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 |
| SG Americas Securities, LLC | 7,191 | $211.0K | 0.00% | +7,191 | New |
| Sequoia Financial Advisors, LLC | 7,020 | $206.2K | 0.00% | −511−6.8% | Reduced |
| Truist Financial Corp | 7,016 | $206.0K | 0.00% | +261+3.9% | Added |
| Spire Wealth Management | 6,259 | $183.8K | 0.01% | +5,435+659.6% | Added |
| M&G Plc | 6,247 | $181.2K | 0.00% | +6,247 | New |
| Global Financial Private Client, LLC | 5,752 | $168.9K | 0.06% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 5,030 | $147.7K | 0.04% | +5,030 | New |
| IFP Advisors, Inc | 4,670 | $137.2K | 0.00% | −3,849−45.2% | Reduced |
| KBC Group NV | 3,760 | $110.0K | 0.00% | +3,760 | New |
| MAI Capital Management | 3,562 | $104.6K | 0.00% | +3+0.1% | Added |
| CIBC Private Wealth Group, LLC | 3,475 | $90.2K | 0.00% | −224−6.1% | Reduced |
| McIlrath & Eck, LLC | 3,005 | $88.3K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 2,684 | $79.0K | 0.00% | +296+12.4% | Added |
| Private Trust Co NA | 2,307 | $67.8K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2,275 | $66.8K | 0.01% | −1,394−38.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,256 | $66.3K | 0.00% | −95−4.0% | Reduced |
| Comerica Bank | 2,245 | $65.9K | 0.00% | +1,001+80.5% | Added |
| Hantz Financial Services, Inc. | 2,091 | $61.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,083 | $60.9K | 0.00% | −69−3.2% | Reduced |
| Ameriflex Group, Inc. | 2,030 | $59.6K | 0.02% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,942 | $57.0K | 0.00% | +1,942 | New |
| GWM Advisors LLC | 1,592 | $46.8K | 0.00% | −454−22.2% | Reduced |
| Bernard Wealth Management Corp. | 1,473 | $43.3K | 0.02% | −989−40.2% | Reduced |
| GF Fund Management Co. Ltd. | 1,461 | $42.9K | 0.00% | +59+4.2% | Added |
| Parallel Advisors, LLC | 1,334 | $39.2K | 0.00% | −489−26.8% | Reduced |
| Principal Securities, Inc. | 1,219 | $36.7K | 0.00% | +247+25.4% | Added |
| Avalon Trust Co | 1,230 | $36.1K | 0.00% | +1,230 | New |
| Aster Capital Management (DIFC) Ltd | 1,184 | $35.3K | 0.01% | +1,184 | New |
| Plante Moran Financial Advisors, LLC | 1,176 | $34.5K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,113 | $32.7K | 0.01% | +9+0.8% | Added |
| Aspect Partners, LLC | 1,018 | $29.9K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 951 | $27.9K | 0.00% | −4,182−81.5% | Reduced |
| Millstone Evans Group, LLC | 905 | $26.6K | 0.02% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 816 | $22.8K | 0.01% | +7+0.9% | Added |
| Cherry Tree Wealth Management, LLC | 754 | $22.1K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 750 | $21.9K | 0.00% | −1,108−59.6% | Reduced |
| Asset Dedication, LLC | 739 | $21.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 737 | $21.6K | 0.00% | +468+174.0% | Added |
| Farther Finance Advisors, LLC | 702 | $20.7K | 0.00% | +430+158.1% | Added |
| USA Financial Portformulas Corp | 695 | $20.4K | 0.00% | +695 | New |
| MeadowBrook Investment Advisors LLC | 675 | $19.8K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 644 | $18.9K | 0.00% | +47+7.9% | Added |
| Steward Partners Investment Advisory, LLC | 622 | $18.3K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 591 | $17.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 550 | $16.2K | 0.00% | −500−47.6% | Reduced |
| Bare Financial Services, Inc | 500 | $14.7K | 0.01% | −304−37.8% | Reduced |
| Creative Financial Designs Inc | 482 | $14.2K | 0.00% | +1+0.2% | Added |
| Ronald Blue Trust, Inc. | 456 | $13.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 455 | $13.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 444 | $13.0K | 0.00% | −50−10.1% | Reduced |
| Kiker Wealth Management, LLC | 408 | $12.0K | 0.01% | +408 | New |
| Coldstream Capital Management Inc | 388 | $11.4K | 0.00% | +388 | New |
| Robinswood Financial LLC | 385 | $11.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 384 | $11.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 373 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 360 | $10.6K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 353 | $9.92K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 333 | $9.80K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 316 | $9.28K | 0.00% | +174+122.5% | Added |
| Creekmur Asset Management LLC | 315 | $9.24K | 0.00% | −1,314−80.7% | Reduced |
| Armstrong Advisory Group, Inc | 293 | $8.83K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 293 | $8.68K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 295 | $8.66K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 287 | $8.43K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 281 | $8.24K | 0.00% | +2+0.7% | Added |
| CoreCap Advisors, LLC | 273 | $8.02K | 0.00% | −31−10.2% | Reduced |
| Salem Investment Counselors Inc | 257 | $7.61K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 239 | $7.02K | 0.00% | +104+77.0% | Added |
| Christopher J. Hasenberg, Inc | 234 | $6.88K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 233 | $6.84K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 230 | $6.75K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 203 | $5.96K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 193 | $5.66K | 0.00% | +193 | New |
| NVWM, LLC | 181 | $5.32K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 161 | $4.84K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 152 | $4.46K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 146 | $4.29K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 145 | $4.26K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 156 | $4.01K | 0.00% | −4−2.5% | Reduced |
| Blume Capital Management, Inc. | 130 | $3.82K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 128 | $3.80K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 120 | $3.52K | 0.00% | +50+71.4% | Added |
| Bessemer Group Inc | 110 | $3.00K | 0.00% | −10−8.3% | Reduced |
| Fifth Third Bancorp | 100 | $2.94K | 0.00% | +100 | New |
| Quarry LP | 98 | $2.88K | 0.00% | −1,674−94.5% | Reduced |
| Bell Investment Advisors, Inc | 83 | $2.44K | 0.00% | +27+48.2% | Added |
| Covestor Ltd | 62 | $2.00K | 0.00% | +22+55.0% | Added |
| Cedar Mountain Advisors, LLC | 66 | $1.94K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 64 | $1.88K | 0.00% | +64 | New |
| Strategic Investment Solutions, Inc. | 61 | $1.79K | 0.00% | +61 | New |
| AdvisorNet Financial, Inc | 50 | $1.47K | 0.00% | +50 | New |
| Fortitude Family Office, LLC | 46 | $1.35K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 40 | $1.18K | 0.00% | +40 | New |
| The PNC Financial Services Group, Inc. | 30 | $881 | 0.00% | −43−58.9% | Reduced |
| Lindbrook Capital, LLC | 24 | $705 | 0.00% | −65−73.0% | Reduced |
| Stephens Consulting, LLC | 15 | $441 | 0.00% | +15 | New |
| True Wealth Design, LLC | 15 | $441 | 0.00% | +15 | New |
| Motco | 10 | $294 | 0.00% | +10 | New |
| Dunhill Financial, LLC | 4 | $132 | 0.00% | −261−98.5% | Reduced |