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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 20,948 | $490.2K | 0.04% | −451−2.1% | Reduced |
| Daiwa Securities Group Inc. | 20,604 | $482.0K | 0.00% | +2,302+12.6% | Added |
| CWM, LLC | 19,715 | $461.0K | 0.00% | +1,802+10.1% | Added |
| Pictet Asset Management SA | 19,560 | $457.7K | 0.00% | −9,917−33.6% | Reduced |
| Arizona State Retirement System | 19,537 | $457.2K | 0.00% | +511+2.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 19,001 | $445.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 18,133 | $424.3K | 0.03% | −1,809−9.1% | 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 |
| Captrust Financial Advisors | 16,254 | $380.3K | 0.00% | −130−0.8% | Reduced |
| Squarepoint Ops LLC | 16,202 | $379.1K | 0.00% | −4,690−22.4% | Reduced |
| Perigon Wealth Management, LLC | 16,189 | $378.8K | 0.02% | −83−0.5% | Reduced |
| Mariner, LLC | 15,888 | $372.0K | 0.00% | +3,288+26.1% | Added |
| DekaBank Deutsche Girozentrale | 16,310 | $371.0K | 0.00% | +2,515+18.2% | Added |
| Raymond James & Associates | 15,057 | $352.3K | 0.00% | +5,220+53.1% | Added |
| SG Americas Securities, LLC | 14,862 | $348.0K | 0.00% | +1,483+11.1% | Added |
| Private Advisor Group, LLC | 14,837 | $347.2K | 0.00% | −324−2.1% | Reduced |
| Macquarie Group Ltd | 13,116 | $346.5K | 0.00% | −5,608−30.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,634 | $342.0K | 0.00% | +14,634 | New |
| Retirement Group, LLC | 14,421 | $337.0K | 0.15% | +5,324+58.5% | Added |
| Cambria Investment Management, L.P. | 14,217 | $332.7K | 0.03% | +2,031+16.7% | Added |
| SkyOak Wealth, LLC | 14,063 | $329.1K | 0.10% | −1,100−7.3% | Reduced |
| Mercer Global Advisors Inc | 14,222 | $323.0K | 0.00% | −580−3.9% | Reduced |
| Gallacher Capital Management LLC | 13,692 | $320.4K | 0.19% | +33+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,500 | $315.9K | 0.00% | +13,500 | New |
| World Equity Group, Inc. | 14,264 | $306.7K | 0.05% | +14,264 | New |
| Price T Rowe Associates Inc | 13,026 | $305.0K | 0.00% | +1,181+10.0% | Added |
| Proequities, Inc. | 12,731 | $300.6K | 0.02% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 12,847 | $300.6K | 0.13% | −796−5.8% | Reduced |
| Intrua Financial, LLC | 13,614 | $296.1K | 0.06% | −156−1.1% | Reduced |
| Standard Life Aberdeen plc | 12,316 | $288.2K | 0.00% | +228+1.9% | Added |
| Integrated Wealth Concepts LLC | 12,244 | $287.0K | 0.01% | −1,072−8.1% | Reduced |
| American Century Companies Inc | 12,024 | $281.4K | 0.00% | +1,487+14.1% | Added |
| Brookstone Capital Management | 12,213 | $279.1K | 0.01% | −168−1.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,866 | $277.7K | 0.01% | +11,866 | New |
| J.W. Cole Advisors, Inc. | 11,862 | $277.6K | 0.02% | +840+7.6% | Added |
| Change Path, LLC | 11,811 | $276.0K | 0.01% | +72+0.6% | Added |
| Verdence Capital Advisors LLC | 11,558 | $270.5K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 11,066 | $259.0K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 11,006 | $257.5K | 0.24% | −1,104−9.1% | Reduced |
| Two Sigma Advisers, LP | 10,200 | $238.7K | 0.00% | −400−3.8% | Reduced |
| Arkadios Wealth Advisors | 10,161 | $237.8K | 0.03% | −979−8.8% | Reduced |
| Investmark Advisory Group LLC | 10,135 | $237.2K | 0.17% | +526+5.5% | Added |
| Renaissance Technologies LLC | 10,000 | $234.0K | 0.00% | +10,000 | New |
| CarsonAllaria Wealth Management, Ltd. | 9,660 | $226.1K | 0.19% | −51−0.5% | Reduced |
| HighTower Trust Services, LTA | 10,395 | $223.6K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,542 | $218.0K | 0.01% | −3,955−34.4% | Reduced |
| Advisor OS, LLC | 8,895 | $208.1K | 0.05% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 8,876 | $207.7K | 0.09% | −650−6.8% | Reduced |
