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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 7,294 | $219.8K | 0.00% | +7,294 | New |
| Orion Portfolio Solutions, LLC | 7,294 | $219.8K | 0.00% | +7,294 | New |
| Lido Advisors, LLC | 7,300 | $220.6K | 0.00% | +7,300 | New |
| Dynamic Financial Group | 7,476 | $225.3K | 0.23% | +7,476 | New |
| Investmark Advisory Group LLC | 7,478 | $225.3K | 0.11% | −488−6.1% | Reduced |
| PharVision Advisers, LLC | 7,505 | $226.1K | 0.19% | +7,505 | New |
| Sequoia Financial Advisors, LLC | 7,531 | $226.9K | 0.00% | +7,531 | New |
| Polymer Capital Management (US) LLC | 7,553 | $227.6K | 0.07% | +7,553 | New |
| Sigma Planning Corp | 7,571 | $228.1K | 0.01% | −1,398−15.6% | Reduced |
| Longboard Asset Management, LP | 7,572 | $228.1K | 0.60% | +7,572 | New |
| Nebula Research & Development LLC | 7,665 | $230.9K | 0.03% | −21,646−73.8% | Reduced |
| Landscape Capital Management, L.L.C. | 7,851 | $236.6K | 0.03% | +7,851 | New |
| AQR Capital Management LLC | 7,951 | $239.6K | 0.00% | +7,951 | New |
| Ameritas Investment Partners, Inc. | 8,109 | $244.3K | 0.01% | +1,349+20.0% | Added |
| MML Investors Services, LLC | 8,157 | $246.0K | 0.00% | +8,157 | New |
| Madden Advisory Services, Inc. | 8,173 | $246.3K | 0.11% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 8,247 | $248.5K | 0.12% | −3,141−27.6% | Reduced |
| Brookstone Capital Management | 8,324 | $250.8K | 0.00% | −118−1.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,340 | $251.3K | 0.00% | +30.0% | Added |
| International Assets Investment Management, LLC | 8,442 | $251.4K | 0.02% | −253,215−96.8% | Reduced |
| IFP Advisors, Inc | 8,519 | $256.7K | 0.01% | −350−3.9% | Reduced |
| Allworth Financial LP | 8,992 | $258.3K | 0.00% | +383+4.4% | Added |
| Safe Harbor Fiduciary, LLC | 10,574 | $263.0K | 0.27% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 8,885 | $267.7K | 0.06% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,957 | $269.9K | 0.00% | +8,957 | New |
| CWM, LLC | 9,114 | $275.0K | 0.00% | +92+1.0% | Added |
| Smallwood Wealth Investment Management, LLC | 9,275 | $279.5K | 0.19% | −190−2.0% | Reduced |
| Engineers Gate Manager LP | 9,325 | $281.0K | 0.00% | +9,325 | New |
| Victory Capital Management Inc | 9,497 | $286.1K | 0.00% | +920+10.7% | Added |
| Avantax Advisory Services, Inc. | 9,513 | $286.6K | 0.00% | +130+1.4% | Added |
| Vident Advisory, LLC | 9,551 | $287.8K | 0.01% | −6,905−42.0% | Reduced |
| Executive Wealth Management, LLC | 9,703 | $292.4K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 9,823 | $296.0K | 0.12% | +682+7.5% | Added |
| Cornercap Investment Counsel Inc | 9,946 | $299.7K | 0.10% | +9,946 | New |
| CarsonAllaria Wealth Management, Ltd. | 9,982 | $300.8K | 0.17% | +46+0.5% | Added |
| Dakota Wealth Management | 10,316 | $310.8K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 10,382 | $312.8K | 0.01% | −1,664−13.8% | Reduced |
| Proequities, Inc. | 11,070 | $318.0K | 0.02% | −465−4.0% | Reduced |
| Los Angeles Capital Management LLC | 10,792 | $325.2K | 0.00% | +10,792 | New |
| State of Wyoming | 10,846 | $326.8K | 0.04% | +7,061+186.6% | Added |
| Public Employees Retirement Association of Colorado | 11,066 | $333.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,136 | $335.5K | 0.00% | +4,176+60.0% | Added |
| Nissay Asset Management Corp | 11,344 | $336.7K | 0.00% | +1,849+19.5% | Added |
| Captrust Financial Advisors | 11,188 | $337.1K | 0.00% | −1,472−11.6% | Reduced |
| Concurrent Investment Advisors, LLC | 11,216 | $337.9K | 0.01% | −295−2.6% | Reduced |
| Perigon Wealth Management, LLC | 11,810 | $345.8K | 0.01% | +36+0.3% | Added |
| Johnson Financial Group, LLC | 11,533 | $347.5K | 0.04% | −451−3.8% | Reduced |
| Verdence Capital Advisors LLC | 11,558 | $348.2K | 0.03% | 00.0% | Unchanged |
| Intrua Financial, LLC | 12,464 | $375.5K | 0.06% | +991+8.6% | Added |
| Harbour Investments, Inc. | 12,522 | $377.3K | 0.01% | −140−1.1% | Reduced |
