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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 537 | $12.6K | 0.00% | −124−18.8% | Reduced |
| Citadel Advisors LLC | 468 | $11.0K | 0.00% | −77,814−99.4% | Reduced |
| Highline Wealth Partners LLC | 416 | $9.73K | 0.01% | +3+0.7% | Added |
| MCF Advisors LLC | 410 | $9.59K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 385 | $9.01K | 0.00% | +385 | New |
| RFP Financial Group LLC | 355 | $8.31K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 322 | $7.54K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 295 | $6.90K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 287 | $6.72K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 285 | $6.67K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 260 | $6.08K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 257 | $6.07K | 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 |
| TCI Wealth Advisors, Inc. | 250 | $5.85K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 240 | $5.62K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 233 | $5.45K | 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 |
| Stonebridge Capital Advisors LLC | 200 | $4.68K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 190 | $4.45K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 181 | $4.27K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 157 | $3.67K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 151 | $3.52K | 0.00% | +2+1.3% | Added |
| Tucker Asset Management LLC | 145 | $3.39K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 141 | $3.30K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 146 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 100 | $2.34K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 94 | $2.20K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $702 | 0.00% | −22−42.3% | Reduced |
| Quadrant Capital Group LLC | 24 | $562 | 0.00% | −50−67.6% | Reduced |
| Baker Avenue Asset Management, LP | 18 | $421 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −65,985−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −42,199−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −36,628−100.0% | Sold out |
| Warwick Investment Management, Inc. | 0 | $0 | 0.00% | −33,600−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −15,990−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −14,057−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −12,557−100.0% | Sold out |
| Johnson Financial Group, LLC | 0 | $0 | 0.00% | −11,984−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −10,364−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −9,865−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −9,303−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −8,720−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −8,560−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −3,633−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,606−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −2,781−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −1,653−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −1,632−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −1,217−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −1,217−100.0% | Sold out |
| Retirement Financial Solutions, LLC | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |
| Affiance Financial, LLC | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Tyler-Stone Wealth Management | – | – | – | – | Not filed |
| Burleson & Company, LLC | – | – | – | – | Not filed |
| Semmax Financial Advisors Inc. | – | – | – | – | Not filed |