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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 2,388 | $59.0K | 0.00% | +69+3.0% | Added |
| Private Trust Co NA | 2,307 | $57.1K | 0.01% | −3−0.1% | Reduced |
| Hantz Financial Services, Inc. | 2,292 | $57.0K | 0.00% | −268−10.5% | Reduced |
| Gradient Investments LLC | 2,296 | $56.8K | 0.00% | −962−29.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,953 | $48.3K | 0.00% | −29,618−93.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,671 | $47.1K | 0.00% | +20+1.2% | Added |
| Parallel Advisors, LLC | 1,785 | $44.2K | 0.00% | −5−0.3% | Reduced |
| Redwood Wealth Management Group, LLC | 1,603 | $39.7K | 0.03% | +1,603 | New |
| Danske Bank A/S | 1,600 | $39.6K | 0.00% | +1,600 | New |
| Tyler-Stone Wealth Management | 1,510 | $37.4K | 0.02% | +11+0.7% | Added |
| Atwood & Palmer Inc | 1,476 | $36.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,386 | $34.3K | 0.00% | −1−0.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,382 | $34.2K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 1,221 | $30.2K | 0.00% | −12−1.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,176 | $29.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,132 | $28.0K | 0.00% | +308+37.4% | Added |
| Winch Advisory Services, LLC | 1,086 | $26.9K | 0.01% | +10+0.9% | Added |
| Principal Securities, Inc. | 1,035 | $25.6K | 0.00% | −58−5.3% | Reduced |
| Aspect Partners, LLC | 1,018 | $25.2K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,030 | $25.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 1,000 | $24.8K | 0.02% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 804 | $22.6K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 809 | $20.8K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 822 | $20.4K | 0.01% | +8+1.0% | Added |
| CBIZ Investment Advisory Services, LLC | 806 | $20.1K | 0.00% | −290−26.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 754 | $18.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 748 | $18.5K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 706 | $17.0K | 0.01% | +706 | New |
| Jones Financial Companies LLLP | 680 | $16.8K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 675 | $16.7K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 622 | $16.0K | 0.00% | −251−28.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 622 | $15.4K | 0.00% | −60−8.8% | Reduced |
| Halpern Financial, Inc. | 616 | $15.3K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 591 | $14.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 581 | $14.4K | 0.00% | +28+5.1% | Added |
| Ritter Daniher Financial Advisory LLC | 518 | $12.8K | 0.00% | +518 | New |
| The PNC Financial Services Group, Inc. | 483 | $12.0K | 0.00% | −240−33.2% | Reduced |
| Creative Financial Designs Inc | 477 | $11.8K | 0.00% | −376−44.1% | Reduced |
| SYSTM Wealth Solutions LLC | 441 | $11.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 419 | $10.4K | 0.00% | +419 | New |
| Farther Finance Advisors, LLC | 413 | $10.1K | 0.00% | +61+17.3% | Added |
| Semmax Financial Advisors Inc. | 353 | $9.81K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 385 | $9.53K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 385 | $9.53K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 384 | $9.51K | 0.00% | −178−31.7% | Reduced |
| Bank & Trust Co | 360 | $8.91K | 0.01% | +360 | New |
| RFP Financial Group LLC | 355 | $8.79K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 333 | $8.14K | 0.00% | +333 | New |
| Migdal Insurance & Financial Holdings Ltd. | 339 | $8.00K | 0.00% | −29−7.9% | Reduced |
| NewSquare Capital LLC | 295 | $7.30K | 0.00% | −943−76.2% | Reduced |
| Armstrong Advisory Group, Inc | 293 | $7.25K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 287 | $7.11K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 274 | $6.79K | 0.00% | +2+0.7% | Added |
| Salem Investment Counselors Inc | 257 | $6.42K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 257 | $6.36K | 0.00% | +3+1.2% | Added |
| Christopher J. Hasenberg, Inc | 234 | $5.79K | 0.00% | +234 | New |
| MV Capital Management, Inc. | 233 | $5.77K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 207 | $5.13K | 0.00% | +207 | New |
| Sittner & Nelson, LLC | 203 | $5.03K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 181 | $4.52K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 162 | $4.01K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 157 | $3.90K | 0.00% | +1+0.6% | Added |
| Salomon & Ludwin, LLC | 152 | $3.76K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 145 | $3.59K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 145 | $3.59K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 134 | $3.32K | 0.00% | −151−53.0% | Reduced |
| Blume Capital Management, Inc. | 130 | $3.22K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 126 | $3.15K | 0.00% | +1+0.8% | Added |
| McMahon Financial Advisors, LLC | 108 | $2.67K | 0.00% | +108 | New |
| Ancora Advisors, LLC | 94 | $2.33K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 94 | $2.33K | 0.00% | +94 | New |
| Lindbrook Capital, LLC | 83 | $2.06K | 0.00% | +83 | New |
| Castleview Partners, LLC | 56 | $1.39K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $1.39K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 46 | $1.14K | 0.00% | −153−76.9% | Reduced |
| SRS Capital Advisors, Inc. | 30 | $743 | 0.00% | +30 | New |
| Rothschild Investment LLC | 20 | $495 | 0.00% | +10+100.0% | Added |
| GAMMA Investing LLC | 18 | $446 | 0.00% | +18 | New |
| Assetmark, Inc | 10 | $248 | 0.00% | +10 | New |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −153,700−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −33,529−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −24,248−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −20,983−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −13,363−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −13,170−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,087−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −11,969−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −10,715−100.0% | Sold out |
| Lazari Capital Management, Inc. | 0 | $0 | 0.00% | −9,609−100.0% | Sold out |
| Private Wealth Strategies, L.L.C. | 0 | $0 | 0.00% | −12,486−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −8,496−100.0% | Sold out |
| Investmark Advisory Group LLC | 0 | $0 | 0.00% | −8,406−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −8,270−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −8,153−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,110−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −5,998−100.0% | Sold out |