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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 4,557 | $125.5K | 0.01% | +4,557 | New |
| US Bancorp | 3,847 | $110.1K | 0.00% | −5,890−60.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,611 | $103.3K | 0.00% | −5,827−61.7% | Reduced |
| MAI Capital Management | 3,278 | $93.8K | 0.00% | −296−8.3% | Reduced |
| McIlrath & Eck, LLC | 3,005 | $86.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,726 | $78.0K | 0.00% | +2,065+312.4% | Added |
| Amalgamated Bank | 2,684 | $77.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,598 | $74.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,443 | $70.0K | 0.00% | +857+54.0% | Added |
| Comerica Bank | 2,303 | $65.9K | 0.00% | +12+0.5% | Added |
| Private Trust Co NA | 2,242 | $64.2K | 0.01% | −65−2.8% | Reduced |
| Spire Wealth Management | 2,215 | $63.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,146 | $61.4K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,091 | $60.0K | 0.00% | 00.0% | Unchanged |
| Bulwark Capital Corp | 2,088 | $59.8K | 0.05% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,720 | $49.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,699 | $48.6K | 0.00% | +95+5.9% | Added |
| Newbridge Financial Services Group, Inc. | 1,696 | $48.5K | 0.01% | +1,146+208.4% | Added |
| GWM Advisors LLC | 1,562 | $44.7K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,500 | $42.9K | 0.00% | +1,500 | New |
| Quaker Wealth Management, LLC | 1,447 | $41.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,364 | $39.0K | 0.00% | −5−0.4% | Reduced |
| Parallel Advisors, LLC | 1,334 | $38.2K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,291 | $36.9K | 0.00% | −75−5.5% | Reduced |
| Heritage Wealth Advisors | 1,250 | $35.8K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 1,247 | $35.7K | 0.01% | −239−16.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,176 | $33.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,151 | $32.9K | 0.00% | +184+19.0% | Added |
| Winch Advisory Services, LLC | 1,132 | $32.4K | 0.01% | +9+0.8% | Added |
| Aster Capital Management (DIFC) Ltd | 1,064 | $30.5K | 0.02% | −2,629−71.2% | Reduced |
| Millstone Evans Group, LLC | 905 | $25.9K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 902 | $25.8K | 0.00% | −48−5.1% | Reduced |
| SRS Capital Advisors, Inc. | 889 | $25.4K | 0.00% | +889 | New |
| Signaturefd, LLC | 878 | $25.1K | 0.00% | +246+38.9% | Added |
| Bear Mountain Capital, Inc. | 830 | $23.7K | 0.01% | +7+0.9% | Added |
| Advantage Trust Co | 756 | $21.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 755 | $21.6K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 754 | $21.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 743 | $21.5K | 0.00% | +43+6.1% | Added |
| Asset Dedication, LLC | 739 | $21.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 736 | $21.1K | 0.00% | −2,744−78.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 673 | $19.3K | 0.00% | −152−18.4% | Reduced |
| Advisory Services Network, LLC | 633 | $18.1K | 0.00% | +633 | New |
| Cranbrook Wealth Management, LLC | 591 | $16.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 511 | $14.6K | 0.00% | −111−17.8% | Reduced |
| Danske Bank A/S | 500 | $14.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 486 | $13.9K | 0.00% | +2+0.4% | Added |
| Principal Securities, Inc. | 464 | $13.3K | 0.00% | −13−2.7% | Reduced |
| Ronald Blue Trust, Inc. | 456 | $13.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 455 | $13.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 464 | $13.0K | 0.00% | +464 | New |
| Robinswood Financial LLC | 385 | $11.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 384 | $11.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 373 | $10.7K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 362 | $10.4K | 0.00% | +362 | New |
| Bank & Trust Co | 360 | $10.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 333 | $9.53K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 330 | $9.45K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 300 | $8.59K | 0.00% | +300 | New |
| CBIZ Investment Advisory Services, LLC | 293 | $8.46K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 293 | $8.39K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 287 | $8.21K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 286 | $8.18K | 0.00% | +3+1.1% | Added |
| Salem Investment Counselors Inc | 257 | $7.42K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 250 | $7.16K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 233 | $6.67K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 230 | $6.58K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 219 | $6.00K | 0.00% | +219 | New |
| Sittner & Nelson, LLC | 203 | $5.81K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 181 | $5.18K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 161 | $4.59K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 159 | $4.50K | 0.00% | +2+1.3% | Added |
| GAMMA Investing LLC | 155 | $4.44K | 0.00% | +25+19.2% | Added |
| BankPlus Trust Department | 146 | $4.18K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 139 | $3.98K | 0.00% | +139 | New |
| Blume Capital Management, Inc. | 130 | $3.72K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 128 | $3.70K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 120 | $3.43K | 0.00% | +45+60.0% | Added |
| Bare Financial Services, Inc | 116 | $3.32K | 0.00% | −384−76.8% | Reduced |
| Caldwell Trust Co | 106 | $3.03K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 105 | $3.00K | 0.00% | +105 | New |
| Beacon Capital Management, Inc. | 100 | $2.86K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 77 | $2.20K | 0.00% | −59−43.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 66 | $2.00K | 0.00% | +66 | New |
| Strategic Investment Solutions, Inc. | 61 | $1.75K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 59 | $1.69K | 0.00% | −8−11.9% | Reduced |
| Bell Investment Advisors, Inc | 56 | $1.60K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 49 | $1.40K | 0.00% | +12+32.4% | Added |
| Parkside Financial Bank & Trust | 40 | $1.15K | 0.00% | +20+100.0% | Added |
| Fortitude Family Office, LLC | 36 | $1.03K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 40 | $1.00K | 0.00% | +4+11.1% | Added |
| AdvisorNet Financial, Inc | 31 | $887 | 0.00% | +31 | New |
| Steward Partners Investment Advisory, LLC | 28 | $801 | 0.00% | −622−95.7% | Reduced |
| Ameritas Advisory Services, LLC | 15 | $422 | 0.00% | −167−91.8% | Reduced |
| Smartleaf Asset Management LLC | 14 | $402 | 0.00% | +14 | New |
| DecisionPoint Financial, LLC | 14 | $400 | 0.00% | 00.0% | Unchanged |
| Motco | 10 | $286 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 7 | $201 | 0.00% | +7 | New |
| Essential Partners LLC | 3 | $86 | 0.00% | −2−40.0% | Reduced |
| TFC Financial Management | 1 | $29 | 0.00% | 00.0% | Unchanged |