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, Q2 2025
Institutional positions in InvenTrust Properties Corp. as of Jun 30, 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
- 304
- +4 vs. Q1 2025
- Shares held
- 56.0M
- +992.6K (+1.8%) vs. Q1 2025
- Total value
- $1.54B
- −$77.2M (−4.8%) vs. Q1 2025
- New holders
- 36
- 95 more added
- Sold out
- 32
- 107 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creekmur Asset Management LLC | 1 | $16 | 0.00% | −314−99.7% | Reduced |
| TFC Financial Management | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 5 | $137 | 0.00% | +5 | New |
| True Wealth Design, LLC | 7 | $192 | 0.00% | −8−53.3% | Reduced |
| Motco | 10 | $276 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 14 | $384 | 0.00% | +14 | New |
| Parkside Financial Bank & Trust | 20 | $548 | 0.00% | −20−50.0% | Reduced |
| Total Investment Management Inc | 33 | $904 | 0.00% | +33 | New |
| Fortitude Family Office, LLC | 36 | $986 | 0.00% | −10−21.7% | Reduced |
| Covestor Ltd | 36 | $1.00K | 0.00% | −26−41.9% | Reduced |
| The PNC Financial Services Group, Inc. | 37 | $1.01K | 0.00% | +7+23.3% | Added |
| Skopos Labs, Inc. | 43 | $1.18K | 0.00% | −21−32.8% | Reduced |
| Bell Investment Advisors, Inc | 56 | $1.53K | 0.00% | −27−32.5% | Reduced |
| Strategic Investment Solutions, Inc. | 61 | $1.67K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 67 | $1.82K | 0.00% | +1+1.5% | Added |
| Rothschild Investment LLC | 75 | $2.06K | 0.00% | −45−37.5% | Reduced |
| Beacon Capital Management, Inc. | 100 | $2.74K | 0.00% | +100 | New |
| Caldwell Trust Co | 106 | $2.90K | 0.00% | +106 | New |
| Bessemer Group Inc | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 128 | $3.54K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 130 | $3.56K | 0.00% | −109−45.6% | Reduced |
| Blume Capital Management, Inc. | 130 | $3.56K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 136 | $3.73K | 0.00% | +38+38.8% | Added |
| WFA Asset Management Corp | 157 | $3.90K | 0.00% | +1+0.6% | Added |
| BankPlus Trust Department | 146 | $4.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 152 | $4.15K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 161 | $4.40K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 181 | $4.96K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 182 | $4.98K | 0.00% | +182 | New |
| Sittner & Nelson, LLC | 203 | $5.56K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 230 | $6.30K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 233 | $6.38K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 234 | $6.41K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 250 | $6.85K | 0.00% | −23−8.4% | Reduced |
| Salem Investment Counselors Inc | 257 | $7.10K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 283 | $7.76K | 0.00% | +2+0.7% | Added |
| Clearstead Advisors, LLC | 287 | $7.86K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 293 | $8.03K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 295 | $8.08K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 293 | $8.10K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 330 | $9.04K | 0.00% | −688−67.6% | Reduced |
| ORG Partners LLC | 333 | $9.11K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 353 | $9.53K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 360 | $9.86K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 373 | $10.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 384 | $10.5K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 385 | $10.5K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 408 | $11.2K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 455 | $12.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 456 | $12.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 477 | $13.1K | 0.00% | −742−60.9% | Reduced |
| Creative Financial Designs Inc | 484 | $13.3K | 0.00% | +2+0.4% | Added |
| Bare Financial Services, Inc | 500 | $13.7K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 500 | $13.7K | 0.00% | +500 | New |
| Newbridge Financial Services Group, Inc. | 550 | $15.1K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 591 | $16.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 622 | $17.0K | 0.00% | +178+40.1% | Added |
| Signaturefd, LLC | 632 | $17.3K | 0.00% | −12−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 650 | $17.8K | 0.00% | +28+4.5% | Added |
| Farther Finance Advisors, LLC | 661 | $18.1K | 0.00% | −41−5.8% | Reduced |
| Jones Financial Companies LLLP | 700 | $19.3K | 0.00% | −50−6.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 721 | $19.8K | 0.00% | +721 | New |
| Asset Dedication, LLC | 739 | $20.2K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 754 | $20.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 755 | $20.7K | 0.00% | +755 | New |
| Advantage Trust Co | 756 | $20.7K | 0.01% | +756 | New |
| Bear Mountain Capital, Inc. | 823 | $22.2K | 0.01% | +7+0.9% | Added |
| Strategic Wealth Partners, Ltd. | 825 | $22.6K | 0.00% | +825 | New |
| Millstone Evans Group, LLC | 905 | $24.8K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 950 | $26.0K | 0.00% | +950 | New |
| Assetmark, Inc | 967 | $26.5K | 0.00% | +230+31.2% | Added |
| Gitterman Wealth Management, LLC | 1,096 | $30.0K | 0.01% | +1,096 | New |
| Winch Advisory Services, LLC | 1,123 | $30.8K | 0.01% | +10+0.9% | Added |
| Plante Moran Financial Advisors, LLC | 1,176 | $32.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,250 | $34.3K | 0.00% | +1,250 | New |
| Parallel Advisors, LLC | 1,334 | $36.6K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,366 | $37.4K | 0.00% | −95−6.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,369 | $37.5K | 0.00% | +418+44.0% | Added |
| Quaker Wealth Management, LLC | 1,447 | $39.6K | 0.01% | +1,447 | New |
| Bernard Wealth Management Corp. | 1,486 | $40.7K | 0.02% | +13+0.9% | Added |
| GWM Advisors LLC | 1,562 | $42.8K | 0.00% | −30−1.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,586 | $43.0K | 0.00% | +1,586 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,604 | $44.0K | 0.00% | −479−23.0% | Reduced |
| Trust Co of Toledo NA | 1,720 | $47.1K | 0.01% | +1,720 | New |
| Hantz Financial Services, Inc. | 2,091 | $57.0K | 0.00% | 00.0% | Unchanged |
| Bulwark Capital Corp | 2,088 | $57.2K | 0.05% | +2,088 | New |
| Versant Capital Management, Inc | 2,146 | $58.8K | 0.01% | +1,830+579.1% | Added |
| Spire Wealth Management | 2,215 | $60.7K | 0.00% | −4,044−64.6% | Reduced |
| Comerica Bank | 2,291 | $62.8K | 0.00% | +46+2.0% | Added |
| Beacon Capital Management, LLC | 2,295 | $62.9K | 0.01% | +20+0.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,147 | $63.1K | 0.02% | +2,147 | New |
| Private Trust Co NA | 2,307 | $63.2K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,598 | $71.0K | 0.00% | −1,162−30.9% | Reduced |
| Amalgamated Bank | 2,684 | $74.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,005 | $82.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,480 | $95.3K | 0.00% | +5+0.1% | Added |
| MAI Capital Management | 3,574 | $97.9K | 0.00% | +12+0.3% | Added |
| Aster Capital Management (DIFC) Ltd | 3,693 | $101.2K | 0.02% | +2,509+211.9% | Added |
| Walleye Trading LLC | 3,783 | $103.7K | 0.00% | +3,783 | New |
| Kempen Capital Management N.V. | 4,228 | $115.8K | 0.00% | −130,711−96.9% | Reduced |