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, Q2 2023
Institutional positions in InvenTrust Properties Corp. as of Jun 30, 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
- 243
- +12 vs. Q1 2023
- Shares held
- 39.0M
- +679.8K (+1.8%) vs. Q1 2023
- Total value
- $891.7M
- −$3.58M (−0.4%) vs. Q1 2023
- New holders
- 30
- 80 more added
- Sold out
- 18
- 86 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | +4+80.0% | Added |
| Fifth Third Bancorp | 36 | $833 | 0.00% | −1,107−96.9% | Reduced |
| Castleview Partners, LLC | 54 | $1.25K | 0.00% | +54 | New |
| Bell Investment Advisors, Inc | 56 | $1.30K | 0.00% | +26+86.7% | Added |
| Centerpoint Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 94 | $2.17K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 96 | $2.22K | 0.00% | +96 | New |
| Beacon Capital Management, Inc. | 100 | $2.31K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 146 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 145 | $3.35K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 152 | $3.52K | 0.00% | +1+0.7% | Added |
| NVWM, LLC | 181 | $4.19K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 190 | $4.40K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 233 | $5.39K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 240 | $5.55K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 262 | $6.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 257 | $6.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 260 | $6.02K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 285 | $6.59K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 287 | $6.64K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 295 | $6.83K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 322 | $7.45K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 333 | $7.86K | 0.00% | +333 | New |
| VitalStone Financial, LLC | 320 | $8.00K | 0.00% | +151+89.3% | Added |
| RFP Financial Group LLC | 355 | $8.21K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 384 | $8.89K | 0.00% | −26−6.3% | Reduced |
| Robinswood Financial LLC | 385 | $8.91K | 0.00% | +385 | New |
| GPS Wealth Strategies Group, LLC | 385 | $8.91K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 420 | $9.71K | 0.01% | +4+1.0% | Added |
| Allianz Asset Management GmbH | 485,923 | $11.2K | 0.00% | +132,404+37.5% | Added |
| Signaturefd, LLC | 509 | $11.8K | 0.00% | −28−5.2% | Reduced |
| Public Employees Retirement System of Ohio | 506 | $12.0K | 0.00% | +265+110.0% | Added |
| BDO Wealth Advisors, LLC | 583 | $13.5K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 591 | $13.7K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 616 | $14.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 622 | $14.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 656 | $15.2K | 0.00% | +499+317.8% | Added |
| HHM Wealth Advisors, LLC | 701 | $16.2K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 754 | $17.4K | 0.01% | +754 | New |
| Spire Wealth Management | 824 | $19.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 847 | $19.6K | 0.00% | −745−46.8% | Reduced |
| US Bancorp | 877 | $20.3K | 0.00% | −84−8.7% | Reduced |
| Emfo, LLC | 1,000 | $23.1K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,049 | $24.0K | 0.01% | +10+1.0% | Added |
| Plante Moran Financial Advisors, LLC | 1,176 | $27.2K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,198 | $28.0K | 0.00% | −1,192−49.9% | Reduced |
| WealthPLAN Partners, LLC | 1,232 | $28.5K | 0.00% | −878−41.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,274 | $30.0K | 0.00% | −329−20.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,364 | $31.6K | 0.00% | −304−18.2% | Reduced |
| GWM Advisors LLC | 1,381 | $32.0K | 0.00% | −442−24.2% | Reduced |
