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, Q4 2025
Institutional positions in InvenTrust Properties Corp. as of Dec 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
- 300
- +3 vs. Q3 2025
- Shares held
- 60.3M
- +4.77M (+8.6%) vs. Q3 2025
- Total value
- $1.70B
- +$111.8M (+7.0%) vs. Q3 2025
- New holders
- 40
- 103 more added
- Sold out
- 37
- 97 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,300 | $0 | 0.00% | +2,300 | New |
| Hughes Financial Services, LLC | 2 | $56 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $57 | 0.00% | +1+100.0% | Added |
| Dunhill Financial, LLC | 4 | $117 | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 5 | $141 | 0.00% | +5 | New |
| Motco | 10 | $282 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $367 | 0.00% | +13 | New |
| Smartleaf Asset Management LLC | 14 | $395 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 14 | $395 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 26 | $733 | 0.00% | +23+766.7% | Added |
| Steward Partners Investment Advisory, LLC | 28 | $790 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 31 | $875 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 34 | $959 | 0.00% | +34 | New |
| Bell Investment Advisors, Inc | 56 | $1.58K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 60 | $1.68K | 0.00% | +1+1.7% | Added |
| Strategic Investment Solutions, Inc. | 61 | $1.72K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 66 | $1.86K | 0.00% | −11−14.3% | Reduced |
| Covestor Ltd | 72 | $2.00K | 0.00% | +32+80.0% | Added |
| Flagship Harbor Advisors, LLC | 78 | $2.20K | 0.00% | +78 | New |
| Beacon Capital Management, Inc. | 100 | $2.82K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 106 | $2.99K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 113 | $3.19K | 0.00% | −7−5.8% | Reduced |
| Valued Wealth Advisors LLC | 125 | $3.56K | 0.00% | −3−2.3% | Reduced |
| Blume Capital Management, Inc. | 130 | $3.67K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 150 | $4.00K | 0.00% | +150 | New |
| BankPlus Trust Department | 146 | $4.12K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 155 | $4.37K | 0.00% | +106+216.3% | Added |
| Bare Financial Services, Inc | 159 | $4.49K | 0.00% | +43+37.1% | Added |
| Glass Jacobson Investment Advisors llc | 161 | $4.53K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 181 | $5.11K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 211 | $5.95K | 0.00% | +56+36.1% | Added |
| Lloyd Advisory Services, LLC. | 215 | $6.07K | 0.00% | +215 | New |
| Sittner & Nelson, LLC | 203 | $6.18K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 233 | $6.57K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 236 | $6.66K | 0.00% | −14,195−98.4% | Reduced |
| Clearstead Advisors, LLC | 287 | $8.10K | 0.00% | 00.0% | Unchanged |
| Whi Trust Co LLC | 292 | $8.24K | 0.01% | +292 | New |
| Armstrong Advisory Group, Inc | 293 | $8.27K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 302 | $8.29K | 0.00% | +302 | New |
| CBIZ Investment Advisory Services, LLC | 293 | $8.34K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 300 | $8.46K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 330 | $9.31K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 333 | $9.39K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 360 | $10.2K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 373 | $10.5K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 384 | $10.8K | 0.00% | −1−0.3% | Reduced |
| MCF Advisors LLC | 384 | $10.8K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 442 | $12.5K | 0.00% | −530,378−99.9% | Reduced |
| Rockefeller Capital Management L.P. | 454 | $12.8K | 0.00% | +315+226.6% | Added |
| Ronald Blue Trust, Inc. | 456 | $12.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 464 | $13.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 488 | $13.8K | 0.00% | +2+0.4% | Added |
| Princeton Global Asset Management LLC | 539 | $15.2K | 0.00% | +539 | New |
| Newbridge Financial Services Group, Inc. | 550 | $15.5K | 0.00% | −1,146−67.6% | Reduced |
| Larson Financial Group LLC | 560 | $15.8K | 0.00% | +49+9.6% | Added |
| Cranbrook Wealth Management, LLC | 591 | $16.7K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 638 | $18.0K | 0.00% | +638 | New |
| Asset Dedication, LLC | 739 | $20.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 739 | $20.9K | 0.00% | +3+0.4% | Added |
| CoreCap Advisors, LLC | 750 | $21.2K | 0.00% | +500+200.0% | Added |
| Cherry Tree Wealth Management, LLC | 754 | $21.3K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 837 | $24.0K | 0.01% | +7+0.8% | Added |
| SRS Capital Advisors, Inc. | 875 | $24.7K | 0.00% | −14−1.6% | Reduced |
| Signaturefd, LLC | 898 | $25.3K | 0.00% | +20+2.3% | Added |
| Loomis Sayles & Co L P | 902 | $25.4K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 905 | $25.5K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 991 | $28.0K | 0.00% | −373−27.3% | Reduced |
| Bernard Wealth Management Corp. | 1,058 | $29.8K | 0.01% | −189−15.2% | Reduced |
| Winch Advisory Services, LLC | 1,142 | $32.2K | 0.01% | +10+0.9% | Added |
| Plante Moran Financial Advisors, LLC | 1,176 | $33.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,195 | $33.7K | 0.00% | +452+60.8% | Added |
| Heritage Wealth Advisors | 1,250 | $35.3K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,285 | $36.3K | 0.00% | −6−0.5% | Reduced |
| Parallel Advisors, LLC | 1,334 | $37.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,376 | $38.8K | 0.00% | +621+82.3% | Added |
| GWM Advisors LLC | 1,385 | $39.1K | 0.00% | −177−11.3% | Reduced |
| Quaker Wealth Management, LLC | 1,447 | $40.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,513 | $42.7K | 0.01% | −633−29.5% | Reduced |
| SageView Advisory Group, LLC | 1,564 | $44.1K | 0.00% | +1,564 | New |
| Danske Bank A/S | 1,600 | $45.1K | 0.00% | +1,100+220.0% | Added |
| Prosperity Bancshares Inc | 1,668 | $47.1K | 0.04% | +1,668 | New |
| Trust Co of Toledo NA | 1,720 | $48.5K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,030 | $57.3K | 0.03% | +2,030 | New |
| Bulwark Capital Corp | 2,088 | $58.9K | 0.04% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,091 | $59.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 2,195 | $61.9K | 0.00% | +695+46.3% | Added |
| Spire Wealth Management | 2,215 | $62.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,237 | $63.1K | 0.00% | −1,374−38.1% | Reduced |
| Private Trust Co NA | 2,242 | $63.2K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,269 | $64.0K | 0.00% | +570+33.5% | Added |
| Comerica Bank | 2,347 | $66.2K | 0.00% | +44+1.9% | Added |
| Amalgamated Bank | 2,453 | $69.0K | 0.00% | −231−8.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,528 | $71.0K | 0.00% | +85+3.5% | Added |
| KBC Group NV | 2,598 | $73.0K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 2,609 | $73.6K | 0.02% | +2,609 | New |
| McIlrath & Eck, LLC | 2,629 | $74.2K | 0.01% | −376−12.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,760 | $77.9K | 0.01% | +2,087+310.1% | Added |
| Sound Income Strategies, LLC | 3,124 | $90.8K | 0.00% | −1,433−31.4% | Reduced |
| FIL Ltd | 3,272 | $92.3K | 0.00% | −1,571−32.4% | Reduced |