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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 4,276 | $110.0K | 0.01% | −935−17.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,164 | $107.1K | 0.00% | +1,879+82.2% | Added |
| EntryPoint Capital, LLC | 4,077 | $104.8K | 0.09% | +3,669+899.3% | Added |
| Vestcor Inc | 3,652 | $94.0K | 0.00% | +3,652 | New |
| State of Wyoming | 3,276 | $84.2K | 0.01% | +3,276 | New |
| Gradient Investments LLC | 3,258 | $83.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,095 | $79.6K | 0.01% | +11+0.4% | Added |
| US Bancorp | 3,008 | $77.3K | 0.00% | +1,374+84.1% | Added |
| Beacon Capital Management, LLC | 2,970 | $76.4K | 0.02% | −1,013−25.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 2,656 | $68.3K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,560 | $66.0K | 0.00% | +268+11.7% | Added |
| CIBC Private Wealth Group, LLC | 2,584 | $64.4K | 0.00% | +2,584 | New |
| Amalgamated Bank | 2,319 | $60.0K | 0.00% | −3,641−61.1% | Reduced |
| Private Trust Co NA | 2,310 | $59.4K | 0.01% | −347−13.1% | Reduced |
| FMR LLC | 2,303 | $59.2K | 0.00% | −133−5.5% | Reduced |
| Parallel Advisors, LLC | 1,790 | $46.0K | 0.00% | −23−1.3% | Reduced |
| PEAK6 Investments LLC | 1,672 | $43.0K | 0.00% | −395−19.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,651 | $41.8K | 0.00% | −79−4.6% | Reduced |
| Tyler-Stone Wealth Management | 1,499 | $38.5K | 0.02% | +10+0.7% | Added |
| Atwood & Palmer Inc | 1,476 | $37.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,387 | $35.7K | 0.00% | +1,387 | New |
| Newbridge Financial Services Group, Inc. | 1,382 | $35.5K | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 1,268 | $32.6K | 0.00% | +1,268 | New |
| NewSquare Capital LLC | 1,238 | $31.8K | 0.00% | +943+319.7% | Added |
| Comerica Bank | 1,233 | $31.7K | 0.00% | −15−1.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,176 | $30.2K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,096 | $28.4K | 0.00% | +1,096 | New |
| Principal Securities, Inc. | 1,093 | $28.1K | 0.00% | −22−2.0% | Reduced |
| Winch Advisory Services, LLC | 1,076 | $27.7K | 0.01% | +9+0.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,030 | $26.5K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1,018 | $26.2K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 1,000 | $25.7K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 973 | $25.0K | 0.00% | −33,349−97.2% | Reduced |
| Ronald Blue Trust, Inc. | 873 | $22.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 853 | $21.9K | 0.00% | +2+0.2% | Added |
| Spire Wealth Management | 824 | $21.2K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 814 | $20.9K | 0.01% | +6+0.7% | Added |
| Bare Financial Services, Inc | 804 | $20.4K | 0.02% | +500+164.5% | Added |
| Bear Mountain Capital, Inc. | 809 | $19.4K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 754 | $19.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 748 | $19.2K | 0.00% | −400−34.8% | Reduced |
| The PNC Financial Services Group, Inc. | 723 | $18.6K | 0.00% | −171−19.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 682 | $17.5K | 0.00% | +60+9.6% | Added |
| Jones Financial Companies LLLP | 680 | $17.5K | 0.00% | +680 | New |
| MeadowBrook Investment Advisors LLC | 675 | $17.4K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 621 | $16.0K | 0.01% | +621 | New |
| Cranbrook Wealth Management, LLC | 591 | $15.2K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 616 | $15.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 562 | $14.5K | 0.00% | −202−26.4% | Reduced |
| Signaturefd, LLC | 553 | $14.2K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 441 | $11.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 385 | $9.90K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 385 | $9.60K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 355 | $9.13K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 368 | $9.00K | 0.00% | −147−28.5% | Reduced |
| Farther Finance Advisors, LLC | 352 | $8.78K | 0.00% | −24−6.4% | Reduced |
| Semmax Financial Advisors Inc. | 353 | $8.77K | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 345 | $8.74K | 0.00% | +345 | New |
| Armstrong Advisory Group, Inc | 293 | $7.42K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 285 | $7.33K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 287 | $7.13K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 272 | $6.98K | 0.00% | +3+1.1% | Added |
| Salem Investment Counselors Inc | 257 | $6.67K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 254 | $6.54K | 0.00% | +2+0.8% | Added |
| PrairieView Partners, LLC | 229 | $6.00K | 0.00% | +229 | New |
| MV Capital Management, Inc. | 233 | $5.99K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 203 | $5.22K | 0.00% | +203 | New |
| Fortitude Family Office, LLC | 199 | $5.12K | 0.00% | +37+22.8% | Added |
| Main Street Group, LTD | 186 | $4.79K | 0.00% | −584−75.8% | Reduced |
| NVWM, LLC | 181 | $4.69K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 156 | $4.01K | 0.00% | +1+0.6% | Added |
| Asset Dedication, LLC | 162 | $4.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 152 | $3.91K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 145 | $3.73K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 145 | $3.65K | 0.00% | +145 | New |
| Blume Capital Management, Inc. | 130 | $3.34K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 125 | $3.24K | 0.00% | +125 | New |
| Private Ocean, LLC | 117 | $3.01K | 0.00% | +117 | New |
| Centerpoint Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 100 | $2.57K | 0.00% | +100 | New |
| Ancora Advisors, LLC | 94 | $2.42K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 116 | $2.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 75 | $1.93K | 0.00% | 00.0% | Unchanged |
| 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 |
| Rothschild Investment LLC | 10 | $257 | 0.00% | +10 | New |
| TFC Financial Management | 1 | $26 | 0.00% | +1 | New |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Mesirow Institutional Investment Management, Inc. | 0 | $0 | 0.00% | −413,022−100.0% | Sold out |
| LDR Capital Management LLC | 0 | $0 | 0.00% | −53,091−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −39,957−100.0% | Sold out |
| Great Waters Wealth Management | 0 | $0 | 0.00% | −34,482−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −27,211−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −24,848−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −22,580−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −20,496−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −14,555−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,277−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −12,257−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −10,607−100.0% | Sold out |