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 |
|---|---|---|---|---|---|
| FIL Ltd | 3,272 | $92.3K | 0.00% | −1,571−32.4% | Reduced |
| Sound Income Strategies, LLC | 3,124 | $90.8K | 0.00% | −1,433−31.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,760 | $77.9K | 0.01% | +2,087+310.1% | Added |
| McIlrath & Eck, LLC | 2,629 | $74.2K | 0.01% | −376−12.5% | Reduced |
| Kingdom Financial Group LLC. | 2,609 | $73.6K | 0.02% | +2,609 | New |
| KBC Group NV | 2,598 | $73.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,528 | $71.0K | 0.00% | +85+3.5% | Added |
| Amalgamated Bank | 2,453 | $69.0K | 0.00% | −231−8.6% | Reduced |
| Comerica Bank | 2,347 | $66.2K | 0.00% | +44+1.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,269 | $64.0K | 0.00% | +570+33.5% | Added |
| Private Trust Co NA | 2,242 | $63.2K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,237 | $63.1K | 0.00% | −1,374−38.1% | Reduced |
| Spire Wealth Management | 2,215 | $62.5K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 2,195 | $61.9K | 0.00% | +695+46.3% | Added |
| Hantz Financial Services, Inc. | 2,091 | $59.0K | 0.00% | 00.0% | Unchanged |
| Bulwark Capital Corp | 2,088 | $58.9K | 0.04% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,030 | $57.3K | 0.03% | +2,030 | New |
| Trust Co of Toledo NA | 1,720 | $48.5K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 1,668 | $47.1K | 0.04% | +1,668 | New |
| Danske Bank A/S | 1,600 | $45.1K | 0.00% | +1,100+220.0% | Added |
| SageView Advisory Group, LLC | 1,564 | $44.1K | 0.00% | +1,564 | New |
| Versant Capital Management, Inc | 1,513 | $42.7K | 0.01% | −633−29.5% | Reduced |
| Quaker Wealth Management, LLC | 1,447 | $40.8K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,385 | $39.1K | 0.00% | −177−11.3% | Reduced |
| Global Retirement Partners, LLC | 1,376 | $38.8K | 0.00% | +621+82.3% | Added |
| Parallel Advisors, LLC | 1,334 | $37.6K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,285 | $36.3K | 0.00% | −6−0.5% | Reduced |
| Heritage Wealth Advisors | 1,250 | $35.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,195 | $33.7K | 0.00% | +452+60.8% | Added |
| Plante Moran Financial Advisors, LLC | 1,176 | $33.2K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,142 | $32.2K | 0.01% | +10+0.9% | Added |
| Bernard Wealth Management Corp. | 1,058 | $29.8K | 0.01% | −189−15.2% | Reduced |
| EverSource Wealth Advisors, LLC | 991 | $28.0K | 0.00% | −373−27.3% | Reduced |
| Millstone Evans Group, LLC | 905 | $25.5K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 902 | $25.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 898 | $25.3K | 0.00% | +20+2.3% | Added |
| SRS Capital Advisors, Inc. | 875 | $24.7K | 0.00% | −14−1.6% | Reduced |
| Bear Mountain Capital, Inc. | 837 | $24.0K | 0.01% | +7+0.8% | Added |
| Cherry Tree Wealth Management, LLC | 754 | $21.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 750 | $21.2K | 0.00% | +500+200.0% | Added |
| CIBC Private Wealth Group, LLC | 739 | $20.9K | 0.00% | +3+0.4% | Added |
| Asset Dedication, LLC | 739 | $20.8K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 638 | $18.0K | 0.00% | +638 | New |
| Cranbrook Wealth Management, LLC | 591 | $16.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 560 | $15.8K | 0.00% | +49+9.6% | Added |
| Newbridge Financial Services Group, Inc. | 550 | $15.5K | 0.00% | −1,146−67.6% | Reduced |
| Princeton Global Asset Management LLC | 539 | $15.2K | 0.00% | +539 | New |
| Creative Financial Designs Inc | 488 | $13.8K | 0.00% | +2+0.4% | Added |
| TSFG, LLC | 464 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 456 | $12.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 454 | $12.8K | 0.00% | +315+226.6% | Added |
| UBS Asset Management Americas Inc | 442 | $12.5K | 0.00% | −530,378−99.9% | Reduced |
| MCF Advisors LLC | 384 | $10.8K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 384 | $10.8K | 0.00% | −1−0.3% | Reduced |
| WPG Advisers, LLC | 373 | $10.5K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 360 | $10.2K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 333 | $9.39K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 330 | $9.31K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 300 | $8.46K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 293 | $8.34K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 302 | $8.29K | 0.00% | +302 | New |
| Armstrong Advisory Group, Inc | 293 | $8.27K | 0.00% | 00.0% | Unchanged |
| Whi Trust Co LLC | 292 | $8.24K | 0.01% | +292 | New |
| Clearstead Advisors, LLC | 287 | $8.10K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 236 | $6.66K | 0.00% | −14,195−98.4% | Reduced |
| MV Capital Management, Inc. | 233 | $6.57K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 203 | $6.18K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 215 | $6.07K | 0.00% | +215 | New |
| GAMMA Investing LLC | 211 | $5.95K | 0.00% | +56+36.1% | Added |
| NVWM, LLC | 181 | $5.11K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 161 | $4.53K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 159 | $4.49K | 0.00% | +43+37.1% | Added |
| The PNC Financial Services Group, Inc. | 155 | $4.37K | 0.00% | +106+216.3% | Added |
| BankPlus Trust Department | 146 | $4.12K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 150 | $4.00K | 0.00% | +150 | New |
| Blume Capital Management, Inc. | 130 | $3.67K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 125 | $3.56K | 0.00% | −3−2.3% | Reduced |
| Rothschild Investment LLC | 113 | $3.19K | 0.00% | −7−5.8% | Reduced |
| Caldwell Trust Co | 106 | $2.99K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 100 | $2.82K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 78 | $2.20K | 0.00% | +78 | New |
| Covestor Ltd | 72 | $2.00K | 0.00% | +32+80.0% | Added |
| Quarry LP | 66 | $1.86K | 0.00% | −11−14.3% | Reduced |
| Strategic Investment Solutions, Inc. | 61 | $1.72K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 60 | $1.68K | 0.00% | +1+1.7% | Added |
| Bell Investment Advisors, Inc | 56 | $1.58K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 34 | $959 | 0.00% | +34 | New |
| AdvisorNet Financial, Inc | 31 | $875 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 28 | $790 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 26 | $733 | 0.00% | +23+766.7% | Added |
| Smartleaf Asset Management LLC | 14 | $395 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 14 | $395 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $367 | 0.00% | +13 | New |
| Motco | 10 | $282 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $141 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 4 | $117 | 0.00% | +4 | New |
| TFC Financial Management | 2 | $57 | 0.00% | +1+100.0% | Added |
| Hughes Financial Services, LLC | 2 | $56 | 0.00% | +2 | New |
| Bessemer Group Inc | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,300 | $0 | 0.00% | +2,300 | New |