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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 1,478 | $34.0K | 0.00% | +204+16.0% | Added |
| Marquette Asset Management, LLC | 1,395 | $33.2K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,382 | $32.9K | 0.02% | −725−34.4% | Reduced |
| Wolverine Asset Management LLC | 1,242 | $29.6K | 0.00% | +1,242 | New |
| Coppell Advisory Solutions LLC | 1,217 | $28.8K | 0.01% | +1,217 | New |
| Comerica Bank | 1,185 | $28.2K | 0.00% | +1,185 | New |
| Plante Moran Financial Advisors, LLC | 1,176 | $28.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,148 | $26.7K | 0.00% | −482−29.6% | Reduced |
| Spire Wealth Management | 1,081 | $25.7K | 0.00% | +257+31.2% | Added |
| Winch Advisory Services, LLC | 1,058 | $25.0K | 0.01% | +9+0.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,030 | $24.5K | 0.01% | +1,030 | New |
| Emfo, LLC | 1,000 | $23.8K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 894 | $21.3K | 0.00% | −3,128−77.8% | Reduced |
| Team Financial Group, LLC | 860 | $20.7K | 0.02% | +860 | New |
| Creative Financial Designs Inc | 849 | $20.2K | 0.00% | +2+0.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 832 | $20.0K | 0.00% | −366−30.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 754 | $18.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 622 | $14.8K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 616 | $14.7K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 591 | $14.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 553 | $13.2K | 0.00% | +44+8.6% | Added |
| Tower Research Capital LLC (TRC) | 429 | $10.2K | 0.00% | −1,071−71.4% | Reduced |
| Highline Wealth Partners LLC | 424 | $10.1K | 0.01% | +4+1.0% | Added |
| GPS Wealth Strategies Group, LLC | 385 | $9.17K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 385 | $9.17K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 384 | $9.14K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 353 | $8.59K | 0.00% | +353 | New |
| RFP Financial Group LLC | 355 | $8.45K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 333 | $7.93K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 295 | $7.02K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 293 | $6.98K | 0.00% | −1,414−82.8% | Reduced |
| Clearstead Advisors, LLC | 287 | $6.83K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 285 | $6.79K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 283 | $6.74K | 0.01% | +283 | New |
| Blume Capital Management, Inc. | 260 | $6.19K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 257 | $6.17K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 262 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 233 | $5.55K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 239 | $5.00K | 0.00% | +239 | New |
| Cary Street Partner Investment Advisory LLC | 190 | $4.52K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 181 | $4.35K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 164 | $3.90K | 0.00% | +164 | New |
| AdvisorNet Financial, Inc | 157 | $3.74K | 0.00% | −499−76.1% | Reduced |
| WFA Asset Management Corp | 153 | $3.65K | 0.00% | +1+0.7% | Added |
| Salomon & Ludwin, LLC | 152 | $3.62K | 0.00% | +152 | New |
| Russell Investments Group, Ltd. | 146 | $3.48K | 0.00% | −3,932−96.4% | Reduced |
| Tucker Asset Management LLC | 145 | $3.45K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 136 | $3.24K | 0.00% | +136 | New |
| HBC Financial Services, PLLC | 146 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 100 | $2.38K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 94 | $2.24K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 73 | $1.74K | 0.00% | +73 | New |
| Bell Investment Advisors, Inc | 56 | $1.33K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 54 | $1.29K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 25 | $1.00K | 0.00% | +25 | New |
| Fifth Third Bancorp | 36 | $857 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | −4−44.4% | Reduced |
| Man Group plc | 0 | $0 | 0.00% | −47,383−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −46,910−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −26,398−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −16,377−100.0% | Sold out |
| Johnson Financial Group, LLC | 0 | $0 | 0.00% | −11,984−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,396−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −10,135−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −9,151−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −9,018−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −1,232−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −701−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |