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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,151 | $500.6K | 0.00% | +1,455+7.4% | Added |
| Squarepoint Ops LLC | 20,892 | $494.5K | 0.00% | −14,355−40.7% | Reduced |
| Geneos Wealth Management Inc. | 19,942 | $472.0K | 0.03% | −4,328−17.8% | Reduced |
| Arizona State Retirement System | 19,026 | $450.3K | 0.00% | +713+3.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 19,001 | $450.0K | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 18,302 | $433.0K | 0.00% | −581−3.1% | Reduced |
| CWM, LLC | 17,913 | $424.0K | 0.00% | −1,672−8.5% | Reduced |
| Brinker Capital Investments, LLC | 17,550 | $415.4K | 0.01% | −431−2.4% | Reduced |
| Russell Investments Group, Ltd. | 16,741 | $396.3K | 0.00% | +11,275+206.3% | Added |
| Captrust Financial Advisors | 16,384 | $387.8K | 0.00% | −432−2.6% | Reduced |
| Perigon Wealth Management, LLC | 16,272 | $385.2K | 0.02% | +16,272 | New |
| Dark Forest Capital Management LP | 15,990 | $378.5K | 0.09% | −26,964−62.8% | Reduced |
| Macquarie Group Ltd | 18,724 | $372.2K | 0.00% | +2,900+18.3% | Added |
| SkyOak Wealth, LLC | 15,163 | $358.9K | 0.12% | −2,118−12.3% | Reduced |
| Mercer Global Advisors Inc | 14,802 | $349.0K | 0.00% | +14,802 | New |
| D. E. Shaw & Co., Inc. | 14,500 | $343.2K | 0.00% | −2,300−13.7% | Reduced |
| Cetera Investment Advisers | 14,057 | $332.7K | 0.00% | −558−3.8% | Reduced |
| Intrua Financial, LLC | 13,770 | $331.6K | 0.08% | +1,744+14.5% | Added |
| IFP Advisors, Inc | 11,497 | $331.0K | 0.01% | −1,148−9.1% | Reduced |
| DekaBank Deutsche Girozentrale | 13,795 | $325.0K | 0.00% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 13,659 | $323.3K | 0.20% | +13,659 | New |
| Wealthstar Advisors, LLC | 13,643 | $322.9K | 0.15% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 13,379 | $317.0K | 0.00% | −43,662−76.5% | Reduced |
| Integrated Wealth Concepts LLC | 13,316 | $315.0K | 0.01% | −3,440−20.5% | Reduced |
| Janus Henderson Group PLC | 12,911 | $305.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 12,731 | $304.0K | 0.02% | +310+2.5% | Added |
| Brookstone Capital Management | 12,381 | $299.1K | 0.01% | +249+2.1% | Added |
| Mariner, LLC | 12,600 | $298.0K | 0.00% | −142−1.1% | Reduced |
| Harvest Investment Services, LLC | 12,557 | $297.2K | 0.32% | −3,701−22.8% | Reduced |
| Cambria Investment Management, L.P. | 12,186 | $288.4K | 0.02% | +12,186 | New |
| Smallwood Wealth Investment Management, LLC | 12,110 | $286.6K | 0.24% | −1,647−12.0% | Reduced |
| Standard Life Aberdeen plc | 12,088 | $286.1K | 0.00% | −3,186−20.9% | Reduced |
| Johnson Financial Group, LLC | 11,984 | $283.7K | 0.05% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 11,845 | $280.0K | 0.00% | +905+8.3% | Added |
| Change Path, LLC | 11,739 | $278.0K | 0.02% | +11,739 | New |
| Verdence Capital Advisors LLC | 11,558 | $273.6K | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 11,140 | $263.7K | 0.03% | +1,122+11.2% | Added |
| Public Employees Retirement Association of Colorado | 11,066 | $262.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 11,022 | $260.9K | 0.02% | +42+0.4% | Added |
| Two Sigma Advisers, LP | 10,600 | $250.9K | 0.00% | +10,600 | New |
| American Century Companies Inc | 10,537 | $249.4K | 0.00% | +10,537 | New |
| Vident Investment Advisory, LLC | 10,364 | $245.3K | 0.01% | +128+1.3% | Added |
| HighTower Trust Services, LTA | 10,395 | $239.1K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 9,865 | $233.5K | 0.00% | +9,865 | New |
| Raymond James & Associates | 9,837 | $232.9K | 0.00% | +9,837 | New |
| CarsonAllaria Wealth Management, Ltd. | 9,711 | $230.0K | 0.20% | +50+0.5% | Added |
| Investmark Advisory Group LLC | 9,609 | $227.4K | 0.17% | −542−5.3% | Reduced |
| Centaurus Financial, Inc. | 9,555 | $226.0K | 0.02% | +1,431+17.6% | Added |