| Centaurus Financial, Inc. | 7,931 | $186.0K | 0.01% | −1,624−17.0% | Reduced |
| Van Eck Associates Corp | 7,411 | $173.0K | 0.00% | +384+5.5% | Added |
| Newbridge Financial Services Group, Inc. | 7,283 | $170.4K | 0.09% | 00.0% | Unchanged |
| Amalgamated Bank | 7,163 | $168.0K | 0.00% | −1,625−18.5% | Reduced |
| Allworth Financial LP | 6,873 | $160.8K | 0.00% | +456+7.1% | Added |
| Harbour Investments, Inc. | 6,744 | $157.8K | 0.01% | −154−2.2% | Reduced |
| Metropolitan Life Insurance Co | 5,964 | $139.6K | 0.01% | −284−4.5% | Reduced |
| Beacon Capital Management, LLC | 5,915 | $139.2K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,378 | $125.8K | 0.00% | +7+0.1% | Added |
| Ameritas Investment Partners, Inc. | 5,083 | $118.9K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4,992 | $116.8K | 0.06% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 4,595 | $107.5K | 0.05% | +4+0.1% | Added |
| Gradient Investments LLC | 4,250 | $99.5K | 0.00% | +38+0.9% | Added |
| The PNC Financial Services Group, Inc. | 4,013 | $93.9K | 0.00% | −759−15.9% | Reduced |
| Belpointe Asset Management LLC | 3,771 | $88.2K | 0.00% | −378−9.1% | Reduced |
| Marquette Asset Management, LLC | 3,435 | $80.4K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,084 | $72.2K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 2,907 | $68.0K | 0.01% | −942−24.5% | Reduced |
| Russell Investments Group, Ltd. | 2,785 | $65.2K | 0.00% | −13,956−83.4% | Reduced |
| Retirement Guys Formula LLC | 43,164 | $63.8K | 0.05% | +722+1.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,610 | $61.1K | 0.00% | +325+14.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,390 | $54.0K | 0.00% | +1,146+92.1% | Added |
| Buck Wealth Strategies, LLC | 2,135 | $50.0K | 0.02% | +2,135 | New |
| WealthPLAN Partners, LLC | 2,110 | $49.4K | 0.01% | +2,110 | New |
| GWM Advisors LLC | 1,823 | $42.7K | 0.00% | −4,089−69.2% | Reduced |
| Armstrong Advisory Group, Inc | 1,707 | $39.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,668 | $39.0K | 0.00% | +1,000+149.7% | Added |
| 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 |
| Ronald Blue Trust, Inc. | 1,603 | $38.0K | 0.00% | −562−26.0% | Reduced |
| Creative Financial Designs Inc | 1,592 | $37.3K | 0.00% | +6+0.4% | Added |
| Global Retirement Partners, LLC | 1,630 | $36.5K | 0.00% | −18−1.1% | Reduced |
| Atwood & Palmer Inc | 1,476 | $34.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,334 | $31.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,277 | $30.0K | 0.00% | −102−7.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,176 | $27.5K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,157 | $27.1K | 0.01% | +1,157 | New |
| Fifth Third Bancorp | 1,143 | $26.7K | 0.00% | −1,273−52.7% | Reduced |
| FMR LLC | 1,031 | $24.1K | 0.00% | +416+67.6% | Added |
| Trust Co | 1,031 | $24.1K | 0.00% | +1,031 | New |
| Winch Advisory Services, LLC | 1,039 | $24.0K | 0.01% | +8+0.8% | Added |
| Emfo, LLC | 1,000 | $23.4K | 0.02% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 1,000 | $23.4K | 0.01% | +1,000 | New |
| US Bancorp | 961 | $22.5K | 0.00% | −410−29.9% | Reduced |
| Spire Wealth Management | 824 | $19.3K | 0.00% | −335−28.9% | Reduced |
| HHM Wealth Advisors, LLC | 701 | $16.4K | 0.00% | +701 | New |
| Householder Group Estate & Retirement Specialist, LLC | 647 | $15.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 622 | $14.6K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 616 | $14.4K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 591 | $13.8K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 583 | $13.6K | 0.00% | 00.0% | Unchanged |