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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 7,338 | $215.5K | 0.01% | +7,338 | New |
| Affinity Wealth Management LLC | 7,353 | $216.0K | 0.04% | +7,353 | New |
| Investmark Advisory Group LLC | 7,354 | $216.0K | 0.11% | −124−1.7% | Reduced |
| Sigma Planning Corp | 7,390 | $217.0K | 0.01% | −181−2.4% | Reduced |
| International Assets Investment Management, LLC | 7,567 | $222.2K | 0.02% | −875−10.4% | Reduced |
| Longboard Asset Management, LP | 7,572 | $222.4K | 0.65% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 7,723 | $226.8K | 0.00% | +525+7.3% | Added |
| Dakota Wealth Management | 7,726 | $226.9K | 0.01% | −2,590−25.1% | Reduced |
| Brookstone Capital Management | 7,849 | $230.5K | 0.00% | −475−5.7% | Reduced |
| Ameritas Investment Partners, Inc. | 8,109 | $238.2K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 8,141 | $239.0K | 0.00% | +8,141 | New |
| Madden Advisory Services, Inc. | 8,173 | $240.0K | 0.11% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 8,247 | $242.2K | 0.12% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 8,289 | $243.4K | 0.00% | −63,757−88.5% | Reduced |
| MML Investors Services, LLC | 8,391 | $246.0K | 0.00% | +234+2.9% | Added |
| BNP Paribas Arbitrage, SA | 8,505 | $249.8K | 0.00% | −452−5.0% | Reduced |
| Concurrent Investment Advisors, LLC | 8,591 | $252.3K | 0.01% | −2,625−23.4% | Reduced |
| CWM, LLC | 8,712 | $256.0K | 0.00% | −402−4.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,846 | $259.8K | 0.00% | +506+6.1% | Added |
| SkyOak Wealth, LLC | 8,885 | $261.0K | 0.06% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 10,574 | $263.0K | 0.27% | 00.0% | Unchanged |
| Victory Capital Management Inc | 9,293 | $272.9K | 0.00% | −204−2.1% | Reduced |
| Focus Financial Network, Inc. | 9,431 | $277.0K | 0.01% | −951−9.2% | Reduced |
| Cresset Asset Management, LLC | 9,400 | $278.3K | 0.00% | −15,562−62.3% | Reduced |
| Allworth Financial LP | 10,098 | $278.7K | 0.00% | +1,106+12.3% | Added |
| Captrust Financial Advisors | 9,658 | $283.6K | 0.00% | −1,530−13.7% | Reduced |
| Two Sigma Advisers, LP | 9,800 | $287.8K | 0.00% | −8,400−46.2% | Reduced |
| Northwest & Ethical Investments L.P. | 9,942 | $291.5K | 0.01% | +9,942 | New |
| CarsonAllaria Wealth Management, Ltd. | 10,029 | $294.6K | 0.17% | +47+0.5% | Added |
| Merit Financial Group, LLC | 10,079 | $296.0K | 0.00% | +10,079 | New |
| AQR Capital Management LLC | 10,282 | $302.0K | 0.00% | +2,331+29.3% | Added |
| US Bancorp | 10,530 | $309.3K | 0.00% | +5,964+130.6% | Added |
| Los Angeles Capital Management LLC | 10,787 | $316.8K | 0.00% | −50.0% | Reduced |
| Harbour Investments, Inc. | 10,923 | $320.8K | 0.01% | −1,599−12.8% | Reduced |
| Public Employees Retirement Association of Colorado | 11,066 | $325.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 11,328 | $332.7K | 0.15% | +1,505+15.3% | Added |
| Johnson Financial Group, LLC | 11,533 | $338.7K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 11,558 | $339.5K | 0.03% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 11,621 | $341.3K | 0.00% | +277+2.4% | Added |
| Perigon Wealth Management, LLC | 11,621 | $341.3K | 0.01% | −189−1.6% | Reduced |
| Smallwood Wealth Investment Management, LLC | 11,720 | $344.2K | 0.22% | +2,445+26.4% | Added |
| Intrua Financial, LLC | 11,897 | $349.4K | 0.05% | −567−4.5% | Reduced |
| Wolverine Asset Management LLC | 12,530 | $368.0K | 0.01% | +12,212+3,840.3% | Added |
| Private Advisor Group, LLC | 12,788 | $375.6K | 0.00% | −708−5.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 13,812 | $405.7K | 0.01% | +416+3.1% | Added |
| Beacon Pointe Advisors, LLC | 14,025 | $411.9K | 0.00% | +21+0.1% | Added |
| DekaBank Deutsche Girozentrale | 16,310 | $414.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 14,176 | $416.3K | 0.05% | −28,011−66.4% | Reduced |
| Apollon Wealth Management, LLC | 14,554 | $427.4K | 0.01% | −215−1.5% | Reduced |
