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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.

Institutional holdersQ4 2023: 273 institutions
Q1 2021: 3 institutionsQ2 2021: 5 institutionsQ3 2021: 10 institutionsQ4 2021: 200 institutionsQ1 2022: 214 institutionsQ2 2022: 245 institutionsQ3 2022: 232 institutionsQ4 2022: 245 institutionsQ1 2023: 234 institutionsQ2 2023: 243 institutionsQ3 2023: 258 institutionsQ4 2023: 273 institutionsQ1 2024: 288 institutionsQ2 2024: 280 institutionsQ3 2024: 303 institutionsQ4 2024: 307 institutionsQ1 2025: 301 institutionsQ2 2025: 304 institutionsQ3 2025: 302 institutionsQ4 2025: 300 institutionsQ1 2026: 322 institutionsQ2 2026: 344 institutions
Value heldQ4 2023: $1.06B
Q1 2021: $681.0KQ2 2021: $497.9KQ3 2021: $3.01MQ4 2021: $678.6MQ1 2022: $897.8MQ2 2022: $887.6MQ3 2022: $749.7MQ4 2022: $861.6MQ1 2023: $895.6MQ2 2023: $891.7MQ3 2023: $954.9MQ4 2023: $1.06BQ1 2024: $1.09BQ2 2024: $1.07BQ3 2024: $1.49BQ4 2024: $1.63BQ1 2025: $1.61BQ2 2025: $1.54BQ3 2025: $1.60BQ4 2025: $1.70BQ1 2026: $1.85BQ2 2026: $2.46B
Institutions holding IVT and their total value by quarter
QuarterHoldersValue
Q2 2026344$2.46B
Q1 2026322$1.85B
Q4 2025300$1.70B
Q3 2025302$1.60B
Q2 2025304$1.54B
Q1 2025301$1.61B
Q4 2024307$1.63B
Q3 2024303$1.49B
Q2 2024280$1.07B
Q1 2024288$1.09B
Q4 2023273$1.06B
Q3 2023258$954.9M
Q2 2023243$891.7M
Q1 2023234$895.6M
Q4 2022245$861.6M
Q3 2022232$749.7M
Q2 2022245$887.6M
Q1 2022214$897.8M
Q4 2021200$678.6M
Q3 202110$3.01M
Q2 20215$497.9K
Q1 20213$681.0K

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q3 2023.

