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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
Voya Investment Management LLC27,820$705.0K0.00%+350+1.3%Added
State of Wisconsin Investment Board27,211$689.0K0.00%−4,508−14.2%Reduced
Shira Ridge Wealth Management25,614$649.1K0.39%00.0%Unchanged
Allstate Corp24,848$629.6K0.04%−37,441−60.1%Reduced
Lincoln National Corp24,533$621.7K0.01%−1,273−4.9%Reduced
New York State Common Retirement Fund24,400$618.3K0.00%−3,958−14.0%Reduced
Y-Intercept (Hong Kong) Ltd23,362$592.0K0.06%+23,362New
Independent Financial Group, LLC22,702$575.3K0.03%+484+2.2%Added
State Board of Administration of Florida Retirement System22,580$571.7K0.00%00.0%Unchanged
Prospera Financial Services Inc22,126$560.7K0.02%−1,178−5.1%Reduced
Nisa Investment Advisors, LLC22,034$558.3K0.00%−2,525−10.3%Reduced
Daiwa Securities Group Inc.20,590$522.0K0.00%−997−4.6%Reduced
Cetera Advisors LLC20,496$519.4K0.01%−1,179−5.4%Reduced
American Century Companies Inc19,570$495.9K0.00%+4,572+30.5%Added
UniSuper Management Pty Ltd19,400$491.6K0.01%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC19,364$490.7K0.00%−8,543−30.6%Reduced
Cedar Brook Financial Partners, LLC19,236$486.3K0.11%−1,936−9.1%Reduced
Arizona State Retirement System18,878$478.4K0.00%−343−1.8%Reduced
Prelude Capital Management, LLC18,751$475.1K0.04%+7,228+62.7%Added
Harvest Investment Services, LLC18,255$462.6K0.21%−291−1.6%Reduced
Jump Financial, LLC18,156$460.1K0.01%+18,156New
Susquehanna Portfolio Strategies, LLC18,122$459.2K0.01%+18,122New
Pictet Asset Management Holding SA17,981$455.6K0.00%+500+2.9%Added
Mariner, LLC17,680$448.0K0.00%−2,346−11.7%Reduced
Captrust Financial Advisors17,291$438.2K0.00%+478+2.8%Added
DekaBank Deutsche Girozentrale16,310$420.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.16,432$416.4K0.02%−531−3.1%Reduced
Gallacher Capital Management LLC15,824$401.0K0.22%+33+0.2%Added
Handelsbanken Fonder AB15,700$398.0K0.00%+15,700New
Warren Averett Asset Management, LLC15,314$388.1K0.01%+50.0%Added
Private Advisor Group, LLC15,302$387.8K0.00%−178−1.1%Reduced
Quantbot Technologies LP15,195$385.0K0.02%+9,460+165.0%Added
Bank of Montreal14,555$375.1K0.00%+14,555New
Harbour Investments, Inc.14,659$371.5K0.02%+245+1.7%Added
Perigon Wealth Management, LLC14,213$360.1K0.01%−950−6.3%Reduced
Dakota Wealth Management14,029$355.5K0.01%+14,029New
STRS Ohio13,900$352.0K0.00%−500−3.5%Reduced
Proequities, Inc.13,599$347.5K0.02%+964+7.6%Added
Quadrature Capital Ltd13,277$336.6K0.01%+13,277New
Retirement Group, LLC13,033$330.3K0.13%+3,469+36.3%Added
Apollon Wealth Management, LLC12,983$329.0K0.01%+260+2.0%Added
Cerity Partners LLC12,886$326.5K0.00%+12,886New
Cambria Investment Management, L.P.12,863$325.9K0.02%00.0%Unchanged
Intrua Financial, LLC12,788$324.0K0.05%−1,933−13.1%Reduced
Standard Life Aberdeen plc12,494$316.6K0.00%−1,258−9.1%Reduced
Vident Advisory, LLC12,417$314.6K0.01%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys12,318$312.1K0.00%+12,318New
Teacher Retirement System of Texas12,257$311.0K0.00%−13,836−53.0%Reduced
