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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 12,213 | $279.1K | 0.01% | −168−1.4% | Reduced |
| American Century Companies Inc | 12,024 | $281.4K | 0.00% | +1,487+14.1% | Added |
| Integrated Wealth Concepts LLC | 12,244 | $287.0K | 0.01% | −1,072−8.1% | Reduced |
| Standard Life Aberdeen plc | 12,316 | $288.2K | 0.00% | +228+1.9% | Added |
| Intrua Financial, LLC | 13,614 | $296.1K | 0.06% | −156−1.1% | Reduced |
| Wealthstar Advisors, LLC | 12,847 | $300.6K | 0.13% | −796−5.8% | Reduced |
| Proequities, Inc. | 12,731 | $300.6K | 0.02% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 13,026 | $305.0K | 0.00% | +1,181+10.0% | Added |
| World Equity Group, Inc. | 14,264 | $306.7K | 0.05% | +14,264 | New |
| Wealth Enhancement Advisory Services, LLC | 13,500 | $315.9K | 0.00% | +13,500 | New |
| Gallacher Capital Management LLC | 13,692 | $320.4K | 0.19% | +33+0.2% | Added |
| Mercer Global Advisors Inc | 14,222 | $323.0K | 0.00% | −580−3.9% | Reduced |
| SkyOak Wealth, LLC | 14,063 | $329.1K | 0.10% | −1,100−7.3% | Reduced |
| Cambria Investment Management, L.P. | 14,217 | $332.7K | 0.03% | +2,031+16.7% | Added |
| Retirement Group, LLC | 14,421 | $337.0K | 0.15% | +5,324+58.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,634 | $342.0K | 0.00% | +14,634 | New |
| Macquarie Group Ltd | 13,116 | $346.5K | 0.00% | −5,608−30.0% | Reduced |
| Private Advisor Group, LLC | 14,837 | $347.2K | 0.00% | −324−2.1% | Reduced |
| SG Americas Securities, LLC | 14,862 | $348.0K | 0.00% | +1,483+11.1% | Added |
| Raymond James & Associates | 15,057 | $352.3K | 0.00% | +5,220+53.1% | Added |
| DekaBank Deutsche Girozentrale | 16,310 | $371.0K | 0.00% | +2,515+18.2% | Added |
| Mariner, LLC | 15,888 | $372.0K | 0.00% | +3,288+26.1% | Added |
| Perigon Wealth Management, LLC | 16,189 | $378.8K | 0.02% | −83−0.5% | Reduced |
| Squarepoint Ops LLC | 16,202 | $379.1K | 0.00% | −4,690−22.4% | Reduced |
| Captrust Financial Advisors | 16,254 | $380.3K | 0.00% | −130−0.8% | Reduced |
| Brinker Capital Investments, LLC | 17,492 | $409.3K | 0.01% | −58−0.3% | Reduced |
| Orion Portfolio Solutions, LLC | 17,492 | $409.3K | 0.01% | +17,492 | New |
| Geneos Wealth Management Inc. | 18,133 | $424.3K | 0.03% | −1,809−9.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 19,001 | $445.0K | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 19,537 | $457.2K | 0.00% | +511+2.7% | Added |
| Pictet Asset Management SA | 19,560 | $457.7K | 0.00% | −9,917−33.6% | Reduced |
| CWM, LLC | 19,715 | $461.0K | 0.00% | +1,802+10.1% | Added |
| Daiwa Securities Group Inc. | 20,604 | $482.0K | 0.00% | +2,302+12.6% | Added |
| Independent Financial Group, LLC | 20,948 | $490.2K | 0.04% | −451−2.1% | Reduced |
| Sigma Planning Corp | 22,056 | $516.1K | 0.02% | −5,244−19.2% | Reduced |
| Great West Life Assurance Co | 22,160 | $519.0K | 0.00% | +778+3.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,376 | $523.6K | 0.00% | +1,225+5.8% | Added |
| Avidian Wealth Solutions, LLC | 23,636 | $553.1K | 0.03% | −1,838−7.2% | Reduced |
| Nisa Investment Advisors, LLC | 24,074 | $563.0K | 0.00% | +805+3.5% | Added |
| Citigroup Inc | 24,711 | $578.2K | 0.00% | −10,427−29.7% | Reduced |
| Prospera Financial Services Inc | 25,349 | $593.2K | 0.02% | −1,258−4.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 25,445 | $595.4K | 0.01% | −1,561−5.8% | Reduced |
| Shira Ridge Wealth Management | 25,614 | $599.4K | 0.40% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 25,723 | $601.9K | 0.00% | +124+0.5% | Added |
| Voya Investment Management LLC | 25,869 | $605.3K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 27,251 | $637.7K | 0.01% | −5,602−17.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 28,214 | $660.2K | 0.00% | −982−3.4% | Reduced |
| Ameriprise Financial Inc | 27,313 | $670.8K | 0.00% | −59−0.2% | Reduced |
| Calton & Associates, Inc. | 29,835 | $698.1K | 0.32% | +1,373+4.8% | Added |
