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, Q3 2023
Institutional positions in InvenTrust Properties Corp. as of Sep 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
- 258
- +17 vs. Q2 2023
- Shares held
- 40.1M
- +1.08M (+2.8%) vs. Q2 2023
- Total value
- $954.9M
- +$63.6M (+7.1%) vs. Q2 2023
- New holders
- 33
- 91 more added
- Sold out
- 16
- 75 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | −4−44.4% | Reduced |
| Fifth Third Bancorp | 36 | $857 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 25 | $1.00K | 0.00% | +25 | New |
| Castleview Partners, LLC | 54 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $1.33K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 73 | $1.74K | 0.00% | +73 | New |
| Centerpoint Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 94 | $2.24K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 100 | $2.38K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 146 | $3.00K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 136 | $3.24K | 0.00% | +136 | New |
| Tucker Asset Management LLC | 145 | $3.45K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 146 | $3.48K | 0.00% | −3,932−96.4% | Reduced |
| Salomon & Ludwin, LLC | 152 | $3.62K | 0.00% | +152 | New |
| WFA Asset Management Corp | 153 | $3.65K | 0.00% | +1+0.7% | Added |
| AdvisorNet Financial, Inc | 157 | $3.74K | 0.00% | −499−76.1% | Reduced |
| Carmel Capital Partners, LLC | 164 | $3.90K | 0.00% | +164 | New |
| NVWM, LLC | 181 | $4.35K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 190 | $4.52K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 239 | $5.00K | 0.00% | +239 | New |
| MV Capital Management, Inc. | 233 | $5.55K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 262 | $6.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 257 | $6.17K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 260 | $6.19K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 283 | $6.74K | 0.01% | +283 | New |
| Richard W. Paul & Associates, LLC | 285 | $6.79K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 287 | $6.83K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 293 | $6.98K | 0.00% | −1,414−82.8% | Reduced |
| NewSquare Capital LLC | 295 | $7.02K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 333 | $7.93K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 355 | $8.45K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 353 | $8.59K | 0.00% | +353 | New |
| MCF Advisors LLC | 384 | $9.14K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 385 | $9.17K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 385 | $9.17K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 424 | $10.1K | 0.01% | +4+1.0% | Added |
| Tower Research Capital LLC (TRC) | 429 | $10.2K | 0.00% | −1,071−71.4% | Reduced |
| Signaturefd, LLC | 553 | $13.2K | 0.00% | +44+8.6% | Added |
| Cranbrook Wealth Management, LLC | 591 | $14.1K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 616 | $14.7K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 622 | $14.8K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 754 | $18.0K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 832 | $20.0K | 0.00% | −366−30.6% | Reduced |
| Creative Financial Designs Inc | 849 | $20.2K | 0.00% | +2+0.2% | Added |
| Team Financial Group, LLC | 860 | $20.7K | 0.02% | +860 | New |
| The PNC Financial Services Group, Inc. | 894 | $21.3K | 0.00% | −3,128−77.8% | Reduced |
| Emfo, LLC | 1,000 | $23.8K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,030 | $24.5K | 0.01% | +1,030 | New |
| Winch Advisory Services, LLC | 1,058 | $25.0K | 0.01% | +9+0.9% | Added |
| Spire Wealth Management | 1,081 | $25.7K | 0.00% | +257+31.2% | Added |
