,000 | $23.7K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,031 | $24.0K | 0.01% | +9+0.9% | Added |
| Retirement Financial Solutions, LLC | 1,130 | $26.7K | 0.02% | +1,130 | New |
| Spire Wealth Management | 1,159 | $27.0K | 0.00% | +309+36.4% | Added |
| Plante Moran Financial Advisors, LLC | 1,176 | $27.8K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,217 | $28.8K | 0.01% | +1,217 | New |
| Coppell Advisory Solutions Corp. | 1,217 | $28.8K | 0.01% | +1,217 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1,244 | $29.0K | 0.00% | −256−17.1% | Reduced |
| Parallel Advisors, LLC | 1,334 | $31.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,379 | $32.0K | 0.00% | −4,821−77.8% | Reduced |
| GWM Advisors LLC | 5,912 | $32.2K | 0.00% | +5,912 | New |
| US Bancorp | 1,371 | $32.5K | 0.00% | −306−18.2% | Reduced |
| Atwood & Palmer Inc | 1,476 | $34.9K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,544 | $37.0K | 0.03% | +10+0.7% | Added |
| Creative Financial Designs Inc | 1,586 | $37.5K | 0.01% | +6+0.4% | Added |
| WR Wealth Planners, LLC | 1,632 | $38.6K | 0.02% | +1,632 | New |
| Accurate Wealth Management, LLC | 1,653 | $38.6K | 0.01% | +1,653 | New |
| Tradition Wealth Management, LLC | 1,657 | $39.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,648 | $39.0K | 0.00% | +900+120.3% | Added |
| Armstrong Advisory Group, Inc | 1,707 | $40.4K | 0.01% | +1,707 | New |
| Ronald Blue Trust, Inc. | 2,165 | $46.0K | 0.00% | −1,202−35.7% | Reduced |
| Retirement Guys Formula LLC | 42,442 | $47.0K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,285 | $54.1K | 0.00% | −714−23.8% | Reduced |
| CoreCap Advisors, LLC | 2,349 | $55.6K | 0.00% | +2,349 | New |
| Fifth Third Bancorp | 2,416 | $57.2K | 0.00% | +2,416 | New |
| Hantz Financial Services, Inc. | 2,432 | $58.0K | 0.00% | +434+21.7% | Added |
| RWM Asset Management, LLC | 2,781 | $65.8K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,084 | $73.0K | 0.02% | +178+6.1% | Added |
| Marquette Asset Management, LLC | 3,435 | $81.3K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 3,606 | $85.4K | 0.03% | −1,806−33.4% | Reduced |
| Money Concepts Capital Corp | 3,633 | $86.0K | 0.00% | −213−5.5% | Reduced |
| Private Trust Co NA | 3,849 | $91.0K | 0.01% | +3,849 | New |
| Belpointe Asset Management LLC | 4,149 | $98.2K | 0.01% | −785−15.9% | Reduced |
| Gradient Investments LLC | 4,212 | $99.7K | 0.00% | −752−15.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,591 | $108.7K | 0.06% | −148−3.1% | Reduced |
| The PNC Financial Services Group, Inc. | 4,772 | $113.0K | 0.00% | +10.0% | Added |
| Global Financial Private Client, LLC | 4,992 | $118.2K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,083 | $124.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,371 | $127.1K | 0.00% | −682−11.3% | Reduced |
| Beacon Capital Management, LLC | 5,915 | $142.1K | 0.05% | −2,290−27.9% | Reduced |
| Metropolitan Life Insurance Co | 6,248 | $147.9K | 0.01% | −10−0.2% | Reduced |
| Allworth Financial LP | 6,417 | $151.9K | 0.00% | +31+0.5% | Added |
| Harbour Investments, Inc. | 6,898 | $163.3K | 0.01% | −1,395−16.8% | Reduced |
| Van Eck Associates Corp | 7,027 | $166.0K | 0.00% | +3,121+79.9% | Added |
| Newbridge Financial Services Group, Inc. | 7,283 | $172.4K | 0.10% | −1,600−18.0% | Reduced |
| Stratos Wealth Partners, LTD. | 8,560 | $202.6K | 0.01% | −10,216−54.4% | Reduced |
| ProShare Advisors LLC | 8,720 | $206.4K | 0.00% | +8,720 | New |
| Amalgamated Bank | 8,788 | $208.0K | 0.00% | +121+1.4% | Added |
| Advisor OS, LLC | 8,895 | $210.5K | 0.06% | +8,895 | New |
| Retirement Group, LLC | 9,097 | $215.0K | 0.10% | +8,706+2,226.6% | Added |
| Stifel Financial Corp | 9,303 | $220.2K | 0.00% | −530−5.4% | Reduced |
| Nikulski Financial, Inc. | 9,526 | $225.5K | 0.11% | −2,145−18.4% | Reduced |
| Centaurus Financial, Inc. | 9,555 | $226.0K | 0.02% | +1,431+17.6% | Added |
| Investmark Advisory Group LLC | 9,609 | $227.4K | 0.17% | −542−5.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 9,711 | $230.0K | 0.20% | +50+0.5% | Added |