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 |
|---|---|---|---|---|---|
| Madden Advisory Services, Inc. | 8,173 | $231.9K | 0.11% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 7,966 | $226.0K | 0.11% | +7,966 | New |
| Man Group plc | 7,881 | $223.6K | 0.00% | −503−6.0% | Reduced |
| XTX Topco Ltd | 7,678 | $217.8K | 0.02% | +7,678 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 7,659 | $217.3K | 0.00% | +7,659 | New |
| Integrated Wealth Concepts LLC | 7,542 | $214.0K | 0.00% | −3,079−29.0% | Reduced |
| Change Path, LLC | 7,462 | $211.7K | 0.01% | −660−8.1% | Reduced |
| J.W. Cole Advisors, Inc. | 7,315 | $207.5K | 0.01% | −1,756−19.4% | Reduced |
| Mercer Global Advisors Inc | 6,960 | $201.2K | 0.00% | +6,960 | New |
| Ameritas Investment Partners, Inc. | 6,760 | $191.8K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 6,679 | $189.5K | 0.09% | −572−7.9% | Reduced |
| Global Financial Private Client, LLC | 5,992 | $170.0K | 0.07% | 00.0% | Unchanged |
| Sandia Investment Management LP | 5,000 | $141.8K | 0.23% | +5,000 | New |
| VitalStone Financial, LLC | 4,509 | $127.9K | 0.09% | −1,360−23.2% | Reduced |
| US Bancorp | 3,810 | $108.1K | 0.00% | +1,085+39.8% | Added |
| State of Wyoming | 3,785 | $107.4K | 0.02% | −6,111−61.8% | Reduced |
| Beacon Capital Management, LLC | 3,663 | $104.8K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,694 | $104.8K | 0.00% | +302+8.9% | Added |
| Vestcor Inc | 3,665 | $104.0K | 0.00% | +3,665 | New |
| McIlrath & Eck, LLC | 3,026 | $85.8K | 0.01% | −69−2.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,826 | $80.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,766 | $78.5K | 0.00% | −8,433−75.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 2,656 | $75.4K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,634 | $74.6K | 0.00% | +681+34.9% | Added |
| Amalgamated Bank | 2,388 | $68.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,307 | $65.5K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,091 | $59.0K | 0.00% | −201−8.8% | Reduced |
| FIL Ltd | 1,908 | $54.1K | 0.00% | −3,483−64.6% | Reduced |
| Parallel Advisors, LLC | 1,785 | $50.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,671 | $47.4K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,617 | $45.9K | 0.01% | +795+96.7% | Added |
| GWM Advisors LLC | 1,581 | $44.8K | 0.00% | −1,219−43.5% | Reduced |
| Atwood & Palmer Inc | 1,476 | $41.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,386 | $39.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,382 | $39.2K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 1,196 | $33.9K | 0.00% | −25−2.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,176 | $33.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,113 | $31.6K | 0.00% | +78+7.5% | Added |
| Winch Advisory Services, LLC | 1,096 | $31.1K | 0.01% | +10+0.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,030 | $29.0K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1,018 | $28.9K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 942 | $26.7K | 0.00% | +942 | New |
| Bear Mountain Capital, Inc. | 809 | $23.8K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 832 | $23.6K | 0.00% | +152+22.4% | Added |
| Spire Wealth Management | 824 | $23.4K | 0.00% | −308−27.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 810 | $23.2K | 0.00% | +4+0.5% | Added |
| Legacy Investment Solutions, LLC | 763 | $23.2K | 0.01% | +763 | New |
| Legacy Wealth Managment, LLC | 763 | $23.2K | 0.01% | +763 | New |
| Bare Financial Services, Inc | 804 | $22.8K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 754 | $21.4K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 748 | $21.2K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 675 | $19.1K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 622 | $17.6K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 616 | $17.6K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 591 | $16.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 581 | $16.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 622 | $15.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 526 | $14.9K | 0.00% | +43+8.9% | Added |
| Peterson Financial Group, Inc. | 489 | $13.9K | 0.05% | +489 | New |
| Creative Financial Designs Inc | 479 | $13.6K | 0.00% | +2+0.4% | Added |
| GPS Wealth Strategies Group, LLC | 455 | $12.9K | 0.00% | +70+18.2% | Added |
| Larson Financial Group LLC | 419 | $11.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 416 | $11.8K | 0.00% | +3+0.7% | Added |
| Robinswood Financial LLC | 385 | $10.9K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 384 | $10.9K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 353 | $10.8K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 360 | $10.2K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 333 | $9.45K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 327 | $9.27K | 0.00% | +327 | New |
| NewSquare Capital LLC | 295 | $8.37K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 293 | $8.31K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 287 | $8.14K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 276 | $7.84K | 0.00% | +2+0.7% | Added |
| Dunhill Financial, LLC | 263 | $7.47K | 0.00% | +6+2.3% | Added |
| Salem Investment Counselors Inc | 257 | $7.35K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 249 | $7.06K | 0.00% | +249 | New |
| Assetmark, Inc | 244 | $6.92K | 0.00% | +234+2,340.0% | Added |
| Christopher J. Hasenberg, Inc | 234 | $6.81K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 233 | $6.61K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 219 | $6.22K | 0.00% | +219 | New |
| Sittner & Nelson, LLC | 203 | $5.76K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 181 | $5.13K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 162 | $4.60K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 159 | $4.50K | 0.00% | +2+1.3% | Added |
| Continuum Advisory, LLC | 145 | $4.37K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 152 | $4.31K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 145 | $4.11K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 135 | $3.83K | 0.00% | +135 | New |
| Richard W. Paul & Associates, LLC | 134 | $3.80K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 130 | $3.69K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 127 | $3.64K | 0.00% | +1+0.8% | Added |
| GAMMA Investing LLC | 109 | $3.09K | 0.00% | +91+505.6% | Added |
| McMahon Financial Advisors, LLC | 108 | $3.06K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 120 | $3.00K | 0.00% | +120 | New |
| Ancora Advisors, LLC | 94 | $2.67K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 89 | $2.52K | 0.00% | +6+7.2% | Added |
| Bell Investment Advisors, Inc | 56 | $1.59K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 46 | $1.30K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $1.28K | 0.00% | +25+125.0% | Added |
| SRS Capital Advisors, Inc. | 30 | $852 | 0.00% | 00.0% | Unchanged |