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 |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 2,067 | $52.4K | 0.00% | +2,067 | New |
| Parallel Advisors, LLC | 1,813 | $45.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,730 | $43.8K | 0.00% | +271+18.6% | Added |
| US Bancorp | 1,634 | $41.4K | 0.00% | +31+1.9% | Added |
| Tyler-Stone Wealth Management | 1,489 | $37.7K | 0.02% | +9+0.6% | Added |
| Atwood & Palmer Inc | 1,476 | $37.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,382 | $35.0K | 0.02% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 1,330 | $33.7K | 0.01% | +1,330 | New |
| Comerica Bank | 1,248 | $31.6K | 0.00% | +63+5.3% | Added |
| Plante Moran Financial Advisors, LLC | 1,176 | $29.8K | 0.00% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 28,887 | $28.9K | 0.03% | +28,887 | New |
| Global Retirement Partners, LLC | 1,148 | $28.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,115 | $28.3K | 0.00% | +1,115 | New |
| Winch Advisory Services, LLC | 1,067 | $27.0K | 0.01% | +9+0.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,030 | $26.0K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1,018 | $25.8K | 0.02% | +1,018 | New |
| Emfo, LLC | 1,000 | $25.3K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 958 | $24.3K | 0.00% | −437−31.3% | Reduced |
| The PNC Financial Services Group, Inc. | 894 | $22.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 851 | $21.6K | 0.00% | +2+0.2% | Added |
| Ronald Blue Trust, Inc. | 873 | $21.0K | 0.00% | −605−40.9% | Reduced |
| Spire Wealth Management | 824 | $20.7K | 0.00% | −257−23.8% | Reduced |
| Creekmur Asset Management LLC | 808 | $20.5K | 0.01% | +808 | New |
| Bear Mountain Capital, Inc. | 809 | $20.3K | 0.01% | +809 | New |
| Main Street Group, LTD | 770 | $19.5K | 0.01% | +770 | New |
| MCF Advisors LLC | 764 | $19.4K | 0.00% | +380+99.0% | Added |
| Cherry Tree Wealth Management, LLC | 754 | $19.1K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 675 | $17.1K | 0.02% | +675 | New |
| Steward Partners Investment Advisory, LLC | 622 | $15.8K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 616 | $15.5K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 591 | $15.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 553 | $14.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 515 | $13.0K | 0.00% | −317−38.1% | Reduced |
| SYSTM Wealth Solutions LLC | 441 | $11.3K | 0.00% | +441 | New |
| EntryPoint Capital, LLC | 408 | $10.3K | 0.01% | +408 | New |
| GPS Wealth Strategies Group, LLC | 385 | $9.76K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 385 | $9.76K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 376 | $9.53K | 0.00% | +376 | New |
| RFP Financial Group LLC | 355 | $9.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 353 | $8.84K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 333 | $8.44K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 311 | $7.88K | 0.00% | +311 | New |
| Bare Financial Services, Inc | 304 | $7.70K | 0.02% | +304 | New |
| NewSquare Capital LLC | 295 | $7.47K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 293 | $7.42K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 287 | $7.27K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 285 | $7.22K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 269 | $6.82K | 0.00% | +269 | New |
| Salem Investment Counselors Inc | 257 | $6.57K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 252 | $6.39K | 0.01% | +252 | New |
| Planned Solutions, Inc. | 249 | $6.31K | 0.00% | +249 | New |
| MV Capital Management, Inc. | 233 | $5.91K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 205 | $5.12K | 0.00% | +205 | New |
| Impact Partnership Wealth, LLC | 188 | $4.76K | 0.00% | +188 | New |
| NVWM, LLC | 181 | $4.63K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 162 | $4.11K | 0.00% | +162 | New |
| Asset Dedication, LLC | 162 | $4.00K | 0.00% | −100−38.2% | Reduced |
| WFA Asset Management Corp | 155 | $3.92K | 0.00% | +2+1.3% | Added |
| Russell Investments Group, Ltd. | 146 | $3.70K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 145 | $3.67K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 152 | $3.62K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 130 | $3.29K | 0.00% | −130−50.0% | Reduced |
| HBC Financial Services, PLLC | 146 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 100 | $2.53K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 94 | $2.38K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 116 | $2.00K | 0.00% | −123−51.5% | Reduced |
| 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 |
| Provence Wealth Management Group | 73 | $1.85K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 54 | $1.37K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 36 | $912 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | −2−40.0% | Reduced |
| V3 Capital Management, L.P. | 0 | $0 | 0.00% | −641,134−100.0% | Sold out |
| GSI Capital Advisors LLC | 0 | $0 | 0.00% | −132,241−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −84,000−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −50,770−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −50,399−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −33,215−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −25,531−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −19,163−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −19,001−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −17,477−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −15,398−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −15,398−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −12,469−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −11,474−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −10,986−100.0% | Sold out |
| Private Wealth Strategies, L.L.C. | 0 | $0 | 0.00% | −8,986−100.0% | Sold out |
| Nikulski Financial, Inc. | 0 | $0 | 0.00% | −8,481−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −6,161−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,135−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −1,217−100.0% | Sold out |
| Team Financial Group, LLC | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −424−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −157−100.0% | Sold out |