| Nikulski Financial, Inc. | 9,526 | $225.5K | 0.11% | −2,145−18.4% | Reduced |
| Stifel Financial Corp | 9,303 | $220.2K | 0.00% | −530−5.4% | Reduced |
| Retirement Group, LLC | 9,097 | $215.0K | 0.10% | +8,706+2,226.6% | Added |
| Advisor OS, LLC | 8,895 | $210.5K | 0.06% | +8,895 | New |
| Amalgamated Bank | 8,788 | $208.0K | 0.00% | +121+1.4% | Added |
| ProShare Advisors LLC | 8,720 | $206.4K | 0.00% | +8,720 | New |
| Stratos Wealth Partners, LTD. | 8,560 | $202.6K | 0.01% | −10,216−54.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 7,283 | $172.4K | 0.10% | −1,600−18.0% | Reduced |
| Van Eck Associates Corp | 7,027 | $166.0K | 0.00% | +3,121+79.9% | Added |
| Harbour Investments, Inc. | 6,898 | $163.3K | 0.01% | −1,395−16.8% | Reduced |
| Allworth Financial LP | 6,417 | $151.9K | 0.00% | +31+0.5% | Added |
| Metropolitan Life Insurance Co | 6,248 | $147.9K | 0.01% | −10−0.2% | Reduced |
| Beacon Capital Management, LLC | 5,915 | $142.1K | 0.05% | −2,290−27.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,371 | $127.1K | 0.00% | −682−11.3% | Reduced |
| Ameritas Investment Partners, Inc. | 5,083 | $124.5K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4,992 | $118.2K | 0.07% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,772 | $113.0K | 0.00% | +10.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,591 | $108.7K | 0.06% | −148−3.1% | Reduced |
| Gradient Investments LLC | 4,212 | $99.7K | 0.00% | −752−15.1% | Reduced |
| Belpointe Asset Management LLC | 4,149 | $98.2K | 0.01% | −785−15.9% | Reduced |
| Private Trust Co NA | 3,849 | $91.0K | 0.01% | +3,849 | New |
| Money Concepts Capital Corp | 3,633 | $86.0K | 0.00% | −213−5.5% | Reduced |
| State of Wyoming | 3,606 | $85.4K | 0.03% | −1,806−33.4% | Reduced |
| Marquette Asset Management, LLC | 3,435 | $81.3K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,084 | $73.0K | 0.02% | +178+6.1% | Added |
| RWM Asset Management, LLC | 2,781 | $65.8K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,432 | $58.0K | 0.00% | +434+21.7% | Added |
| Fifth Third Bancorp | 2,416 | $57.2K | 0.00% | +2,416 | New |
| CoreCap Advisors, LLC | 2,349 | $55.6K | 0.00% | +2,349 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,285 | $54.1K | 0.00% | −714−23.8% | Reduced |
| Retirement Guys Formula LLC | 42,442 | $47.0K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,165 | $46.0K | 0.00% | −1,202−35.7% | Reduced |
| Armstrong Advisory Group, Inc | 1,707 | $40.4K | 0.01% | +1,707 | New |
| Global Retirement Partners, LLC | 1,648 | $39.0K | 0.00% | +900+120.3% | Added |
| Tradition Wealth Management, LLC | 1,657 | $39.0K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,653 | $38.6K | 0.01% | +1,653 | New |
| WR Wealth Planners, LLC | 1,632 | $38.6K | 0.02% | +1,632 | New |
| Creative Financial Designs Inc | 1,586 | $37.5K | 0.01% | +6+0.4% | Added |
| Tyler-Stone Wealth Management | 1,544 | $37.0K | 0.03% | +10+0.7% | Added |
| Atwood & Palmer Inc | 1,476 | $34.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,371 | $32.5K | 0.00% | −306−18.2% | Reduced |
| GWM Advisors LLC | 5,912 | $32.2K | 0.00% | +5,912 | New |
| Tower Research Capital LLC (TRC) | 1,379 | $32.0K | 0.00% | −4,821−77.8% | Reduced |
| Parallel Advisors, LLC | 1,334 | $31.6K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,244 | $29.0K | 0.00% | −256−17.1% | Reduced |
| 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 |
| Plante Moran Financial Advisors, LLC | 1,176 | $27.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,159 | $27.0K | 0.00% | +309+36.4% | Added |
| Retirement Financial Solutions, LLC | 1,130 | $26.7K | 0.02% | +1,130 | New |
| Winch Advisory Services, LLC | 1,031 | $24.0K | 0.01% | +9+0.9% | Added |
| Emfo, LLC | 1,000 | $23.7K | 0.02% | 00.0% | Unchanged |