| Lincoln National Corp | 30,037 | $702.9K | 0.01% | −1,655−5.2% | Reduced |
| Focus Financial Network, Inc. | 30,772 | $726.8K | 0.05% | +610+2.0% | Added |
| SEI Investments Co | 31,639 | $740.4K | 0.00% | +31,639 | New |
| Mirae Asset Global Investments Co., Ltd. | 32,360 | $757.2K | 0.00% | +1,545+5.0% | Added |
| American International Group, Inc. | 32,709 | $765.4K | 0.01% | +651+2.0% | Added |
| Cbre Clarion Securities LLC | 33,215 | $777.2K | 0.01% | +454+1.4% | Added |
| Great Waters Wealth Management | 35,060 | $791.3K | 0.17% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 34,297 | $802.2K | 0.00% | +21,386+165.6% | Added |
| Certified Advisory Corp | 34,677 | $811.4K | 0.14% | −2,490−6.7% | Reduced |
| State of Alaska, Department of Revenue | 35,092 | $820.0K | 0.01% | +1,006+3.0% | Added |
| Creative Planning | 35,579 | $832.5K | 0.00% | −2,027−5.4% | Reduced |
| MetLife Investment Management | 35,853 | $839.0K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 35,980 | $841.9K | 0.00% | −13,604−27.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38,156 | $892.9K | 0.00% | +3,590+10.4% | Added |
| Cedar Brook Financial Partners, LLC | 42,099 | $985.1K | 0.25% | −1,505−3.5% | Reduced |
| Victory Capital Management Inc | 43,169 | $1.01M | 0.00% | +11,839+37.8% | Added |
| Barclays PLC | 43,695 | $1.02M | 0.00% | +18,291+72.0% | Added |
| Teacher Retirement System of Texas | 44,123 | $1.03M | 0.01% | +15,278+53.0% | Added |
| Goodwin Daniel L | 45,968 | $1.08M | 0.54% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 47,690 | $1.12M | 0.02% | −3,718−7.2% | Reduced |
| Atria Wealth Solutions, Inc. | 48,269 | $1.14M | 0.02% | −2,866−5.6% | Reduced |
| Amundi | 50,178 | $1.15M | 0.00% | +4,300+9.4% | Added |
| STRS Ohio | 49,215 | $1.15M | 0.00% | −34,897−41.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 51,353 | $1.20M | 0.00% | −348−0.7% | Reduced |
| Truist Financial Corp | 52,051 | $1.22M | 0.00% | +16,121+44.9% | Added |
| Prudential Financial Inc | 56,415 | $1.32M | 0.00% | +56,415 | New |
| First Trust Advisors LP | 56,710 | $1.33M | 0.00% | +10,377+22.4% | Added |
| Ausdal Financial Partners, Inc. | 56,868 | $1.33M | 0.18% | −3,369−5.6% | Reduced |
| Deutsche Bank AG | 57,122 | $1.34M | 0.00% | +12,841+29.0% | Added |
| Koshinski Asset Management, Inc. | 60,594 | $1.42M | 0.14% | +615+1.0% | Added |
| Prime Capital Investment Advisors, LLC | 64,857 | $1.52M | 0.06% | −2,173−3.2% | Reduced |
| Employees Retirement System of Texas | 65,000 | $1.52M | 0.02% | +65,000 | New |
| Wells Fargo & Company | 67,701 | $1.58M | 0.00% | +1,592+2.4% | Added |
| Cetera Advisor Networks LLC | 69,382 | $1.62M | 0.01% | −1,732−2.4% | Reduced |
| Nomura Asset Management Co Ltd | 71,400 | $1.67M | 0.01% | +2,800+4.1% | Added |
| LDR Capital Management LLC | 72,301 | $1.69M | 1.11% | +441+0.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 75,151 | $1.76M | 0.00% | −142−0.2% | Reduced |
| Bank of America Corp | 79,432 | $1.86M | 0.00% | +31,134+64.5% | Added |
| HighTower Advisors, LLC | 81,531 | $1.91M | 0.00% | −240.0% | Reduced |
| California State Teachers Retirement System | 84,449 | $1.98M | 0.00% | −1,275−1.5% | Reduced |
| Alliancebernstein L.P. | 86,160 | $2.02M | 0.00% | +1,646+1.9% | Added |
| Algert Global LLC | 89,974 | $2.11M | 0.10% | +2,614+3.0% | Added |
| HSBC Holdings PLC | 91,907 | $2.13M | 0.00% | +33,282+56.8% | Added |
| UBS Group AG | 95,419 | $2.23M | 0.00% | +21,034+28.3% | Added |
| State of New Jersey Common Pension Fund D | 96,408 | $2.26M | 0.01% | +7,355+8.3% | Added |
| Asset Management One Co.,Ltd. | 105,975 | $2.48M | 0.01% | +1,120+1.1% | Added |
| Executive Wealth Management, LLC | 108,129 | $2.53M | 0.28% | −28,400−20.8% | Reduced |
| Rhumbline Advisers | 116,569 | $2.73M | 0.00% | +4,351+3.9% | Added |
| LPL Financial LLC | 128,239 | $3.00M | 0.00% | −10,524−7.6% | Reduced |
| Credit Suisse AG | 132,724 | $3.11M | 0.00% | +17,039+14.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 137,360 | $3.21M | 0.02% | −1,178−0.9% | Reduced |