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, Q3 2024
Institutional positions in InvenTrust Properties Corp. as of Sep 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
- 303
- +26 vs. Q2 2024
- Shares held
- 52.4M
- +16.2M (+44.5%) vs. Q2 2024
- Total value
- $1.49B
- +$591.4M (+65.8%) vs. Q2 2024
- New holders
- 54
- 101 more added
- Sold out
- 28
- 81 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $29 | 0.00% | +1 | New |
| Aster Capital Management (DIFC) Ltd | 6 | $170 | 0.00% | +6 | New |
| SRS Capital Advisors, Inc. | 30 | $852 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $1.28K | 0.00% | +25+125.0% | Added |
| Fortitude Family Office, LLC | 46 | $1.30K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $1.59K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 89 | $2.52K | 0.00% | +6+7.2% | Added |
| Ancora Advisors, LLC | 94 | $2.67K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 120 | $3.00K | 0.00% | +120 | New |
| McMahon Financial Advisors, LLC | 108 | $3.06K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 109 | $3.09K | 0.00% | +91+505.6% | Added |
| Valued Wealth Advisors LLC | 127 | $3.64K | 0.00% | +1+0.8% | Added |
| Blume Capital Management, Inc. | 130 | $3.69K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 134 | $3.80K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 135 | $3.83K | 0.00% | +135 | New |
| Tucker Asset Management LLC | 145 | $4.11K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 152 | $4.31K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 145 | $4.37K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 159 | $4.50K | 0.00% | +2+1.3% | Added |
| Asset Dedication, LLC | 162 | $4.60K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 181 | $5.13K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 203 | $5.76K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 219 | $6.22K | 0.00% | +219 | New |
| MV Capital Management, Inc. | 233 | $6.61K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 234 | $6.81K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 244 | $6.92K | 0.00% | +234+2,340.0% | Added |
| Planned Solutions, Inc. | 249 | $7.06K | 0.00% | +249 | New |
| Salem Investment Counselors Inc | 257 | $7.35K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 263 | $7.47K | 0.00% | +6+2.3% | Added |
| Pineridge Advisors LLC | 276 | $7.84K | 0.00% | +2+0.7% | Added |
| Clearstead Advisors, LLC | 287 | $8.14K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 293 | $8.31K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 295 | $8.37K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 327 | $9.27K | 0.00% | +327 | New |
| ORG Partners LLC | 333 | $9.45K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 360 | $10.2K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 353 | $10.8K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 384 | $10.9K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 385 | $10.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 416 | $11.8K | 0.00% | +3+0.7% | Added |
| Larson Financial Group LLC | 419 | $11.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 455 | $12.9K | 0.00% | +70+18.2% | Added |
| Creative Financial Designs Inc | 479 | $13.6K | 0.00% | +2+0.4% | Added |
| Peterson Financial Group, Inc. | 489 | $13.9K | 0.05% | +489 | New |
| The PNC Financial Services Group, Inc. | 526 | $14.9K | 0.00% | +43+8.9% | Added |
| Ronald Blue Trust, Inc. | 622 | $15.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 581 | $16.5K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 591 | $16.8K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 616 | $17.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 622 | $17.6K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 675 | $19.1K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 748 | $21.2K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 754 | $21.4K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 804 | $22.8K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 763 | $23.2K | 0.01% | +763 | New |
| Legacy Wealth Managment, LLC | 763 | $23.2K | 0.01% | +763 | New |
| CBIZ Investment Advisory Services, LLC | 810 | $23.2K | 0.00% | +4+0.5% | Added |
| Spire Wealth Management | 824 | $23.4K | 0.00% | −308−27.2% | Reduced |
| Jones Financial Companies LLLP | 832 | $23.6K | 0.00% | +152+22.4% | Added |
| Bear Mountain Capital, Inc. | 809 | $23.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 942 | $26.7K | 0.00% | +942 | New |
| Aspect Partners, LLC | 1,018 | $28.9K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,030 | $29.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,096 | $31.1K | 0.01% | +10+0.9% | Added |
| Principal Securities, Inc. | 1,113 | $31.6K | 0.00% | +78+7.5% | Added |
| Plante Moran Financial Advisors, LLC | 1,176 | $33.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,196 | $33.9K | 0.00% | −25−2.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,382 | $39.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,386 | $39.3K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,476 | $41.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,581 | $44.8K | 0.00% | −1,219−43.5% | Reduced |
| Creekmur Asset Management LLC | 1,617 | $45.9K | 0.01% | +795+96.7% | Added |
| EverSource Wealth Advisors, LLC | 1,671 | $47.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,785 | $50.6K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 1,908 | $54.1K | 0.00% | −3,483−64.6% | Reduced |
| Hantz Financial Services, Inc. | 2,091 | $59.0K | 0.00% | −201−8.8% | Reduced |
| Private Trust Co NA | 2,307 | $65.5K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 2,388 | $68.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,634 | $74.6K | 0.00% | +681+34.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,656 | $75.4K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,766 | $78.5K | 0.00% | −8,433−75.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,826 | $80.2K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,026 | $85.8K | 0.01% | −69−2.2% | Reduced |
| Vestcor Inc | 3,665 | $104.0K | 0.00% | +3,665 | New |
| CIBC Private Wealth Group, LLC | 3,694 | $104.8K | 0.00% | +302+8.9% | Added |
| Beacon Capital Management, LLC | 3,663 | $104.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,785 | $107.4K | 0.02% | −6,111−61.8% | Reduced |
| US Bancorp | 3,810 | $108.1K | 0.00% | +1,085+39.8% | Added |
| VitalStone Financial, LLC | 4,509 | $127.9K | 0.09% | −1,360−23.2% | Reduced |
| Sandia Investment Management LP | 5,000 | $141.8K | 0.23% | +5,000 | New |
| Global Financial Private Client, LLC | 5,992 | $170.0K | 0.07% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 6,679 | $189.5K | 0.09% | −572−7.9% | Reduced |
| Ameritas Investment Partners, Inc. | 6,760 | $191.8K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 6,960 | $201.2K | 0.00% | +6,960 | New |
| J.W. Cole Advisors, Inc. | 7,315 | $207.5K | 0.01% | −1,756−19.4% | Reduced |
| Change Path, LLC | 7,462 | $211.7K | 0.01% | −660−8.1% | Reduced |
| Integrated Wealth Concepts LLC | 7,542 | $214.0K | 0.00% | −3,079−29.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,659 | $217.3K | 0.00% | +7,659 | New |
| XTX Topco Ltd | 7,678 | $217.8K | 0.02% | +7,678 | New |