| STRS Ohio | 14,600 | $428.8K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 14,768 | $433.7K | 0.00% | +5,255+55.2% | Added |
| Cerity Partners LLC | 14,844 | $436.0K | 0.00% | +545+3.8% | Added |
| State of Wyoming | 15,003 | $440.6K | 0.06% | +4,157+38.3% | Added |
| Van Eck Associates Corp | 15,323 | $450.0K | 0.00% | +612+4.2% | Added |
| Certified Advisory Corp | 15,347 | $450.7K | 0.05% | −347−2.2% | Reduced |
| Independent Financial Group, LLC | 15,382 | $451.8K | 0.02% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 15,487 | $454.9K | 0.14% | +7,934+105.0% | Added |
| IFM Investors Pty Ltd | 15,565 | $457.1K | 0.00% | −2,280−12.8% | Reduced |
| Warren Averett Asset Management, LLC | 15,682 | $460.6K | 0.01% | −5,622−26.4% | Reduced |
| KLP Kapitalforvaltning AS | 15,600 | $461.3K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,365 | $480.6K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 16,417 | $482.2K | 0.00% | −7,851−32.4% | Reduced |
| Geneos Wealth Management Inc. | 16,517 | $485.1K | 0.02% | −899−5.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,551 | $486.1K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 16,782 | $492.9K | 0.00% | −5,049−23.1% | Reduced |
| Prospera Financial Services Inc | 17,005 | $499.4K | 0.01% | −51−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 17,044 | $500.6K | 0.00% | +1,040+6.5% | Added |
| Nisa Investment Advisors, LLC | 16,966 | $502.9K | 0.00% | −1,624−8.7% | Reduced |
| Harvest Investment Services, LLC | 17,123 | $502.9K | 0.14% | +622+3.8% | Added |
| CIBC World Markets Corp | 17,200 | $505.2K | 0.00% | +9,946+137.1% | Added |
| Mariner, LLC | 19,135 | $562.0K | 0.00% | +1,008+5.6% | Added |
| J.W. Cole Advisors, Inc. | 19,285 | $566.4K | 0.02% | +12,524+185.2% | Added |
| State Board of Administration of Florida Retirement System | 19,420 | $570.4K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 19,792 | $581.3K | 0.00% | −1,008−4.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 21,097 | $619.6K | 0.01% | −18,951−47.3% | Reduced |
| Elo Mutual Pension Insurance Co | 21,230 | $623.5K | 0.01% | +21,230 | New |
| Fox Run Management, L.L.C. | 21,264 | $624.5K | 0.10% | −6,099−22.3% | Reduced |
| Significant Wealth Partners LLC | 21,487 | $631.1K | 0.32% | +3,380+18.7% | Added |
| Dynamic Technology Lab Private Ltd | 21,524 | $632.0K | 0.09% | +21,524 | New |
| Allstate Corp | 21,975 | $645.4K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 22,000 | $646.1K | 0.00% | +2,600+13.4% | Added |
| Arizona State Retirement System | 22,125 | $649.8K | 0.00% | −259−1.2% | Reduced |
| Vanderbilt University | 23,220 | $682.0K | 0.13% | +2,782+13.6% | Added |
| Quantbot Technologies LP | 23,400 | $687.3K | 0.02% | +23,400 | New |
| New York State Common Retirement Fund | 23,974 | $704.1K | 0.00% | +3,800+18.8% | Added |
| American Century Companies Inc | 24,399 | $716.6K | 0.00% | +1,408+6.1% | Added |
| SEI Investments Co | 24,471 | $718.7K | 0.00% | −14,673−37.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,025 | $735.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 25,200 | $740.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 25,467 | $748.0K | 0.05% | +25,467 | New |
| Daiwa Securities Group Inc. | 26,602 | $781.0K | 0.00% | +1,139+4.5% | Added |
| Koshinski Asset Management, Inc. | 27,031 | $793.9K | 0.07% | +313+1.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,283 | $801.3K | 0.00% | +27,283 | New |
| Summit Global Investments | 27,694 | $813.0K | 0.06% | +27,694 | New |
| Gamco Investors, Inc. Et Al | 28,500 | $837.0K | 0.01% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 28,710 | $843.2K | 0.00% | +1,371+5.0% | Added |
| Calton & Associates, Inc. | 29,873 | $877.4K | 0.20% | +2,571+9.4% | Added |
| Resona Asset Management Co.,Ltd. | 33,625 | $983.0K | 0.01% | +2,762+8.9% | Added |
| Janus Henderson Group PLC | 33,872 | $990.1K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 34,786 | $1.02M | 0.00% | +34,786 | New |