Institutions holding IVT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sigma Planning Corp8,684$220.1K0.02%−9,897−53.3%Reduced
Nissay Asset Management Corp8,723$221.0K0.00%+8,723New
Investmark Advisory Group LLC8,885$225.2K0.13%+10+0.1%Added
Victory Capital Management Inc9,071$229.9K0.00%+9,071New
Stratos Wealth Partners, LTD.9,216$233.5K0.00%+700+8.2%Added
Executive Wealth Management, LLC9,303$235.7K0.02%00.0%Unchanged
Van Eck Associates Corp9,529$241.0K0.00%+1,567+19.7%Added
SkyOak Wealth, LLC9,542$241.8K0.06%00.0%Unchanged
Smallwood Wealth Investment Management, LLC9,551$242.0K0.20%−221−2.3%Reduced
Pictet & Cie (Europe) SA9,629$244.0K0.01%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.9,778$247.8K0.18%+49+0.5%Added
Tennessee Valley Asset Management Partners9,952$252.2K0.07%+9,952New
Arkadios Wealth Advisors9,959$252.4K0.02%+100+1.0%Added
Brookstone Capital Management10,076$255.3K0.00%−892−8.1%Reduced
Lazari Capital Management, Inc.10,082$255.5K0.15%−4,075−28.8%Reduced
Walleye Trading LLC10,607$268.8K0.00%+10,607New
Change Path, LLC10,787$273.0K0.02%−190−1.7%Reduced
Public Employees Retirement Association of Colorado11,066$280.0K0.00%00.0%Unchanged
J.W. Cole Advisors, Inc.11,071$280.5K0.02%+39+0.4%Added
Wealthstar Advisors, LLC11,150$282.5K0.10%−1,697−13.2%Reduced
Integrated Wealth Concepts LLC11,215$284.2K0.00%−1,744−13.5%Reduced
ProShare Advisors LLC11,262$285.4K0.00%+2,423+27.4%Added
Verdence Capital Advisors LLC11,558$292.9K0.03%00.0%Unchanged
Sumitomo Mitsui DS Asset Management Company, Ltd11,866$300.7K0.00%00.0%Unchanged
CWM, LLC12,007$304.0K0.00%−1,004−7.7%Reduced
Teacher Retirement System of Texas12,257$311.0K0.00%−13,836−53.0%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys12,318$312.1K0.00%+12,318New
Vident Advisory, LLC12,417$314.6K0.01%00.0%Unchanged
Standard Life Aberdeen plc12,494$316.6K0.00%−1,258−9.1%Reduced
Intrua Financial, LLC12,788$324.0K0.05%−1,933−13.1%Reduced
Cambria Investment Management, L.P.12,863$325.9K0.02%00.0%Unchanged
Cerity Partners LLC12,886$326.5K0.00%+12,886New
Apollon Wealth Management, LLC12,983$329.0K0.01%+260+2.0%Added
Retirement Group, LLC13,033$330.3K0.13%+3,469+36.3%Added
Quadrature Capital Ltd13,277$336.6K0.01%+13,277New
Proequities, Inc.13,599$347.5K0.02%+964+7.6%Added
STRS Ohio13,900$352.0K0.00%−500−3.5%Reduced
Dakota Wealth Management14,029$355.5K0.01%+14,029New
Perigon Wealth Management, LLC14,213$360.1K0.01%−950−6.3%Reduced
Harbour Investments, Inc.14,659$371.5K0.02%+245+1.7%Added
Bank of Montreal14,555$375.1K0.00%+14,555New
Quantbot Technologies LP15,195$385.0K0.02%+9,460+165.0%Added
Private Advisor Group, LLC15,302$387.8K0.00%−178−1.1%Reduced
Warren Averett Asset Management, LLC15,314$388.1K0.01%+50.0%Added
Handelsbanken Fonder AB15,700$398.0K0.00%+15,700New
Gallacher Capital Management LLC15,824$401.0K0.22%+33+0.2%Added
Geneos Wealth Management Inc.16,432$416.4K0.02%−531−3.1%Reduced
DekaBank Deutsche Girozentrale16,310$420.0K0.00%00.0%Unchanged
Captrust Financial Advisors17,291$438.2K0.00%+478+2.8%Added
Mariner, LLC17,680$448.0K0.00%−2,346−11.7%Reduced
Pictet Asset Management Holding SA17,981$455.6K0.00%+500+2.9%Added
Susquehanna Portfolio Strategies, LLC18,122$459.2K0.01%+18,122New
Jump Financial, LLC18,156$460.1K0.01%+18,156New
Harvest Investment Services, LLC18,255$462.6K0.21%−291−1.6%Reduced
Prelude Capital Management, LLC18,751$475.1K0.04%+7,228+62.7%Added
Arizona State Retirement System18,878$478.4K0.00%−343−1.8%Reduced
Cedar Brook Financial Partners, LLC19,236$486.3K0.11%−1,936−9.1%Reduced
Wealth Enhancement Advisory Services, LLC19,364$490.7K0.00%−8,543−30.6%Reduced
UniSuper Management Pty Ltd19,400$491.6K0.01%00.0%Unchanged
American Century Companies Inc19,570$495.9K0.00%+4,572+30.5%Added
Cetera Advisors LLC20,496$519.4K0.01%−1,179−5.4%Reduced
Daiwa Securities Group Inc.20,590$522.0K0.00%−997−4.6%Reduced
Nisa Investment Advisors, LLC22,034$558.3K0.00%−2,525−10.3%Reduced
Prospera Financial Services Inc22,126$560.7K0.02%−1,178−5.1%Reduced
State Board of Administration of Florida Retirement System22,580$571.7K0.00%00.0%Unchanged
Independent Financial Group, LLC22,702$575.3K0.03%+484+2.2%Added
Y-Intercept (Hong Kong) Ltd23,362$592.0K0.06%+23,362New
New York State Common Retirement Fund24,400$618.3K0.00%−3,958−14.0%Reduced
Lincoln National Corp24,533$621.7K0.01%−1,273−4.9%Reduced
Allstate Corp24,848$629.6K0.04%−37,441−60.1%Reduced
Shira Ridge Wealth Management25,614$649.1K0.39%00.0%Unchanged
State of Wisconsin Investment Board27,211$689.0K0.00%−4,508−14.2%Reduced
Voya Investment Management LLC27,820$705.0K0.00%+350+1.3%Added
Macquarie Group Ltd27,830$705.2K0.00%+10,634+61.8%Added
Great West Life Assurance Co28,410$715.0K0.00%00.0%Unchanged
Wolverine Asset Management LLC28,613$725.1K0.01%+27,371+2,203.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)28,905$732.5K0.00%+2,726+10.4%Added
Certified Advisory Corp29,046$736.0K0.11%−3,252−10.1%Reduced
Ameriprise Financial Inc28,023$737.9K0.00%+3,695+15.2%Added
Calton & Associates, Inc.30,611$775.7K0.31%+30,611New
Price T Rowe Associates Inc30,845$782.0K0.00%+15,288+98.3%Added
State of Alaska, Department of Revenue31,960$809.0K0.01%−309−1.0%Reduced
Mirae Asset Global Investments Co., Ltd.32,704$828.7K0.00%+1,446+4.6%Added
Manufacturers Life Insurance Company, The33,155$840.1K0.00%−573−1.7%Reduced
American International Group, Inc.33,817$856.9K0.00%−137−0.4%Reduced
Great Waters Wealth Management34,482$865.5K0.15%−567−1.6%Reduced
Janus Henderson Group PLC34,220$867.5K0.00%−52−0.2%Reduced
Tower Research Capital LLC (TRC)34,322$869.7K0.01%+33,893+7,900.5%Added
SG Americas Securities, LLC36,218$918.0K0.01%+6,679+22.6%Added
Atria Wealth Solutions, Inc.36,423$925.6K0.01%−7,375−16.8%Reduced
MetLife Investment Management36,863$934.1K0.01%00.0%Unchanged
Citigroup Inc39,008$988.5K0.00%−11,061−22.1%Reduced
Cetera Advisor Networks LLC39,957$1.01M0.01%−17,869−30.9%Reduced
Quest Partners LLC40,023$1.01M0.22%+40,023New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.41,301$1.04M0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.40,957$1.04M0.00%−1,481−3.5%Reduced
Creative Planning41,178$1.04M0.00%+268+0.7%Added
Susquehanna International Group, LLP41,413$1.05M0.00%−12,018−22.5%Reduced
Voloridge Investment Management, LLC42,337$1.07M0.00%+12,358+41.2%Added
Amundi43,241$1.09M0.00%−6,937−13.8%Reduced