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 |
|---|---|---|---|---|---|
| Emfo, LLC | 1,000 | $23.1K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 877 | $20.3K | 0.00% | −84−8.7% | Reduced |
| Creative Financial Designs Inc | 847 | $19.6K | 0.00% | −745−46.8% | Reduced |
| Spire Wealth Management | 824 | $19.1K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 754 | $17.4K | 0.01% | +754 | New |
| HHM Wealth Advisors, LLC | 701 | $16.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 656 | $15.2K | 0.00% | +499+317.8% | Added |
| Steward Partners Investment Advisory, LLC | 622 | $14.4K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 616 | $14.3K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 591 | $13.7K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 583 | $13.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 506 | $12.0K | 0.00% | +265+110.0% | Added |
| Signaturefd, LLC | 509 | $11.8K | 0.00% | −28−5.2% | Reduced |
| Allianz Asset Management GmbH | 485,923 | $11.2K | 0.00% | +132,404+37.5% | Added |
| Highline Wealth Partners LLC | 420 | $9.71K | 0.01% | +4+1.0% | Added |
| GPS Wealth Strategies Group, LLC | 385 | $8.91K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 385 | $8.91K | 0.00% | +385 | New |
| MCF Advisors LLC | 384 | $8.89K | 0.00% | −26−6.3% | Reduced |
| RFP Financial Group LLC | 355 | $8.21K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 320 | $8.00K | 0.00% | +151+89.3% | Added |
| ORG Partners LLC | 333 | $7.86K | 0.00% | +333 | New |
| Washington Trust Advisors, Inc. | 322 | $7.45K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 295 | $6.83K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 287 | $6.64K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 285 | $6.59K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 260 | $6.02K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 257 | $6.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 262 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 240 | $5.55K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 233 | $5.39K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 190 | $4.40K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 181 | $4.19K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 152 | $3.52K | 0.00% | +1+0.7% | Added |
| Tucker Asset Management LLC | 145 | $3.35K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 146 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 100 | $2.31K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 96 | $2.22K | 0.00% | +96 | New |
| Ancora Advisors, LLC | 94 | $2.17K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $1.30K | 0.00% | +26+86.7% | Added |
| Castleview Partners, LLC | 54 | $1.25K | 0.00% | +54 | New |
| Fifth Third Bancorp | 36 | $833 | 0.00% | −1,107−96.9% | Reduced |
| Covestor Ltd | 9 | $0 | 0.00% | +4+80.0% | Added |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −294,536−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −290,853−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −56,868−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −23,636−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,202−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −14,222−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −14,264−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Nikulski Financial, Inc. | 0 | $0 | 0.00% | −8,876−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −3,771−100.0% | Sold out |
| Trust Co | 0 | $0 | 0.00% | −1,031−100.0% | Sold out |
| Carderock Capital Management Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −223−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| HighTower Trust Services, LTA | – | – | – | – | Not filed |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |