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, Q1 2023
Institutional positions in InvenTrust Properties Corp. as of Mar 31, 2023. 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
- 234
- −7 vs. Q4 2022
- Shares held
- 38.4M
- +1.95M (+5.3%) vs. Q4 2022
- Total value
- $895.6M
- +$34.1M (+4.0%) vs. Q4 2022
- New holders
- 20
- 80 more added
- Sold out
- 27
- 82 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 18 | $421 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 24 | $562 | 0.00% | −50−67.6% | Reduced |
| Bell Investment Advisors, Inc | 30 | $702 | 0.00% | −22−42.3% | Reduced |
| Centerpoint Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 94 | $2.20K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 100 | $2.34K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 146 | $3.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 141 | $3.30K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 145 | $3.39K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 151 | $3.52K | 0.00% | +2+1.3% | Added |
| AdvisorNet Financial, Inc | 157 | $3.67K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 181 | $4.27K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 190 | $4.45K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 200 | $4.68K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 169 | $5.00K | 0.00% | −151−47.2% | Reduced |
| Simplex Trading, LLC | 223 | $5.00K | 0.00% | +223 | New |
| MV Capital Management, Inc. | 233 | $5.45K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 240 | $5.62K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 250 | $5.85K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 262 | $6.00K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 241 | $6.00K | 0.00% | +241 | New |
| Salem Investment Counselors Inc | 257 | $6.07K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 260 | $6.08K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 285 | $6.67K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 287 | $6.72K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 295 | $6.90K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 322 | $7.54K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 355 | $8.31K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 385 | $9.01K | 0.00% | +385 | New |
| MCF Advisors LLC | 410 | $9.59K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 416 | $9.73K | 0.01% | +3+0.7% | Added |
| Citadel Advisors LLC | 468 | $11.0K | 0.00% | −77,814−99.4% | Reduced |
| Signaturefd, LLC | 537 | $12.6K | 0.00% | −124−18.8% | Reduced |
| BDO Wealth Advisors, LLC | 583 | $13.6K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 591 | $13.8K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 616 | $14.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 622 | $14.6K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 647 | $15.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 701 | $16.4K | 0.00% | +701 | New |
| Spire Wealth Management | 824 | $19.3K | 0.00% | −335−28.9% | Reduced |
| US Bancorp | 961 | $22.5K | 0.00% | −410−29.9% | Reduced |
| Emfo, LLC | 1,000 | $23.4K | 0.02% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 1,000 | $23.4K | 0.01% | +1,000 | New |
| Winch Advisory Services, LLC | 1,039 | $24.0K | 0.01% | +8+0.8% | Added |
| Trust Co | 1,031 | $24.1K | 0.00% | +1,031 | New |
| FMR LLC | 1,031 | $24.1K | 0.00% | +416+67.6% | Added |
| Fifth Third Bancorp | 1,143 | $26.7K | 0.00% | −1,273−52.7% | Reduced |
| Ahrens Investment Partners LLC | 1,157 | $27.1K | 0.01% | +1,157 | New |
| Plante Moran Financial Advisors, LLC | 1,176 | $27.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,277 | $30.0K | 0.00% | −102−7.4% | Reduced |
| Parallel Advisors, LLC | 1,334 | $31.2K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,476 | $34.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,630 | $36.5K | 0.00% | −18−1.1% | Reduced |
| Creative Financial Designs Inc | 1,592 | $37.3K | 0.00% | +6+0.4% | Added |
| Ronald Blue Trust, Inc. | 1,603 | $38.0K | 0.00% | −562−26.0% | Reduced |
| Hantz Financial Services, Inc. | 1,684 | $39.0K | 0.00% | −748−30.8% | Reduced |
| Tradition Wealth Management, LLC | 1,657 | $39.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,668 | $39.0K | 0.00% | +1,000+149.7% | Added |
| Armstrong Advisory Group, Inc | 1,707 | $39.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,823 | $42.7K | 0.00% | −4,089−69.2% | Reduced |
| WealthPLAN Partners, LLC | 2,110 | $49.4K | 0.01% | +2,110 | New |
| Buck Wealth Strategies, LLC | 2,135 | $50.0K | 0.02% | +2,135 | New |
| Migdal Insurance & Financial Holdings Ltd. | 2,390 | $54.0K | 0.00% | +1,146+92.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,610 | $61.1K | 0.00% | +325+14.2% | Added |
| Retirement Guys Formula LLC | 43,164 | $63.8K | 0.05% | +722+1.7% | Added |
| Russell Investments Group, Ltd. | 2,785 | $65.2K | 0.00% | −13,956−83.4% | Reduced |
| Private Trust Co NA | 2,907 | $68.0K | 0.01% | −942−24.5% | Reduced |
| McIlrath & Eck, LLC | 3,084 | $72.2K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3,435 | $80.4K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,771 | $88.2K | 0.00% | −378−9.1% | Reduced |
| The PNC Financial Services Group, Inc. | 4,013 | $93.9K | 0.00% | −759−15.9% | Reduced |
| Gradient Investments LLC | 4,250 | $99.5K | 0.00% | +38+0.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,595 | $107.5K | 0.05% | +4+0.1% | Added |
| Global Financial Private Client, LLC | 4,992 | $116.8K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,083 | $118.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,378 | $125.8K | 0.00% | +7+0.1% | Added |
| Beacon Capital Management, LLC | 5,915 | $139.2K | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,964 | $139.6K | 0.01% | −284−4.5% | Reduced |
| Harbour Investments, Inc. | 6,744 | $157.8K | 0.01% | −154−2.2% | Reduced |
| Allworth Financial LP | 6,873 | $160.8K | 0.00% | +456+7.1% | Added |
| Amalgamated Bank | 7,163 | $168.0K | 0.00% | −1,625−18.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 7,283 | $170.4K | 0.09% | 00.0% | Unchanged |
| Van Eck Associates Corp | 7,411 | $173.0K | 0.00% | +384+5.5% | Added |
| Centaurus Financial, Inc. | 7,931 | $186.0K | 0.01% | −1,624−17.0% | Reduced |
| Nikulski Financial, Inc. | 8,876 | $207.7K | 0.09% | −650−6.8% | Reduced |
| Advisor OS, LLC | 8,895 | $208.1K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,542 | $218.0K | 0.01% | −3,955−34.4% | Reduced |
| HighTower Trust Services, LTA | 10,395 | $223.6K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 9,660 | $226.1K | 0.19% | −51−0.5% | Reduced |
| Renaissance Technologies LLC | 10,000 | $234.0K | 0.00% | +10,000 | New |
| Investmark Advisory Group LLC | 10,135 | $237.2K | 0.17% | +526+5.5% | Added |
| Arkadios Wealth Advisors | 10,161 | $237.8K | 0.03% | −979−8.8% | Reduced |
| Two Sigma Advisers, LP | 10,200 | $238.7K | 0.00% | −400−3.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 11,006 | $257.5K | 0.24% | −1,104−9.1% | Reduced |
| Public Employees Retirement Association of Colorado | 11,066 | $259.0K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 11,558 | $270.5K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 11,811 | $276.0K | 0.01% | +72+0.6% | Added |
| J.W. Cole Advisors, Inc. | 11,862 | $277.6K | 0.02% | +840+7.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,866 | $277.7K | 0.01% | +11,866 | New |