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, Q4 2023
Institutional positions in InvenTrust Properties Corp. as of Dec 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
- 273
- +17 vs. Q3 2023
- Shares held
- 41.9M
- +1.84M (+4.6%) vs. Q3 2023
- Total value
- $1.06B
- +$106.9M (+11.2%) vs. Q3 2023
- New holders
- 46
- 76 more added
- Sold out
- 29
- 91 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −2−40.0% | Reduced |
| Fifth Third Bancorp | 36 | $912 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 54 | $1.37K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 73 | $1.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 75 | $1.90K | 0.00% | +19+33.9% | Added |
| Group One Trading, L.P. | 75 | $1.90K | 0.00% | +75 | New |
| NBC Securities, Inc. | 116 | $2.00K | 0.00% | −123−51.5% | Reduced |
| Ancora Advisors, LLC | 94 | $2.38K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 100 | $2.53K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 146 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 130 | $3.29K | 0.00% | −130−50.0% | Reduced |
| Salomon & Ludwin, LLC | 152 | $3.62K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 145 | $3.67K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 146 | $3.70K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 155 | $3.92K | 0.00% | +2+1.3% | Added |
| Asset Dedication, LLC | 162 | $4.00K | 0.00% | −100−38.2% | Reduced |
| Fortitude Family Office, LLC | 162 | $4.11K | 0.00% | +162 | New |
| NVWM, LLC | 181 | $4.63K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 188 | $4.76K | 0.00% | +188 | New |
| EdgeRock Capital LLC | 205 | $5.12K | 0.00% | +205 | New |
| MV Capital Management, Inc. | 233 | $5.91K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 249 | $6.31K | 0.00% | +249 | New |
| Dunhill Financial, LLC | 252 | $6.39K | 0.01% | +252 | New |
| Salem Investment Counselors Inc | 257 | $6.57K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 269 | $6.82K | 0.00% | +269 | New |
| Richard W. Paul & Associates, LLC | 285 | $7.22K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 287 | $7.27K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 293 | $7.42K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 295 | $7.47K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 304 | $7.70K | 0.02% | +304 | New |
| Nemes Rush Group LLC | 311 | $7.88K | 0.00% | +311 | New |
| ORG Partners LLC | 333 | $8.44K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 353 | $8.84K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 355 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 376 | $9.53K | 0.00% | +376 | New |
| Robinswood Financial LLC | 385 | $9.76K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 385 | $9.76K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 408 | $10.3K | 0.01% | +408 | New |
| SYSTM Wealth Solutions LLC | 441 | $11.3K | 0.00% | +441 | New |
| Migdal Insurance & Financial Holdings Ltd. | 515 | $13.0K | 0.00% | −317−38.1% | Reduced |
| Signaturefd, LLC | 553 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 591 | $15.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 616 | $15.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 622 | $15.8K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 675 | $17.1K | 0.02% | +675 | New |
| Cherry Tree Wealth Management, LLC | 754 | $19.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 764 | $19.4K | 0.00% | +380+99.0% | Added |
| Main Street Group, LTD | 770 | $19.5K | 0.01% | +770 | New |
| Bear Mountain Capital, Inc. | 809 | $20.3K | 0.01% | +809 | New |
| Creekmur Asset Management LLC | 808 | $20.5K | 0.01% | +808 | New |
| Spire Wealth Management | 824 | $20.7K | 0.00% | −257−23.8% | Reduced |
| Ronald Blue Trust, Inc. | 873 | $21.0K | 0.00% | −605−40.9% | Reduced |
| Creative Financial Designs Inc | 851 | $21.6K | 0.00% | +2+0.2% | Added |
| The PNC Financial Services Group, Inc. | 894 | $22.7K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 958 | $24.3K | 0.00% | −437−31.3% | Reduced |
| Emfo, LLC | 1,000 | $25.3K | 0.02% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1,018 | $25.8K | 0.02% | +1,018 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,030 | $26.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,067 | $27.0K | 0.01% | +9+0.9% | Added |
| Principal Securities, Inc. | 1,115 | $28.3K | 0.00% | +1,115 | New |
| Global Retirement Partners, LLC | 1,148 | $28.8K | 0.00% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 28,887 | $28.9K | 0.03% | +28,887 | New |
| Plante Moran Financial Advisors, LLC | 1,176 | $29.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,248 | $31.6K | 0.00% | +63+5.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,330 | $33.7K | 0.01% | +1,330 | New |
| Newbridge Financial Services Group, Inc. | 1,382 | $35.0K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,476 | $37.4K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,489 | $37.7K | 0.02% | +9+0.6% | Added |
| US Bancorp | 1,634 | $41.4K | 0.00% | +31+1.9% | Added |
| EverSource Wealth Advisors, LLC | 1,730 | $43.8K | 0.00% | +271+18.6% | Added |
| Parallel Advisors, LLC | 1,813 | $45.9K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,067 | $52.4K | 0.00% | +2,067 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,285 | $57.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,292 | $58.0K | 0.00% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 35,619 | $58.4K | 0.03% | 00.0% | Unchanged |
| FMR LLC | 2,436 | $61.7K | 0.00% | +540+28.5% | Added |
| Advisory Services Network, LLC | 2,450 | $62.1K | 0.00% | +2,450 | New |
| Oliver Lagore Vanvalin Investment Group | 2,656 | $67.3K | 0.03% | −1,674−38.7% | Reduced |
| Private Trust Co NA | 2,657 | $67.3K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,084 | $78.1K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,258 | $82.6K | 0.00% | −922−22.1% | Reduced |
| Tradition Wealth Management, LLC | 3,422 | $87.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3,983 | $94.9K | 0.03% | −800−16.7% | Reduced |
| GWM Advisors LLC | 4,676 | $118.5K | 0.00% | +811+21.0% | Added |
| Global Financial Private Client, LLC | 4,992 | $126.5K | 0.06% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,211 | $132.0K | 0.01% | −1,727−24.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,231 | $132.5K | 0.00% | −2,063−28.3% | Reduced |
| Amalgamated Bank | 5,960 | $151.0K | 0.00% | −690−10.4% | Reduced |
| IFP Advisors, Inc | 5,973 | $151.4K | 0.01% | −694−10.4% | Reduced |
| Metropolitan Life Insurance Co | 6,228 | $157.8K | 0.01% | −6−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 6,760 | $171.3K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 7,721 | $196.0K | 0.16% | +701+10.0% | Added |
| Allworth Financial LP | 8,103 | $205.3K | 0.00% | +604+8.1% | Added |
| Madden Advisory Services, Inc. | 8,173 | $207.1K | 0.12% | +8,173 | New |
| Advisor OS, LLC | 8,610 | $218.2K | 0.03% | −285−3.2% | Reduced |
| Landscape Capital Management, L.L.C. | 8,620 | $218.4K | 0.02% | +8,620 | New |
| Utah Retirement Systems | 8,650 | $219.2K | 0.00% | +8,650 | New |
| Raymond James & Associates | 8,651 | $219.2K | 0.00% | −4,189−32.6% | Reduced |
| Park Avenue Securities LLC | 8,670 | $220.0K | 0.00% | −61−0.7% | Reduced |