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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 5,732 | $157.1K | 0.00% | −17,668−75.5% | Reduced |
| IFP Advisors, Inc | 4,515 | $134.1K | 0.00% | −155−3.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,485 | $122.9K | 0.00% | +4,485 | New |
| FIL Ltd | 4,480 | $122.8K | 0.00% | +4,480 | New |
| Kempen Capital Management N.V. | 4,228 | $115.8K | 0.00% | −130,711−96.9% | Reduced |
| Walleye Trading LLC | 3,783 | $103.7K | 0.00% | +3,783 | New |
| Aster Capital Management (DIFC) Ltd | 3,693 | $101.2K | 0.02% | +2,509+211.9% | Added |
| MAI Capital Management | 3,574 | $97.9K | 0.00% | +12+0.3% | Added |
| CIBC Private Wealth Group, LLC | 3,480 | $95.3K | 0.00% | +5+0.1% | Added |
| McIlrath & Eck, LLC | 3,005 | $82.3K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 2,684 | $74.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,598 | $71.0K | 0.00% | −1,162−30.9% | Reduced |
| Private Trust Co NA | 2,307 | $63.2K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,147 | $63.1K | 0.02% | +2,147 | New |
| Beacon Capital Management, LLC | 2,295 | $62.9K | 0.01% | +20+0.9% | Added |
| Comerica Bank | 2,291 | $62.8K | 0.00% | +46+2.0% | Added |
| Spire Wealth Management | 2,215 | $60.7K | 0.00% | −4,044−64.6% | Reduced |
| Versant Capital Management, Inc | 2,146 | $58.8K | 0.01% | +1,830+579.1% | Added |
| Bulwark Capital Corp | 2,088 | $57.2K | 0.05% | +2,088 | New |
| Hantz Financial Services, Inc. | 2,091 | $57.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,720 | $47.1K | 0.01% | +1,720 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,604 | $44.0K | 0.00% | −479−23.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,586 | $43.0K | 0.00% | +1,586 | New |
| GWM Advisors LLC | 1,562 | $42.8K | 0.00% | −30−1.9% | Reduced |
| Bernard Wealth Management Corp. | 1,486 | $40.7K | 0.02% | +13+0.9% | Added |
| Quaker Wealth Management, LLC | 1,447 | $39.6K | 0.01% | +1,447 | New |
| EverSource Wealth Advisors, LLC | 1,369 | $37.5K | 0.00% | +418+44.0% | Added |
| GF Fund Management Co. Ltd. | 1,366 | $37.4K | 0.00% | −95−6.5% | Reduced |
| Parallel Advisors, LLC | 1,334 | $36.6K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,250 | $34.3K | 0.00% | +1,250 | New |
| Plante Moran Financial Advisors, LLC | 1,176 | $32.2K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,123 | $30.8K | 0.01% | +10+0.9% | Added |
| Gitterman Wealth Management, LLC | 1,096 | $30.0K | 0.01% | +1,096 | New |
| Assetmark, Inc | 967 | $26.5K | 0.00% | +230+31.2% | Added |
| Loomis Sayles & Co L P | 950 | $26.0K | 0.00% | +950 | New |
| Millstone Evans Group, LLC | 905 | $24.8K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 825 | $22.6K | 0.00% | +825 | New |
| Bear Mountain Capital, Inc. | 823 | $22.2K | 0.01% | +7+0.9% | Added |
| Advantage Trust Co | 756 | $20.7K | 0.01% | +756 | New |
| Global Retirement Partners, LLC | 755 | $20.7K | 0.00% | +755 | New |
| Cherry Tree Wealth Management, LLC | 754 | $20.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 739 | $20.2K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 721 | $19.8K | 0.00% | +721 | New |
| Jones Financial Companies LLLP | 700 | $19.3K | 0.00% | −50−6.7% | Reduced |
| Farther Finance Advisors, LLC | 661 | $18.1K | 0.00% | −41−5.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 650 | $17.8K | 0.00% | +28+4.5% | Added |
| Signaturefd, LLC | 632 | $17.3K | 0.00% | −12−1.9% | Reduced |
| Larson Financial Group LLC | 622 | $17.0K | 0.00% | +178+40.1% | Added |
| Cranbrook Wealth Management, LLC | 591 | $16.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 550 | $15.1K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 500 | $13.7K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 500 | $13.7K | 0.00% | +500 | New |
| Creative Financial Designs Inc | 484 | $13.3K | 0.00% | +2+0.4% | Added |
| Principal Securities, Inc. | 477 | $13.1K | 0.00% | −742−60.9% | Reduced |
| Ronald Blue Trust, Inc. | 456 | $12.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 455 | $12.5K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 408 | $11.2K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 385 | $10.5K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 384 | $10.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 373 | $10.2K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 360 | $9.86K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 353 | $9.53K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 333 | $9.11K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 330 | $9.04K | 0.00% | −688−67.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 293 | $8.10K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 295 | $8.08K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 293 | $8.03K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 287 | $7.86K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 283 | $7.76K | 0.00% | +2+0.7% | Added |
| Salem Investment Counselors Inc | 257 | $7.10K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 250 | $6.85K | 0.00% | −23−8.4% | Reduced |
| Christopher J. Hasenberg, Inc | 234 | $6.41K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 233 | $6.38K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 230 | $6.30K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 203 | $5.56K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 182 | $4.98K | 0.00% | +182 | New |
| NVWM, LLC | 181 | $4.96K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 161 | $4.40K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 152 | $4.15K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 146 | $4.00K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 157 | $3.90K | 0.00% | +1+0.6% | Added |
| Quarry LP | 136 | $3.73K | 0.00% | +38+38.8% | Added |
| GAMMA Investing LLC | 130 | $3.56K | 0.00% | −109−45.6% | Reduced |
| Blume Capital Management, Inc. | 130 | $3.56K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 128 | $3.54K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 106 | $2.90K | 0.00% | +106 | New |
| Beacon Capital Management, Inc. | 100 | $2.74K | 0.00% | +100 | New |
| Rothschild Investment LLC | 75 | $2.06K | 0.00% | −45−37.5% | Reduced |
| Cedar Mountain Advisors, LLC | 67 | $1.82K | 0.00% | +1+1.5% | Added |
| Strategic Investment Solutions, Inc. | 61 | $1.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $1.53K | 0.00% | −27−32.5% | Reduced |
| Skopos Labs, Inc. | 43 | $1.18K | 0.00% | −21−32.8% | Reduced |
| The PNC Financial Services Group, Inc. | 37 | $1.01K | 0.00% | +7+23.3% | Added |
| Covestor Ltd | 36 | $1.00K | 0.00% | −26−41.9% | Reduced |
| Fortitude Family Office, LLC | 36 | $986 | 0.00% | −10−21.7% | Reduced |
| Total Investment Management Inc | 33 | $904 | 0.00% | +33 | New |
| Parkside Financial Bank & Trust | 20 | $548 | 0.00% | −20−50.0% | Reduced |
| DecisionPoint Financial, LLC | 14 | $384 | 0.00% | +14 | New |
| Motco | 10 | $276 | 0.00% | 00.0% | Unchanged |