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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 7,531 | $226.9K | 0.00% | +7,531 | New |
| PharVision Advisers, LLC | 7,505 | $226.1K | 0.19% | +7,505 | New |
| Investmark Advisory Group LLC | 7,478 | $225.3K | 0.11% | −488−6.1% | Reduced |
| Dynamic Financial Group | 7,476 | $225.3K | 0.23% | +7,476 | New |
| Lido Advisors, LLC | 7,300 | $220.6K | 0.00% | +7,300 | New |
| 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 |
| CIBC World Markets Corp | 7,254 | $218.6K | 0.00% | +7,254 | New |
| AE Wealth Management LLC | 7,158 | $215.7K | 0.00% | +7,158 | New |
| State of Wisconsin Investment Board | 7,198 | $214.1K | 0.00% | +7,198 | New |
| Integrated Wealth Concepts LLC | 7,083 | $213.4K | 0.00% | −459−6.1% | Reduced |
| Atria Wealth Solutions, Inc. | 7,050 | $212.4K | 0.00% | +7,050 | New |
| J.W. Cole Advisors, Inc. | 6,761 | $203.7K | 0.01% | −554−7.6% | Reduced |
| Truist Financial Corp | 6,755 | $203.5K | 0.00% | +6,755 | New |
| Virtus ETF Advisers LLC | 6,011 | $181.1K | 0.07% | −668−10.0% | Reduced |
| Global Financial Private Client, LLC | 5,752 | $173.3K | 0.06% | −240−4.0% | Reduced |
| EverSource Wealth Advisors, LLC | 5,133 | $154.6K | 0.01% | +3,462+207.2% | Added |
| Sandia Investment Management LP | 5,000 | $150.7K | 0.28% | 00.0% | Unchanged |
| US Bancorp | 4,566 | $137.6K | 0.00% | +756+19.8% | Added |
| Beacon Capital Management, LLC | 3,669 | $111.1K | 0.01% | +6+0.2% | Added |
| CIBC Private Wealth Group, LLC | 3,699 | $109.0K | 0.00% | +5+0.1% | Added |
| MAI Capital Management | 3,559 | $107.2K | 0.00% | +3,559 | New |
| McIlrath & Eck, LLC | 3,005 | $90.5K | 0.01% | −21−0.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,826 | $85.2K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,656 | $80.0K | 0.02% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 2,462 | $74.2K | 0.03% | +2,462 | New |
| Amalgamated Bank | 2,388 | $72.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,351 | $70.8K | 0.00% | −415−15.0% | Reduced |
| Private Trust Co NA | 2,307 | $69.5K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 2,240 | $67.5K | 0.00% | +332+17.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,152 | $63.9K | 0.00% | −482−18.3% | Reduced |
| Hantz Financial Services, Inc. | 2,091 | $63.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,046 | $61.6K | 0.00% | +465+29.4% | Added |
| Ameriflex Group, Inc. | 2,030 | $60.4K | 0.03% | +2,030 | New |
| Jones Financial Companies LLLP | 1,858 | $56.0K | 0.00% | +1,026+123.3% | Added |
| Parallel Advisors, LLC | 1,823 | $54.9K | 0.00% | +38+2.1% | Added |
| Quarry LP | 1,772 | $53.4K | 0.01% | +1,772 | New |
| Creekmur Asset Management LLC | 1,629 | $49.1K | 0.01% | +12+0.7% | Added |
| Atwood & Palmer Inc | 1,476 | $44.5K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,402 | $42.2K | 0.00% | +1,402 | New |
| Comerica Bank | 1,244 | $37.5K | 0.00% | +48+4.0% | Added |
| Plante Moran Financial Advisors, LLC | 1,176 | $35.4K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,104 | $33.3K | 0.01% | +8+0.7% | Added |
| Newbridge Financial Services Group, Inc. | 1,050 | $31.6K | 0.01% | −332−24.0% | Reduced |
| Aspect Partners, LLC | 1,018 | $30.7K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 972 | $29.3K | 0.00% | −141−12.7% | Reduced |
| Farmers & Merchants Investments Inc | 942 | $28.4K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 905 | $27.3K | 0.02% | +905 | New |
| Spire Wealth Management | 824 | $24.8K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 804 | $24.2K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 809 | $23.7K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 754 | $22.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 748 | $22.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 739 | $22.3K | 0.00% | +577+356.2% | Added |
| MeadowBrook Investment Advisors LLC | 675 | $20.3K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 622 | $18.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 597 | $18.0K | 0.00% | +16+2.8% | Added |
| Cranbrook Wealth Management, LLC | 591 | $17.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 494 | $14.9K | 0.00% | +75+17.9% | Added |
| Creative Financial Designs Inc | 481 | $14.5K | 0.00% | +2+0.4% | Added |
| Ronald Blue Trust, Inc. | 456 | $13.7K | 0.00% | −166−26.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 455 | $13.7K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 410 | $12.4K | 0.01% | +410 | New |
| Robinswood Financial LLC | 385 | $11.6K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 384 | $11.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 373 | $11.2K | 0.01% | +373 | New |
| Semmax Financial Advisors Inc. | 353 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 360 | $10.8K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 350 | $10.6K | 0.00% | +350 | New |
| ORG Partners LLC | 333 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 318 | $9.58K | 0.00% | −17,909−98.3% | Reduced |
| CoreCap Advisors, LLC | 304 | $9.16K | 0.00% | −1,082−78.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 293 | $8.89K | 0.00% | −517−63.8% | Reduced |
| NewSquare Capital LLC | 295 | $8.89K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 293 | $8.83K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 287 | $8.65K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 279 | $8.39K | 0.00% | +3+1.1% | Added |
| Farther Finance Advisors, LLC | 272 | $8.19K | 0.00% | −144−34.6% | Reduced |
| Assetmark, Inc | 269 | $8.11K | 0.00% | +25+10.2% | Added |
| Dunhill Financial, LLC | 265 | $8.00K | 0.00% | +2+0.8% | Added |
| Salem Investment Counselors Inc | 257 | $7.80K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 247 | $7.44K | 0.00% | +112+83.0% | Added |
| Christopher J. Hasenberg, Inc | 234 | $7.05K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 233 | $7.02K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 230 | $6.93K | 0.00% | +230 | New |
| Sittner & Nelson, LLC | 203 | $6.12K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 181 | $5.45K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 161 | $4.84K | 0.00% | +161 | New |
| WFA Asset Management Corp | 160 | $4.82K | 0.00% | +1+0.6% | Added |
| Salomon & Ludwin, LLC | 152 | $4.58K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 146 | $4.40K | 0.00% | +146 | New |
| Continuum Advisory, LLC | 145 | $4.37K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 145 | $4.37K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 142 | $4.28K | 0.00% | +142 | New |
| GAMMA Investing LLC | 135 | $4.07K | 0.00% | +26+23.9% | Added |
| Richard W. Paul & Associates, LLC | 134 | $4.04K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 130 | $3.92K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 128 | $3.89K | 0.00% | +1+0.8% | Added |
| Lindbrook Capital, LLC | 89 | $2.68K | 0.00% | 00.0% | Unchanged |