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, Q3 2025
Institutional positions in InvenTrust Properties Corp. as of Sep 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
- 302
- +4 vs. Q2 2025
- Shares held
- 55.9M
- −77.5K (−0.1%) vs. Q2 2025
- Total value
- $1.60B
- +$66.1M (+4.3%) vs. Q2 2025
- New holders
- 31
- 107 more added
- Sold out
- 27
- 97 more reduced
6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 17 | $0 | 0.00% | −93−84.5% | Reduced |
| Creekmur Asset Management LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $86 | 0.00% | −2−40.0% | Reduced |
| JPL Wealth Management, LLC | 7 | $201 | 0.00% | +7 | New |
| Motco | 10 | $286 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 14 | $400 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 14 | $402 | 0.00% | +14 | New |
| Ameritas Advisory Services, LLC | 15 | $422 | 0.00% | −167−91.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 28 | $801 | 0.00% | −622−95.7% | Reduced |
| AdvisorNet Financial, Inc | 31 | $887 | 0.00% | +31 | New |
| Covestor Ltd | 40 | $1.00K | 0.00% | +4+11.1% | Added |
| Fortitude Family Office, LLC | 36 | $1.03K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 40 | $1.15K | 0.00% | +20+100.0% | Added |
| The PNC Financial Services Group, Inc. | 49 | $1.40K | 0.00% | +12+32.4% | Added |
| Bell Investment Advisors, Inc | 56 | $1.60K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 59 | $1.69K | 0.00% | −8−11.9% | Reduced |
| Strategic Investment Solutions, Inc. | 61 | $1.75K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 66 | $2.00K | 0.00% | +66 | New |
| Quarry LP | 77 | $2.20K | 0.00% | −59−43.4% | Reduced |
| Beacon Capital Management, Inc. | 100 | $2.86K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 105 | $3.00K | 0.00% | +105 | New |
| Caldwell Trust Co | 106 | $3.03K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 116 | $3.32K | 0.00% | −384−76.8% | Reduced |
| Rothschild Investment LLC | 120 | $3.43K | 0.00% | +45+60.0% | Added |
| Valued Wealth Advisors LLC | 128 | $3.70K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 130 | $3.72K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 139 | $3.98K | 0.00% | +139 | New |
| BankPlus Trust Department | 146 | $4.18K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 155 | $4.44K | 0.00% | +25+19.2% | Added |
| WFA Asset Management Corp | 159 | $4.50K | 0.00% | +2+1.3% | Added |
| Glass Jacobson Investment Advisors llc | 161 | $4.59K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 181 | $5.18K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 203 | $5.81K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 219 | $6.00K | 0.00% | +219 | New |
| Hillsdale Investment Management Inc. | 230 | $6.58K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 233 | $6.67K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 250 | $7.16K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 257 | $7.42K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 286 | $8.18K | 0.00% | +3+1.1% | Added |
| Clearstead Advisors, LLC | 287 | $8.21K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 293 | $8.39K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 293 | $8.46K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 300 | $8.59K | 0.00% | +300 | New |
| Aspect Partners, LLC | 330 | $9.45K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 333 | $9.53K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 360 | $10.3K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 362 | $10.4K | 0.00% | +362 | New |
| WPG Advisers, LLC | 373 | $10.7K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 384 | $11.0K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 385 | $11.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 464 | $13.0K | 0.00% | +464 | New |
| GPS Wealth Strategies Group, LLC | 455 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 456 | $13.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 464 | $13.3K | 0.00% | −13−2.7% | Reduced |
| Creative Financial Designs Inc | 486 | $13.9K | 0.00% | +2+0.4% | Added |
| Danske Bank A/S | 500 | $14.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 511 | $14.6K | 0.00% | −111−17.8% | Reduced |
| Cranbrook Wealth Management, LLC | 591 | $16.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 633 | $18.1K | 0.00% | +633 | New |
| Strategic Wealth Partners, Ltd. | 673 | $19.3K | 0.00% | −152−18.4% | Reduced |
| CIBC Private Wealth Group, LLC | 736 | $21.1K | 0.00% | −2,744−78.9% | Reduced |
| Asset Dedication, LLC | 739 | $21.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 743 | $21.5K | 0.00% | +43+6.1% | Added |
| Cherry Tree Wealth Management, LLC | 754 | $21.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 755 | $21.6K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 756 | $21.6K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 830 | $23.7K | 0.01% | +7+0.9% | Added |
| Signaturefd, LLC | 878 | $25.1K | 0.00% | +246+38.9% | Added |
| SRS Capital Advisors, Inc. | 889 | $25.4K | 0.00% | +889 | New |
| Loomis Sayles & Co L P | 902 | $25.8K | 0.00% | −48−5.1% | Reduced |
| Millstone Evans Group, LLC | 905 | $25.9K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,064 | $30.5K | 0.02% | −2,629−71.2% | Reduced |
| Winch Advisory Services, LLC | 1,132 | $32.4K | 0.01% | +9+0.8% | Added |
| Assetmark, Inc | 1,151 | $32.9K | 0.00% | +184+19.0% | Added |
| Plante Moran Financial Advisors, LLC | 1,176 | $33.7K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 1,247 | $35.7K | 0.01% | −239−16.1% | Reduced |
| Heritage Wealth Advisors | 1,250 | $35.8K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,291 | $36.9K | 0.00% | −75−5.5% | Reduced |
| Parallel Advisors, LLC | 1,334 | $38.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,364 | $39.0K | 0.00% | −5−0.4% | Reduced |
| Quaker Wealth Management, LLC | 1,447 | $41.4K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 1,500 | $42.9K | 0.00% | +1,500 | New |
| GWM Advisors LLC | 1,562 | $44.7K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,696 | $48.5K | 0.01% | +1,146+208.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,699 | $48.6K | 0.00% | +95+5.9% | Added |
| Trust Co of Toledo NA | 1,720 | $49.2K | 0.00% | 00.0% | Unchanged |
| Bulwark Capital Corp | 2,088 | $59.8K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,091 | $60.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,146 | $61.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,215 | $63.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,242 | $64.2K | 0.01% | −65−2.8% | Reduced |
| Comerica Bank | 2,303 | $65.9K | 0.00% | +12+0.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,443 | $70.0K | 0.00% | +857+54.0% | Added |
| KBC Group NV | 2,598 | $74.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,684 | $77.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,726 | $78.0K | 0.00% | +2,065+312.4% | Added |
| McIlrath & Eck, LLC | 3,005 | $86.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 3,278 | $93.8K | 0.00% | −296−8.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,611 | $103.3K | 0.00% | −5,827−61.7% | Reduced |