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, Q2 2024
Institutional positions in InvenTrust Properties Corp. as of Jun 30, 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
- 280
- −6 vs. Q1 2024
- Shares held
- 43.1M
- +873.6K (+2.1%) vs. Q1 2024
- Total value
- $1.07B
- −$17.4M (−1.6%) vs. Q1 2024
- New holders
- 29
- 107 more added
- Sold out
- 35
- 92 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 10 | $248 | 0.00% | +10 | New |
| GAMMA Investing LLC | 18 | $446 | 0.00% | +18 | New |
| Rothschild Investment LLC | 20 | $495 | 0.00% | +10+100.0% | Added |
| SRS Capital Advisors, Inc. | 30 | $743 | 0.00% | +30 | New |
| Fortitude Family Office, LLC | 46 | $1.14K | 0.00% | −153−76.9% | Reduced |
| Castleview Partners, LLC | 56 | $1.39K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $1.39K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 83 | $2.06K | 0.00% | +83 | New |
| Ancora Advisors, LLC | 94 | $2.33K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 94 | $2.33K | 0.00% | +94 | New |
| McMahon Financial Advisors, LLC | 108 | $2.67K | 0.00% | +108 | New |
| Valued Wealth Advisors LLC | 126 | $3.15K | 0.00% | +1+0.8% | Added |
| Blume Capital Management, Inc. | 130 | $3.22K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 134 | $3.32K | 0.00% | −151−53.0% | Reduced |
| Tucker Asset Management LLC | 145 | $3.59K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 145 | $3.59K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 152 | $3.76K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 157 | $3.90K | 0.00% | +1+0.6% | Added |
| Asset Dedication, LLC | 162 | $4.01K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 181 | $4.52K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 203 | $5.03K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 207 | $5.13K | 0.00% | +207 | New |
| MV Capital Management, Inc. | 233 | $5.77K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 234 | $5.79K | 0.00% | +234 | New |
| Dunhill Financial, LLC | 257 | $6.36K | 0.00% | +3+1.2% | Added |
| Salem Investment Counselors Inc | 257 | $6.42K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 274 | $6.79K | 0.00% | +2+0.7% | Added |
| Clearstead Advisors, LLC | 287 | $7.11K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 293 | $7.25K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 295 | $7.30K | 0.00% | −943−76.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 339 | $8.00K | 0.00% | −29−7.9% | Reduced |
| ORG Partners LLC | 333 | $8.14K | 0.00% | +333 | New |
| RFP Financial Group LLC | 355 | $8.79K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 360 | $8.91K | 0.01% | +360 | New |
| MCF Advisors LLC | 384 | $9.51K | 0.00% | −178−31.7% | Reduced |
| Robinswood Financial LLC | 385 | $9.53K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 385 | $9.53K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 353 | $9.81K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 413 | $10.1K | 0.00% | +61+17.3% | Added |
| Larson Financial Group LLC | 419 | $10.4K | 0.00% | +419 | New |
| SYSTM Wealth Solutions LLC | 441 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 477 | $11.8K | 0.00% | −376−44.1% | Reduced |
| The PNC Financial Services Group, Inc. | 483 | $12.0K | 0.00% | −240−33.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 518 | $12.8K | 0.00% | +518 | New |
| Signaturefd, LLC | 581 | $14.4K | 0.00% | +28+5.1% | Added |
| Cranbrook Wealth Management, LLC | 591 | $14.6K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 616 | $15.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 622 | $15.4K | 0.00% | −60−8.8% | Reduced |
| Ronald Blue Trust, Inc. | 622 | $16.0K | 0.00% | −251−28.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 675 | $16.7K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 680 | $16.8K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 706 | $17.0K | 0.01% | +706 | New |
| Global Retirement Partners, LLC | 748 | $18.5K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 754 | $18.7K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 806 | $20.1K | 0.00% | −290−26.5% | Reduced |
| Creekmur Asset Management LLC | 822 | $20.4K | 0.01% | +8+1.0% | Added |
| Bear Mountain Capital, Inc. | 809 | $20.8K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 804 | $22.6K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 1,000 | $24.8K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,030 | $25.0K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1,018 | $25.2K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,035 | $25.6K | 0.00% | −58−5.3% | Reduced |
| Winch Advisory Services, LLC | 1,086 | $26.9K | 0.01% | +10+0.9% | Added |
| Spire Wealth Management | 1,132 | $28.0K | 0.00% | +308+37.4% | Added |
| Plante Moran Financial Advisors, LLC | 1,176 | $29.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,221 | $30.2K | 0.00% | −12−1.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,382 | $34.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,386 | $34.3K | 0.00% | −1−0.1% | Reduced |
| Atwood & Palmer Inc | 1,476 | $36.5K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,510 | $37.4K | 0.02% | +11+0.7% | Added |
| Danske Bank A/S | 1,600 | $39.6K | 0.00% | +1,600 | New |
| Redwood Wealth Management Group, LLC | 1,603 | $39.7K | 0.03% | +1,603 | New |
| Parallel Advisors, LLC | 1,785 | $44.2K | 0.00% | −5−0.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,671 | $47.1K | 0.00% | +20+1.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,953 | $48.3K | 0.00% | −29,618−93.8% | Reduced |
| Gradient Investments LLC | 2,296 | $56.8K | 0.00% | −962−29.5% | Reduced |
| Hantz Financial Services, Inc. | 2,292 | $57.0K | 0.00% | −268−10.5% | Reduced |
| Private Trust Co NA | 2,307 | $57.1K | 0.01% | −3−0.1% | Reduced |
| Amalgamated Bank | 2,388 | $59.0K | 0.00% | +69+3.0% | Added |
| FMR LLC | 2,574 | $63.7K | 0.00% | +271+11.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,656 | $65.8K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 2,725 | $67.5K | 0.00% | −283−9.4% | Reduced |
| GWM Advisors LLC | 2,800 | $69.3K | 0.00% | −2,064−42.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,826 | $70.0K | 0.00% | −1,338−32.1% | Reduced |
| McIlrath & Eck, LLC | 3,095 | $76.6K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,392 | $83.5K | 0.00% | +808+31.3% | Added |
| Beacon Capital Management, LLC | 3,663 | $90.7K | 0.02% | +693+23.3% | Added |
| Northwestern Mutual Wealth Management Co | 5,237 | $129.6K | 0.00% | +3+0.1% | Added |
| FIL Ltd | 5,391 | $133.5K | 0.00% | +5,391 | New |
| Lazard Asset Management LLC | 5,793 | $143.0K | 0.00% | +5,793 | New |
| VitalStone Financial, LLC | 5,869 | $145.3K | 0.11% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5,992 | $148.4K | 0.06% | +1,000+20.0% | Added |
| Ameritas Investment Partners, Inc. | 6,760 | $167.4K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 7,251 | $179.5K | 0.09% | +285+4.1% | Added |
| Change Path, LLC | 8,122 | $201.0K | 0.01% | −2,333−22.3% | Reduced |
| Madden Advisory Services, Inc. | 8,173 | $202.4K | 0.10% | 00.0% | Unchanged |
| CWM, LLC | 8,256 | $204.0K | 0.00% | −80−1.0% | Reduced |
| Sherbrooke Park Advisers LLC | 8,378 | $207.4K | 0.04% | +8,378 | New |
| Man Group plc | 8,384 | $207.6K | 0.00% | −84,298−91.0% | Reduced |