| Hantz Financial Services, Inc. | 1,366 | $32.0K | 0.00% | −318−18.9% | Reduced |
| Marquette Asset Management, LLC | 1,395 | $32.3K | 0.01% | −2,040−59.4% | Reduced |
| Atwood & Palmer Inc | 1,476 | $34.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,500 | $34.7K | 0.00% | +223+17.5% | Added |
| FMR LLC | 1,543 | $35.7K | 0.00% | +512+49.7% | Added |
| Tyler-Stone Wealth Management | 1,564 | $36.0K | 0.02% | +1,564 | New |
| Global Retirement Partners, LLC | 1,630 | $37.7K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,707 | $39.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,813 | $42.0K | 0.00% | +479+35.9% | Added |
| Newbridge Financial Services Group, Inc. | 2,107 | $48.8K | 0.02% | −5,176−71.1% | Reduced |
| Buck Wealth Strategies, LLC | 2,135 | $49.4K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,285 | $52.9K | 0.00% | −325−12.5% | Reduced |
| Retirement Guys Formula LLC | 50,522 | $59.8K | 0.03% | +7,358+17.0% | Added |
| Tradition Wealth Management, LLC | 2,704 | $63.0K | 0.01% | +1,047+63.2% | Added |
| Private Trust Co NA | 3,006 | $69.6K | 0.01% | +99+3.4% | Added |
| McIlrath & Eck, LLC | 3,084 | $71.4K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,310 | $76.6K | 0.00% | −24,904−88.3% | Reduced |
| The PNC Financial Services Group, Inc. | 4,022 | $93.1K | 0.00% | +9+0.2% | Added |
| Russell Investments Group, Ltd. | 4,078 | $94.4K | 0.00% | +1,293+46.4% | Added |
| Gradient Investments LLC | 4,180 | $96.7K | 0.00% | −70−1.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,326 | $100.1K | 0.04% | −269−5.9% | Reduced |
| Beacon Capital Management, LLC | 4,783 | $109.0K | 0.03% | −1,132−19.1% | Reduced |
| Global Financial Private Client, LLC | 4,992 | $117.9K | 0.06% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,310 | $122.9K | 0.01% | +5,310 | New |
| Northwestern Mutual Wealth Management Co | 5,385 | $124.6K | 0.00% | +7+0.1% | Added |
| Ameritas Investment Partners, Inc. | 5,618 | $130.0K | 0.00% | +535+10.5% | Added |
| Metropolitan Life Insurance Co | 5,947 | $137.6K | 0.01% | −17−0.3% | Reduced |
| Amalgamated Bank | 6,650 | $154.0K | 0.00% | −513−7.2% | Reduced |
| Allworth Financial LP | 6,842 | $158.3K | 0.00% | −31−0.5% | Reduced |
| Centaurus Financial, Inc. | 7,004 | $162.0K | 0.01% | −927−11.7% | Reduced |
| Van Eck Associates Corp | 7,632 | $177.0K | 0.00% | +221+3.0% | Added |
| IFP Advisors, Inc | 6,814 | $196.9K | 0.01% | −728−9.7% | Reduced |
| ProShare Advisors LLC | 8,848 | $204.7K | 0.00% | +8,848 | New |
| Advisor OS, LLC | 8,895 | $205.8K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 9,018 | $208.7K | 0.01% | +9,018 | New |
| Investmark Advisory Group LLC | 9,065 | $209.8K | 0.14% | −1,070−10.6% | Reduced |
| Retirement Group, LLC | 9,097 | $210.5K | 0.09% | −5,324−36.9% | Reduced |
| CX Institutional | 9,151 | $211.8K | 0.01% | +9,151 | New |
| Jane Street Group, LLC | 9,293 | $215.0K | 0.00% | +9,293 | New |
| Executive Wealth Management, LLC | 9,303 | $215.3K | 0.02% | −98,826−91.4% | Reduced |
| Arkadios Wealth Advisors | 9,528 | $220.5K | 0.03% | −633−6.2% | Reduced |
| Citadel Advisors LLC | 9,627 | $222.8K | 0.00% | +9,159+1,957.1% | Added |
| Pictet & Cie (Europe) SA | 9,629 | $222.8K | 0.01% | +9,629 | New |
| CarsonAllaria Wealth Management, Ltd. | 9,714 | $224.8K | 0.18% | +54+0.6% | Added |
| MML Investors Services, LLC | 10,135 | $235.0K | 0.00% | +10,135 | New |
| Smallwood Wealth Investment Management, LLC | 10,235 | $236.8K | 0.21% | −771−7.0% | Reduced |
| Summit Global Investments | 10,300 | $238.0K | 0.02% | +10,300 | New |
| Fox Run Management, L.L.C. | 10,396 | $240.6K | 0.07% | +10,396 | New |
| SkyOak Wealth, LLC | 10,642 | $246.3K | 0.07% | −3,421−24.3% | Reduced |
| Harbour Investments, Inc. | 11,047 | $255.6K | 0.01% | +4,303+63.8% | Added |