| DekaBank Deutsche Girozentrale | 16,310 | $394.0K | 0.00% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 13,396 | $403.6K | 0.01% | −327−2.4% | Reduced |
| Private Advisor Group, LLC | 13,496 | $406.6K | 0.00% | −857−6.0% | Reduced |
| Beacon Pointe Advisors, LLC | 14,004 | $421.9K | 0.00% | −11,255−44.6% | Reduced |
| Cerity Partners LLC | 14,299 | $430.3K | 0.00% | −218−1.5% | Reduced |
| STRS Ohio | 14,600 | $439.9K | 0.00% | +1,900+15.0% | Added |
| Van Eck Associates Corp | 14,711 | $443.0K | 0.00% | +3,000+25.6% | Added |
| Apollon Wealth Management, LLC | 14,769 | $445.0K | 0.01% | +1,654+12.6% | Added |
| Independent Financial Group, LLC | 15,382 | $463.5K | 0.02% | −889−5.5% | Reduced |
| Certified Advisory Corp | 15,694 | $472.9K | 0.05% | −1,264−7.5% | Reduced |
| KLP Kapitalforvaltning AS | 15,600 | $473.0K | 0.00% | +15,600 | New |
| Boothbay Fund Management, LLC | 15,916 | $479.5K | 0.01% | −86,806−84.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,004 | $482.2K | 0.00% | −6,512−28.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,365 | $493.1K | 0.01% | +4,499+37.9% | Added |
| Harvest Investment Services, LLC | 16,501 | $497.2K | 0.12% | −2,334−12.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,551 | $498.7K | 0.00% | +16,551 | New |
| Prospera Financial Services Inc | 17,056 | $513.9K | 0.01% | −178−1.0% | Reduced |
| Geneos Wealth Management Inc. | 17,416 | $524.7K | 0.02% | +1,910+12.3% | Added |
| Entropy Technologies, LP | 17,796 | $536.2K | 0.06% | +17,796 | New |
| IFM Investors Pty Ltd | 17,845 | $537.7K | 0.01% | +2,040+12.9% | Added |
| Significant Wealth Partners LLC | 18,107 | $545.6K | 0.28% | +18,107 | New |
| Mariner, LLC | 18,127 | $546.2K | 0.00% | −1,323−6.8% | Reduced |
| Two Sigma Advisers, LP | 18,200 | $548.4K | 0.00% | +18,200 | New |
| Shira Ridge Wealth Management | 18,569 | $559.5K | 0.27% | −7,045−27.5% | Reduced |
| Nisa Investment Advisors, LLC | 18,590 | $564.3K | 0.00% | +46+0.2% | Added |
| Dark Forest Capital Management LP | 18,953 | $571.1K | 0.08% | +18,953 | New |
| Cambria Investment Management, L.P. | 19,041 | $573.7K | 0.03% | +3,610+23.4% | Added |
| State Board of Administration of Florida Retirement System | 19,420 | $577.7K | 0.00% | −3,160−14.0% | Reduced |
| UniSuper Management Pty Ltd | 19,400 | $584.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 20,174 | $607.8K | 0.00% | 00.0% | Unchanged |
| Vanderbilt University | 20,438 | $616.0K | 0.12% | −5,727−21.9% | Reduced |
| Voya Investment Management LLC | 20,800 | $626.7K | 0.00% | −1,623−7.2% | Reduced |
| Warren Averett Asset Management, LLC | 21,304 | $641.9K | 0.01% | −549−2.5% | Reduced |
| ProShare Advisors LLC | 21,831 | $657.8K | 0.00% | +8,954+69.5% | Added |
| Allstate Corp | 21,975 | $662.1K | 0.02% | +21,975 | New |
| Bleakley Financial Group, LLC | 22,246 | $670.3K | 0.02% | +22,246 | New |
| Arizona State Retirement System | 22,384 | $674.4K | 0.00% | +2,840+14.5% | Added |
| American Century Companies Inc | 22,991 | $692.7K | 0.00% | +1,040+4.7% | Added |
| Pictet Asset Management Holding SA | 24,268 | $731.2K | 0.00% | +2,827+13.2% | Added |
| Cresset Asset Management, LLC | 24,962 | $754.0K | 0.00% | +8,306+49.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,025 | $754.0K | 0.00% | +13,056+109.1% | Added |
| Handelsbanken Fonder AB | 25,200 | $759.0K | 0.00% | +3,000+13.5% | Added |
| Daiwa Securities Group Inc. | 25,463 | $767.0K | 0.00% | +98+0.4% | Added |
| Koshinski Asset Management, Inc. | 26,718 | $805.0K | 0.07% | −2,099−7.3% | Reduced |
| Standard Life Aberdeen plc | 27,339 | $810.6K | 0.00% | +13,352+95.5% | Added |
| Bailard, Inc. | 27,113 | $816.9K | 0.02% | +27,113 | New |
| Calton & Associates, Inc. | 27,302 | $822.6K | 0.36% | +27,302 | New |
| Fox Run Management, L.L.C. | 27,363 | $824.4K | 0.15% | +5,713+26.4% | Added |
| New Age Alpha Advisors, LLC | 28,138 | $847.8K | 0.03% | +28,138 | New |
| Gamco Investors, Inc. Et Al | 28,500 | $858.7K | 0.01% | +28,500 | New |