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, Q4 2024
Institutional positions in InvenTrust Properties Corp. as of Dec 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
- 307
- +10 vs. Q3 2024
- Shares held
- 54.0M
- +1.86M (+3.6%) vs. Q3 2024
- Total value
- $1.63B
- +$145.4M (+9.8%) vs. Q3 2024
- New holders
- 50
- 121 more added
- Sold out
- 40
- 83 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 40 | $1.00K | 0.00% | +37+1,233.3% | Added |
| Fortitude Family Office, LLC | 46 | $1.39K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $1.69K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 66 | $1.99K | 0.00% | +66 | New |
| Rothschild Investment LLC | 70 | $2.11K | 0.00% | +25+55.6% | Added |
| The PNC Financial Services Group, Inc. | 73 | $2.20K | 0.00% | −453−86.1% | Reduced |
| Lindbrook Capital, LLC | 89 | $2.68K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 128 | $3.89K | 0.00% | +1+0.8% | Added |
| Blume Capital Management, Inc. | 130 | $3.92K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 134 | $4.04K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 135 | $4.07K | 0.00% | +26+23.9% | Added |
| Versant Capital Management, Inc | 142 | $4.28K | 0.00% | +142 | New |
| Continuum Advisory, LLC | 145 | $4.37K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 145 | $4.37K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 146 | $4.40K | 0.00% | +146 | New |
| Salomon & Ludwin, LLC | 152 | $4.58K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 160 | $4.82K | 0.00% | +1+0.6% | Added |
| Glass Jacobson Investment Advisors llc | 161 | $4.84K | 0.00% | +161 | New |
| NVWM, LLC | 181 | $5.45K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 203 | $6.12K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 230 | $6.93K | 0.00% | +230 | New |
| MV Capital Management, Inc. | 233 | $7.02K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 234 | $7.05K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 247 | $7.44K | 0.00% | +112+83.0% | Added |
| Salem Investment Counselors Inc | 257 | $7.80K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 265 | $8.00K | 0.00% | +2+0.8% | Added |
| Assetmark, Inc | 269 | $8.11K | 0.00% | +25+10.2% | Added |
| Farther Finance Advisors, LLC | 272 | $8.19K | 0.00% | −144−34.6% | Reduced |
| Pineridge Advisors LLC | 279 | $8.39K | 0.00% | +3+1.1% | Added |
| Clearstead Advisors, LLC | 287 | $8.65K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 293 | $8.83K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 295 | $8.89K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 293 | $8.89K | 0.00% | −517−63.8% | Reduced |
| CoreCap Advisors, LLC | 304 | $9.16K | 0.00% | −1,082−78.1% | Reduced |
| Wolverine Asset Management LLC | 318 | $9.58K | 0.00% | −17,909−98.3% | Reduced |
| ORG Partners LLC | 333 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 350 | $10.6K | 0.00% | +350 | New |
| Bank & Trust Co | 360 | $10.8K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 353 | $10.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 373 | $11.2K | 0.01% | +373 | New |
| MCF Advisors LLC | 384 | $11.6K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 385 | $11.6K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 410 | $12.4K | 0.01% | +410 | New |
| GPS Wealth Strategies Group, LLC | 455 | $13.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 456 | $13.7K | 0.00% | −166−26.7% | Reduced |
| Creative Financial Designs Inc | 481 | $14.5K | 0.00% | +2+0.4% | Added |
| Larson Financial Group LLC | 494 | $14.9K | 0.00% | +75+17.9% | Added |
| Cranbrook Wealth Management, LLC | 591 | $17.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 597 | $18.0K | 0.00% | +16+2.8% | Added |
| Steward Partners Investment Advisory, LLC | 622 | $18.7K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 675 | $20.3K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 739 | $22.3K | 0.00% | +577+356.2% | Added |
| Global Retirement Partners, LLC | 748 | $22.5K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 754 | $22.7K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 809 | $23.7K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 804 | $24.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 824 | $24.8K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 905 | $27.3K | 0.02% | +905 | New |
| Farmers & Merchants Investments Inc | 942 | $28.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 972 | $29.3K | 0.00% | −141−12.7% | Reduced |
| Aspect Partners, LLC | 1,018 | $30.7K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,050 | $31.6K | 0.01% | −332−24.0% | Reduced |
| Winch Advisory Services, LLC | 1,104 | $33.3K | 0.01% | +8+0.7% | Added |
| Plante Moran Financial Advisors, LLC | 1,176 | $35.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,244 | $37.5K | 0.00% | +48+4.0% | Added |
| GF Fund Management Co. Ltd. | 1,402 | $42.2K | 0.00% | +1,402 | New |
| Atwood & Palmer Inc | 1,476 | $44.5K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,629 | $49.1K | 0.01% | +12+0.7% | Added |
| Quarry LP | 1,772 | $53.4K | 0.01% | +1,772 | New |
| Parallel Advisors, LLC | 1,823 | $54.9K | 0.00% | +38+2.1% | Added |
| Jones Financial Companies LLLP | 1,858 | $56.0K | 0.00% | +1,026+123.3% | Added |
| Ameriflex Group, Inc. | 2,030 | $60.4K | 0.03% | +2,030 | New |
| GWM Advisors LLC | 2,046 | $61.6K | 0.00% | +465+29.4% | Added |
| Hantz Financial Services, Inc. | 2,091 | $63.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,152 | $63.9K | 0.00% | −482−18.3% | Reduced |
| FIL Ltd | 2,240 | $67.5K | 0.00% | +332+17.4% | Added |
| Private Trust Co NA | 2,307 | $69.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,351 | $70.8K | 0.00% | −415−15.0% | Reduced |
| Amalgamated Bank | 2,388 | $72.0K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 2,462 | $74.2K | 0.03% | +2,462 | New |
| Oliver Lagore Vanvalin Investment Group | 2,656 | $80.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,826 | $85.2K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,005 | $90.5K | 0.01% | −21−0.7% | Reduced |
| MAI Capital Management | 3,559 | $107.2K | 0.00% | +3,559 | New |
| CIBC Private Wealth Group, LLC | 3,699 | $109.0K | 0.00% | +5+0.1% | Added |
| Beacon Capital Management, LLC | 3,669 | $111.1K | 0.01% | +6+0.2% | Added |
| US Bancorp | 4,566 | $137.6K | 0.00% | +756+19.8% | Added |
| Sandia Investment Management LP | 5,000 | $150.7K | 0.28% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,133 | $154.6K | 0.01% | +3,462+207.2% | Added |
| Global Financial Private Client, LLC | 5,752 | $173.3K | 0.06% | −240−4.0% | Reduced |
| Virtus ETF Advisers LLC | 6,011 | $181.1K | 0.07% | −668−10.0% | Reduced |
| Truist Financial Corp | 6,755 | $203.5K | 0.00% | +6,755 | New |
| J.W. Cole Advisors, Inc. | 6,761 | $203.7K | 0.01% | −554−7.6% | Reduced |
| Atria Wealth Solutions, Inc. | 7,050 | $212.4K | 0.00% | +7,050 | New |
| Integrated Wealth Concepts LLC | 7,083 | $213.4K | 0.00% | −459−6.1% | Reduced |
| State of Wisconsin Investment Board | 7,198 | $214.1K | 0.00% | +7,198 | New |
| AE Wealth Management LLC | 7,158 | $215.7K | 0.00% | +7,158 | New |
| CIBC World Markets Corp | 7,254 | $218.6K | 0.00% | +7,254 | New |