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, Q1 2025
Institutional positions in InvenTrust Properties Corp. as of Mar 31, 2025. 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
- 301
- −2 vs. Q4 2024
- Shares held
- 55.0M
- +2.21M (+4.2%) vs. Q4 2024
- Total value
- $1.61B
- +$21.4M (+1.3%) vs. Q4 2024
- New holders
- 38
- 98 more added
- Sold out
- 40
- 103 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $132 | 0.00% | −261−98.5% | Reduced |
| Motco | 10 | $294 | 0.00% | +10 | New |
| Stephens Consulting, LLC | 15 | $441 | 0.00% | +15 | New |
| True Wealth Design, LLC | 15 | $441 | 0.00% | +15 | New |
| Lindbrook Capital, LLC | 24 | $705 | 0.00% | −65−73.0% | Reduced |
| The PNC Financial Services Group, Inc. | 30 | $881 | 0.00% | −43−58.9% | Reduced |
| Parkside Financial Bank & Trust | 40 | $1.18K | 0.00% | +40 | New |
| Fortitude Family Office, LLC | 46 | $1.35K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 50 | $1.47K | 0.00% | +50 | New |
| Strategic Investment Solutions, Inc. | 61 | $1.79K | 0.00% | +61 | New |
| Skopos Labs, Inc. | 64 | $1.88K | 0.00% | +64 | New |
| Cedar Mountain Advisors, LLC | 66 | $1.94K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 62 | $2.00K | 0.00% | +22+55.0% | Added |
| Bell Investment Advisors, Inc | 83 | $2.44K | 0.00% | +27+48.2% | Added |
| Quarry LP | 98 | $2.88K | 0.00% | −1,674−94.5% | Reduced |
| Fifth Third Bancorp | 100 | $2.94K | 0.00% | +100 | New |
| Bessemer Group Inc | 110 | $3.00K | 0.00% | −10−8.3% | Reduced |
| Rothschild Investment LLC | 120 | $3.52K | 0.00% | +50+71.4% | Added |
| Valued Wealth Advisors LLC | 128 | $3.80K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 130 | $3.82K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 156 | $4.01K | 0.00% | −4−2.5% | Reduced |
| Continuum Advisory, LLC | 145 | $4.26K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 146 | $4.29K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 152 | $4.46K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 161 | $4.84K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 181 | $5.32K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 193 | $5.66K | 0.00% | +193 | New |
| Sittner & Nelson, LLC | 203 | $5.96K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 230 | $6.75K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 233 | $6.84K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 234 | $6.88K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 239 | $7.02K | 0.00% | +104+77.0% | Added |
| Salem Investment Counselors Inc | 257 | $7.61K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 273 | $8.02K | 0.00% | −31−10.2% | Reduced |
| Pineridge Advisors LLC | 281 | $8.24K | 0.00% | +2+0.7% | Added |
| Clearstead Advisors, LLC | 287 | $8.43K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 295 | $8.66K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 293 | $8.68K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 293 | $8.83K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 315 | $9.24K | 0.00% | −1,314−80.7% | Reduced |
| Versant Capital Management, Inc | 316 | $9.28K | 0.00% | +174+122.5% | Added |
| ORG Partners LLC | 333 | $9.80K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 353 | $9.92K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 360 | $10.6K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 373 | $11.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 384 | $11.3K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 385 | $11.3K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 388 | $11.4K | 0.00% | +388 | New |
| Kiker Wealth Management, LLC | 408 | $12.0K | 0.01% | +408 | New |
| Larson Financial Group LLC | 444 | $13.0K | 0.00% | −50−10.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 455 | $13.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 456 | $13.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 482 | $14.2K | 0.00% | +1+0.2% | Added |
| Bare Financial Services, Inc | 500 | $14.7K | 0.01% | −304−37.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 550 | $16.2K | 0.00% | −500−47.6% | Reduced |
| Cranbrook Wealth Management, LLC | 591 | $17.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 622 | $18.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 644 | $18.9K | 0.00% | +47+7.9% | Added |
| MeadowBrook Investment Advisors LLC | 675 | $19.8K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 695 | $20.4K | 0.00% | +695 | New |
| Farther Finance Advisors, LLC | 702 | $20.7K | 0.00% | +430+158.1% | Added |
| Assetmark, Inc | 737 | $21.6K | 0.00% | +468+174.0% | Added |
| Asset Dedication, LLC | 739 | $21.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 750 | $21.9K | 0.00% | −1,108−59.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 754 | $22.1K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 816 | $22.8K | 0.01% | +7+0.9% | Added |
| Millstone Evans Group, LLC | 905 | $26.6K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 951 | $27.9K | 0.00% | −4,182−81.5% | Reduced |
| Aspect Partners, LLC | 1,018 | $29.9K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,113 | $32.7K | 0.01% | +9+0.8% | Added |
| Plante Moran Financial Advisors, LLC | 1,176 | $34.5K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,184 | $35.3K | 0.01% | +1,184 | New |
| Avalon Trust Co | 1,230 | $36.1K | 0.00% | +1,230 | New |
| Principal Securities, Inc. | 1,219 | $36.7K | 0.00% | +247+25.4% | Added |
| Parallel Advisors, LLC | 1,334 | $39.2K | 0.00% | −489−26.8% | Reduced |
| GF Fund Management Co. Ltd. | 1,461 | $42.9K | 0.00% | +59+4.2% | Added |
| Bernard Wealth Management Corp. | 1,473 | $43.3K | 0.02% | −989−40.2% | Reduced |
| GWM Advisors LLC | 1,592 | $46.8K | 0.00% | −454−22.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,942 | $57.0K | 0.00% | +1,942 | New |
| Ameriflex Group, Inc. | 2,030 | $59.6K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,083 | $60.9K | 0.00% | −69−3.2% | Reduced |
| Hantz Financial Services, Inc. | 2,091 | $61.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,245 | $65.9K | 0.00% | +1,001+80.5% | Added |
| Tower Research Capital LLC (TRC) | 2,256 | $66.3K | 0.00% | −95−4.0% | Reduced |
| Beacon Capital Management, LLC | 2,275 | $66.8K | 0.01% | −1,394−38.0% | Reduced |
| Private Trust Co NA | 2,307 | $67.8K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 2,684 | $79.0K | 0.00% | +296+12.4% | Added |
| McIlrath & Eck, LLC | 3,005 | $88.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,475 | $90.2K | 0.00% | −224−6.1% | Reduced |
| MAI Capital Management | 3,562 | $104.6K | 0.00% | +3+0.1% | Added |
| KBC Group NV | 3,760 | $110.0K | 0.00% | +3,760 | New |
| IFP Advisors, Inc | 4,670 | $137.2K | 0.00% | −3,849−45.2% | Reduced |
| Virtus Investment Advisers, Inc. | 5,030 | $147.7K | 0.04% | +5,030 | New |
| Global Financial Private Client, LLC | 5,752 | $168.9K | 0.06% | 00.0% | Unchanged |
| M&G Plc | 6,247 | $181.2K | 0.00% | +6,247 | New |
| Spire Wealth Management | 6,259 | $183.8K | 0.01% | +5,435+659.6% | Added |
| Truist Financial Corp | 7,016 | $206.0K | 0.00% | +261+3.9% | Added |
| Sequoia Financial Advisors, LLC | 7,020 | $206.2K | 0.00% | −511−6.8% | Reduced |
| SG Americas Securities, LLC | 7,191 | $211.0K | 0.00% | +7,191 | New |