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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 27,000 | $694.2K | 0.00% | +27,000 | New |
| Resona Asset Management Co.,Ltd. | 26,445 | $679.9K | 0.00% | +26,445 | New |
| Ameriprise Financial Inc | 25,857 | $666.4K | 0.00% | −2,166−7.7% | Reduced |
| Shira Ridge Wealth Management | 25,614 | $658.5K | 0.38% | 00.0% | Unchanged |
| Lincoln National Corp | 24,248 | $623.4K | 0.01% | −285−1.2% | Reduced |
| Quest Partners LLC | 23,261 | $598.0K | 0.10% | −16,762−41.9% | Reduced |
| Dark Forest Capital Management LP | 23,109 | $594.1K | 0.10% | +23,109 | New |
| Voya Investment Management LLC | 22,973 | $590.6K | 0.00% | −4,847−17.4% | Reduced |
| Harbor Capital Advisors, Inc. | 22,820 | $587.0K | 0.08% | −22,794−50.0% | Reduced |
| Certified Advisory Corp | 22,775 | $585.5K | 0.08% | −6,271−21.6% | Reduced |
| American Century Companies Inc | 22,451 | $577.2K | 0.00% | +2,881+14.7% | Added |
| Nisa Investment Advisors, LLC | 22,093 | $573.0K | 0.00% | +59+0.3% | Added |
| Daiwa Securities Group Inc. | 21,958 | $565.0K | 0.00% | +1,368+6.6% | Added |
| Prospera Financial Services Inc | 21,451 | $551.5K | 0.02% | −675−3.1% | Reduced |
| Warren Averett Asset Management, LLC | 21,047 | $541.1K | 0.01% | +5,733+37.4% | Added |
| Quantbot Technologies LP | 20,983 | $539.5K | 0.03% | +5,788+38.1% | Added |
| UniSuper Management Pty Ltd | 19,400 | $498.8K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 18,982 | $488.0K | 0.00% | +1,001+5.6% | Added |
| Arizona State Retirement System | 18,559 | $477.2K | 0.00% | −319−1.7% | Reduced |
| Harvest Investment Services, LLC | 18,501 | $475.7K | 0.19% | +246+1.3% | Added |
| Independent Financial Group, LLC | 17,560 | $451.5K | 0.02% | −5,142−22.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,609 | $427.0K | 0.03% | −6,753−28.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 16,543 | $425.3K | 0.01% | −1,579−8.7% | Reduced |
| Boothbay Fund Management, LLC | 16,324 | $419.7K | 0.01% | +16,324 | New |
| Wolverine Asset Management LLC | 16,159 | $415.4K | 0.01% | −12,454−43.5% | Reduced |
| DekaBank Deutsche Girozentrale | 16,310 | $414.0K | 0.00% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 16,022 | $411.9K | 0.21% | +198+1.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,862 | $407.8K | 0.00% | −3,502−18.1% | Reduced |
| Geneos Wealth Management Inc. | 15,800 | $406.2K | 0.02% | −632−3.8% | Reduced |
| Handelsbanken Fonder AB | 15,700 | $404.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15,394 | $395.8K | 0.01% | +735+5.0% | Added |
| Atria Wealth Solutions, Inc. | 15,052 | $390.4K | 0.00% | −21,371−58.7% | Reduced |
| Private Advisor Group, LLC | 14,526 | $373.5K | 0.00% | −776−5.1% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 14,470 | $372.0K | 0.01% | +14,470 | New |
| Captrust Financial Advisors | 14,461 | $371.8K | 0.00% | −2,830−16.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 14,063 | $361.6K | 0.00% | +14,063 | New |
| Cedar Brook Financial Partners, LLC | 13,363 | $343.6K | 0.07% | −5,873−30.5% | Reduced |
| Dakota Wealth Management | 13,272 | $341.2K | 0.01% | −757−5.4% | Reduced |
| Graham Capital Management, L.P. | 13,170 | $338.6K | 0.01% | +13,170 | New |
| Point72 Asset Management, L.P. | 13,100 | $336.8K | 0.00% | +13,100 | New |
| Apollon Wealth Management, LLC | 13,005 | $334.3K | 0.01% | +22+0.2% | Added |
| Arrowstreet Capital, Limited Partnership | 12,970 | $333.0K | 0.00% | +12,970 | New |
| Sigma Planning Corp | 12,902 | $331.7K | 0.01% | +4,218+48.6% | Added |
| Retirement Group, LLC | 12,842 | $330.2K | 0.12% | −191−1.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,659 | $325.5K | 0.00% | −28,298−69.1% | Reduced |
| Perigon Wealth Management, LLC | 12,572 | $323.2K | 0.01% | −1,641−11.5% | Reduced |
| Focus Financial Network, Inc. | 13,006 | $318.9K | 0.02% | +13,006 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,318 | $316.7K | 0.00% | 00.0% | Unchanged |