| Global Retirement Partners, LLC | 1,148 | $26.7K | 0.00% | −482−29.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,176 | $28.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,185 | $28.2K | 0.00% | +1,185 | New |
| Coppell Advisory Solutions LLC | 1,217 | $28.8K | 0.01% | +1,217 | New |
| Wolverine Asset Management LLC | 1,242 | $29.6K | 0.00% | +1,242 | New |
| Newbridge Financial Services Group, Inc. | 1,382 | $32.9K | 0.02% | −725−34.4% | Reduced |
| Marquette Asset Management, LLC | 1,395 | $33.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,478 | $34.0K | 0.00% | +204+16.0% | Added |
| EverSource Wealth Advisors, LLC | 1,459 | $34.7K | 0.00% | +95+7.0% | Added |
| Tyler-Stone Wealth Management | 1,480 | $35.0K | 0.02% | −84−5.4% | Reduced |
| Atwood & Palmer Inc | 1,476 | $35.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,603 | $38.2K | 0.00% | +726+82.8% | Added |
| Parallel Advisors, LLC | 1,813 | $43.2K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,896 | $45.1K | 0.00% | +353+22.9% | Added |
| Buck Wealth Strategies, LLC | 2,135 | $50.8K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,285 | $54.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,292 | $55.0K | 0.00% | +926+67.8% | Added |
| Retirement Guys Formula LLC | 35,619 | $57.0K | 0.04% | −14,903−29.5% | Reduced |
| Private Trust Co NA | 2,657 | $63.3K | 0.01% | −349−11.6% | Reduced |
| McIlrath & Eck, LLC | 3,084 | $73.4K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,422 | $81.0K | 0.01% | +718+26.6% | Added |
| GWM Advisors LLC | 3,865 | $92.0K | 0.00% | +2,484+179.9% | Added |
| Gradient Investments LLC | 4,180 | $99.5K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 4,330 | $103.1K | 0.04% | +4+0.1% | Added |
| Beacon Capital Management, LLC | 4,783 | $109.0K | 0.03% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4,992 | $116.2K | 0.06% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,735 | $136.6K | 0.01% | +425+8.0% | Added |
| State of Wyoming | 6,161 | $146.7K | 0.03% | +6,161 | New |
| Metropolitan Life Insurance Co | 6,234 | $148.4K | 0.01% | +287+4.8% | Added |
| Amalgamated Bank | 6,650 | $158.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,667 | $158.7K | 0.01% | −147−2.2% | Reduced |
| Ameritas Investment Partners, Inc. | 6,760 | $161.0K | 0.01% | +1,142+20.3% | Added |
| Centaurus Financial, Inc. | 6,938 | $165.0K | 0.01% | −66−0.9% | Reduced |
| VitalStone Financial, LLC | 7,020 | $172.0K | 0.15% | +6,700+2,093.8% | Added |
| Northwestern Mutual Wealth Management Co | 7,294 | $173.7K | 0.00% | +1,909+35.5% | Added |
| Allworth Financial LP | 7,499 | $178.5K | 0.00% | +657+9.6% | Added |
| Van Eck Associates Corp | 7,962 | $190.0K | 0.00% | +330+4.3% | Added |
| Nikulski Financial, Inc. | 8,481 | $201.9K | 0.08% | +8,481 | New |
| Stratos Wealth Partners, LTD. | 8,516 | $202.8K | 0.00% | +8,516 | New |
| Park Avenue Securities LLC | 8,731 | $208.0K | 0.00% | +8,731 | New |
| ProShare Advisors LLC | 8,839 | $210.5K | 0.00% | −9−0.1% | Reduced |
| Investmark Advisory Group LLC | 8,875 | $211.3K | 0.14% | −190−2.1% | Reduced |
| Advisor OS, LLC | 8,895 | $211.8K | 0.03% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 8,986 | $214.0K | 0.05% | +8,986 | New |
| Executive Wealth Management, LLC | 9,303 | $221.5K | 0.02% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 9,542 | $227.2K | 0.07% | −1,100−10.3% | Reduced |
| Retirement Group, LLC | 9,564 | $227.7K | 0.10% | +467+5.1% | Added |
| Pictet & Cie (Europe) SA | 9,629 | $229.3K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 9,729 | $231.7K | 0.19% | +15+0.2% | Added |
| Smallwood Wealth Investment Management, LLC | 9,772 | $232.7K | 0.21% | −463−4.5% | Reduced |