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, Q1 2024
Institutional positions in InvenTrust Properties Corp. as of Mar 31, 2024. 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
- 288
- +16 vs. Q4 2023
- Shares held
- 42.3M
- +411.6K (+1.0%) vs. Q4 2023
- Total value
- $1.09B
- +$26.6M (+2.5%) vs. Q4 2023
- New holders
- 47
- 75 more added
- Sold out
- 31
- 109 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $26 | 0.00% | +1 | New |
| Rothschild Investment LLC | 10 | $257 | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 56 | $1.44K | 0.00% | −19−25.3% | Reduced |
| Castleview Partners, LLC | 56 | $1.44K | 0.00% | +2+3.7% | Added |
| Group One Trading, L.P. | 75 | $1.93K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 116 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 94 | $2.42K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 100 | $2.57K | 0.00% | +100 | New |
| Centerpoint Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 117 | $3.01K | 0.00% | +117 | New |
| Valued Wealth Advisors LLC | 125 | $3.24K | 0.00% | +125 | New |
| Blume Capital Management, Inc. | 130 | $3.34K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 145 | $3.65K | 0.00% | +145 | New |
| Tucker Asset Management LLC | 145 | $3.73K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 152 | $3.91K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 162 | $4.00K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 156 | $4.01K | 0.00% | +1+0.6% | Added |
| NVWM, LLC | 181 | $4.69K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 186 | $4.79K | 0.00% | −584−75.8% | Reduced |
| Fortitude Family Office, LLC | 199 | $5.12K | 0.00% | +37+22.8% | Added |
| Sittner & Nelson, LLC | 203 | $5.22K | 0.00% | +203 | New |
| MV Capital Management, Inc. | 233 | $5.99K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 229 | $6.00K | 0.00% | +229 | New |
| Dunhill Financial, LLC | 254 | $6.54K | 0.00% | +2+0.8% | Added |
| Salem Investment Counselors Inc | 257 | $6.67K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 272 | $6.98K | 0.00% | +3+1.1% | Added |
| Clearstead Advisors, LLC | 287 | $7.13K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 285 | $7.33K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 293 | $7.42K | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 345 | $8.74K | 0.00% | +345 | New |
| Semmax Financial Advisors Inc. | 353 | $8.77K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 352 | $8.78K | 0.00% | −24−6.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 368 | $9.00K | 0.00% | −147−28.5% | Reduced |
| RFP Financial Group LLC | 355 | $9.13K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 385 | $9.60K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 385 | $9.90K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 441 | $11.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 553 | $14.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 562 | $14.5K | 0.00% | −202−26.4% | Reduced |
| Halpern Financial, Inc. | 616 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 591 | $15.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 621 | $16.0K | 0.01% | +621 | New |
| MeadowBrook Investment Advisors LLC | 675 | $17.4K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 680 | $17.5K | 0.00% | +680 | New |
| Steward Partners Investment Advisory, LLC | 682 | $17.5K | 0.00% | +60+9.6% | Added |
| The PNC Financial Services Group, Inc. | 723 | $18.6K | 0.00% | −171−19.1% | Reduced |
| Global Retirement Partners, LLC | 748 | $19.2K | 0.00% | −400−34.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 754 | $19.4K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 809 | $19.4K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 804 | $20.4K | 0.02% | +500+164.5% | Added |
| Creekmur Asset Management LLC | 814 | $20.9K | 0.01% | +6+0.7% | Added |
| Spire Wealth Management | 824 | $21.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 853 | $21.9K | 0.00% | +2+0.2% | Added |
| Ronald Blue Trust, Inc. | 873 | $22.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 973 | $25.0K | 0.00% | −33,349−97.2% | Reduced |
| Emfo, LLC | 1,000 | $25.7K | 0.02% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1,018 | $26.2K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,030 | $26.5K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,076 | $27.7K | 0.01% | +9+0.8% | Added |
| Principal Securities, Inc. | 1,093 | $28.1K | 0.00% | −22−2.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,096 | $28.4K | 0.00% | +1,096 | New |
| Plante Moran Financial Advisors, LLC | 1,176 | $30.2K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,233 | $31.7K | 0.00% | −15−1.2% | Reduced |
| NewSquare Capital LLC | 1,238 | $31.8K | 0.00% | +943+319.7% | Added |
| Cubist Systematic Strategies, LLC | 1,268 | $32.6K | 0.00% | +1,268 | New |
| Newbridge Financial Services Group, Inc. | 1,382 | $35.5K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,387 | $35.7K | 0.00% | +1,387 | New |
| Atwood & Palmer Inc | 1,476 | $37.9K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,499 | $38.5K | 0.02% | +10+0.7% | Added |
| EverSource Wealth Advisors, LLC | 1,651 | $41.8K | 0.00% | −79−4.6% | Reduced |
| PEAK6 Investments LLC | 1,672 | $43.0K | 0.00% | −395−19.1% | Reduced |
| Parallel Advisors, LLC | 1,790 | $46.0K | 0.00% | −23−1.3% | Reduced |
| FMR LLC | 2,303 | $59.2K | 0.00% | −133−5.5% | Reduced |
| Private Trust Co NA | 2,310 | $59.4K | 0.01% | −347−13.1% | Reduced |
| Amalgamated Bank | 2,319 | $60.0K | 0.00% | −3,641−61.1% | Reduced |
| CIBC Private Wealth Group, LLC | 2,584 | $64.4K | 0.00% | +2,584 | New |
| Hantz Financial Services, Inc. | 2,560 | $66.0K | 0.00% | +268+11.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,656 | $68.3K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2,970 | $76.4K | 0.02% | −1,013−25.4% | Reduced |
| US Bancorp | 3,008 | $77.3K | 0.00% | +1,374+84.1% | Added |
| McIlrath & Eck, LLC | 3,095 | $79.6K | 0.01% | +11+0.4% | Added |
| Gradient Investments LLC | 3,258 | $83.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,276 | $84.2K | 0.01% | +3,276 | New |
| Vestcor Inc | 3,652 | $94.0K | 0.00% | +3,652 | New |
| EntryPoint Capital, LLC | 4,077 | $104.8K | 0.09% | +3,669+899.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,164 | $107.1K | 0.00% | +1,879+82.2% | Added |
| Centaurus Financial, Inc. | 4,276 | $110.0K | 0.01% | −935−17.9% | Reduced |
| Global Financial Private Client, LLC | 4,992 | $124.5K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,864 | $125.1K | 0.00% | +188+4.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 5,047 | $129.8K | 0.03% | +5,047 | New |
| Northwestern Mutual Wealth Management Co | 5,234 | $134.5K | 0.00% | +3+0.1% | Added |
| Metropolitan Life Insurance Co | 5,719 | $147.0K | 0.01% | −509−8.2% | Reduced |
| VitalStone Financial, LLC | 5,869 | $151.0K | 0.12% | −1,852−24.0% | Reduced |
| IFP Advisors, Inc | 5,973 | $153.6K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 5,998 | $154.2K | 0.01% | +5,998 | New |
| Ameritas Investment Partners, Inc. | 6,760 | $173.8K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 6,966 | $179.1K | 0.10% | +6,966 | New |
| Russell Investments Group, Ltd. | 7,365 | $189.4K | 0.00% | +7,219+4,944.5% | Added |
| Raymond James & Associates | 8,031 | $206.5K | 0.00% | −620−7.2% | Reduced |