| Intrua Financial, LLC | 12,278 | $315.7K | 0.05% | −510−4.0% | Reduced |
| ProShare Advisors LLC | 12,223 | $314.3K | 0.00% | +961+8.5% | Added |
| STRS Ohio | 12,200 | $313.0K | 0.00% | −1,700−12.2% | Reduced |
| Jump Financial, LLC | 12,087 | $310.8K | 0.01% | −6,069−33.4% | Reduced |
| Standard Life Aberdeen plc | 12,005 | $308.6K | 0.00% | −489−3.9% | Reduced |
| Brevan Howard Capital Management LP | 11,969 | $307.7K | 0.03% | +11,969 | New |
| Cambria Investment Management, L.P. | 11,965 | $307.6K | 0.02% | −898−7.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,866 | $305.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 11,651 | $302.2K | 0.02% | −1,948−14.3% | Reduced |
| Verdence Capital Advisors LLC | 11,558 | $297.2K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 11,776 | $293.6K | 0.03% | +11,776 | New |
| Public Employees Retirement Association of Colorado | 11,066 | $285.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 11,048 | $284.0K | 0.00% | +11,048 | New |
| Wealthstar Advisors, LLC | 10,715 | $275.5K | 0.10% | −435−3.9% | Reduced |
| Integrated Wealth Concepts LLC | 10,654 | $273.9K | 0.00% | −561−5.0% | Reduced |
| Change Path, LLC | 10,455 | $269.0K | 0.01% | −332−3.1% | Reduced |
| J.W. Cole Advisors, Inc. | 10,157 | $261.1K | 0.01% | −914−8.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 9,828 | $252.7K | 0.16% | +50+0.5% | Added |
| Van Eck Associates Corp | 9,752 | $251.0K | 0.00% | +223+2.3% | Added |
| Lazari Capital Management, Inc. | 9,609 | $247.0K | 0.13% | −473−4.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 9,556 | $245.7K | 0.19% | +5+0.1% | Added |
| SkyOak Wealth, LLC | 9,542 | $245.3K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 9,172 | $235.8K | 0.00% | −44−0.5% | Reduced |
| Vident Advisory, LLC | 9,078 | $233.4K | 0.00% | −3,339−26.9% | Reduced |
| PFG Investments, LLC | 9,072 | $233.2K | 0.01% | +9,072 | New |
| Executive Wealth Management, LLC | 9,303 | $231.9K | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,892 | $228.6K | 0.00% | −179−2.0% | Reduced |
| AE Wealth Management LLC | 8,800 | $226.2K | 0.00% | −71,263−89.0% | Reduced |
| Private Wealth Strategies, L.L.C. | 12,486 | $225.7K | 0.05% | +12,486 | New |
| Brookstone Capital Management | 8,541 | $219.6K | 0.00% | −1,535−15.2% | Reduced |
| Landscape Capital Management, L.L.C. | 8,496 | $218.4K | 0.02% | −124−1.4% | Reduced |
| Investmark Advisory Group LLC | 8,406 | $216.1K | 0.12% | −479−5.4% | Reduced |
| Nissay Asset Management Corp | 8,393 | $215.8K | 0.00% | −330−3.8% | Reduced |
| CWM, LLC | 8,336 | $214.0K | 0.00% | −3,671−30.6% | Reduced |
| Cerity Partners LLC | 8,270 | $212.6K | 0.00% | −4,616−35.8% | Reduced |
| Madden Advisory Services, Inc. | 8,173 | $210.1K | 0.11% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 8,153 | $210.0K | 0.00% | −517−6.0% | Reduced |
| Jane Street Group, LLC | 8,137 | $209.2K | 0.00% | −50,675−86.2% | Reduced |
| Allworth Financial LP | 8,135 | $209.2K | 0.00% | +32+0.4% | Added |
| SG Americas Securities, LLC | 8,110 | $209.0K | 0.00% | −28,108−77.6% | Reduced |
| Raymond James & Associates | 8,031 | $206.5K | 0.00% | −620−7.2% | Reduced |
| Russell Investments Group, Ltd. | 7,365 | $189.4K | 0.00% | +7,219+4,944.5% | Added |
| Virtus ETF Advisers LLC | 6,966 | $179.1K | 0.10% | +6,966 | New |
| Ameritas Investment Partners, Inc. | 6,760 | $173.8K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 5,998 | $154.2K | 0.01% | +5,998 | New |
| IFP Advisors, Inc | 5,973 | $153.6K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 5,869 | $151.0K | 0.12% | −1,852−24.0% | Reduced |
| Metropolitan Life Insurance Co | 5,719 | $147.0K | 0.01% | −509−8.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,234 | $134.5K | 0.00% | +3+0.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 5,047 | $129.8K | 0.03% | +5,047 | New |
| GWM Advisors LLC | 4,864 | $125.1K | 0.00% | +188+4.0% | Added |
| Global Financial Private Client, LLC | 4,992 | $124.5K | 0.05% | 00.0% | Unchanged |