CWM, LLC12,007$304.0K0.00%−1,004−7.7%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd11,866$300.7K0.00%00.0%Unchanged
Verdence Capital Advisors LLC11,558$292.9K0.03%00.0%Unchanged
ProShare Advisors LLC11,262$285.4K0.00%+2,423+27.4%Added
Integrated Wealth Concepts LLC11,215$284.2K0.00%−1,744−13.5%Reduced
Wealthstar Advisors, LLC11,150$282.5K0.10%−1,697−13.2%Reduced
J.W. Cole Advisors, Inc.11,071$280.5K0.02%+39+0.4%Added
Public Employees Retirement Association of Colorado11,066$280.0K0.00%00.0%Unchanged
Change Path, LLC10,787$273.0K0.02%−190−1.7%Reduced
Walleye Trading LLC10,607$268.8K0.00%+10,607New
Lazari Capital Management, Inc.10,082$255.5K0.15%−4,075−28.8%Reduced
Brookstone Capital Management10,076$255.3K0.00%−892−8.1%Reduced
Arkadios Wealth Advisors9,959$252.4K0.02%+100+1.0%Added
Tennessee Valley Asset Management Partners9,952$252.2K0.07%+9,952New
CarsonAllaria Wealth Management, Ltd.9,778$247.8K0.18%+49+0.5%Added
Pictet & Cie (Europe) SA9,629$244.0K0.01%00.0%Unchanged
Smallwood Wealth Investment Management, LLC9,551$242.0K0.20%−221−2.3%Reduced
SkyOak Wealth, LLC9,542$241.8K0.06%00.0%Unchanged
Van Eck Associates Corp9,529$241.0K0.00%+1,567+19.7%Added
Executive Wealth Management, LLC9,303$235.7K0.02%00.0%Unchanged
Stratos Wealth Partners, LTD.9,216$233.5K0.00%+700+8.2%Added
Victory Capital Management Inc9,071$229.9K0.00%+9,071New
Investmark Advisory Group LLC8,885$225.2K0.13%+10+0.1%Added
Nissay Asset Management Corp8,723$221.0K0.00%+8,723New
Sigma Planning Corp8,684$220.1K0.02%−9,897−53.3%Reduced
Park Avenue Securities LLC8,670$220.0K0.00%−61−0.7%Reduced
Raymond James & Associates8,651$219.2K0.00%−4,189−32.6%Reduced
Utah Retirement Systems8,650$219.2K0.00%+8,650New
Landscape Capital Management, L.L.C.8,620$218.4K0.02%+8,620New
Advisor OS, LLC8,610$218.2K0.03%−285−3.2%Reduced
Madden Advisory Services, Inc.8,173$207.1K0.12%+8,173New
Allworth Financial LP8,103$205.3K0.00%+604+8.1%Added
VitalStone Financial, LLC7,721$196.0K0.16%+701+10.0%Added
Ameritas Investment Partners, Inc.6,760$171.3K0.01%00.0%Unchanged
Metropolitan Life Insurance Co6,228$157.8K0.01%−6−0.1%Reduced
IFP Advisors, Inc5,973$151.4K0.01%−694−10.4%Reduced
Amalgamated Bank5,960$151.0K0.00%−690−10.4%Reduced
Northwestern Mutual Wealth Management Co5,231$132.5K0.00%−2,063−28.3%Reduced
Centaurus Financial, Inc.5,211$132.0K0.01%−1,727−24.9%Reduced
Global Financial Private Client, LLC4,992$126.5K0.06%00.0%Unchanged
GWM Advisors LLC4,676$118.5K0.00%+811+21.0%Added
Beacon Capital Management, LLC3,983$94.9K0.03%−800−16.7%Reduced
Tradition Wealth Management, LLC3,422$87.0K0.01%00.0%Unchanged
Gradient Investments LLC3,258$82.6K0.00%−922−22.1%Reduced
McIlrath & Eck, LLC3,084$78.1K0.01%00.0%Unchanged
Private Trust Co NA2,657$67.3K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group2,656$67.3K0.03%−1,674−38.7%Reduced
Advisory Services Network, LLC2,450$62.1K0.00%+2,450New
FMR LLC2,436$61.7K0.00%+540+28.5%Added
Retirement Guys Formula LLC35,619$58.4K0.03%00.0%Unchanged
Hantz Financial Services, Inc.2,292$58.0K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,285$57.9K0.00%00.0%Unchanged