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, Q1 2026
Institutional positions in InvenTrust Properties Corp. as of Mar 31, 2026. 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
- 322
- +27 vs. Q4 2025
- Shares held
- 60.8M
- +11.7M (+23.8%) vs. Q4 2025
- Total value
- $1.85B
- +$466.9M (+33.7%) vs. Q4 2025
- New holders
- 54
- 105 more added
- Sold out
- 27
- 90 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 2 | $61 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $91 | 0.00% | +1+50.0% | Added |
| Silicon Valley Capital Partners | 3 | $91 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 4 | $126 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $152 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $214 | 0.00% | −6−46.2% | Reduced |
| Stone House Investment Management, LLC | 9 | $274 | 0.00% | +9 | New |
| Motco | 10 | $305 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 10 | $305 | 0.00% | +10 | New |
| Massmutual Trust Co FSB | 14 | $426 | 0.00% | +14 | New |
| DecisionPoint Financial, LLC | 14 | $427 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 14 | $430 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 21 | $640 | 0.00% | +21 | New |
| Essential Partners LLC | 26 | $792 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 28 | $853 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 36 | $1.00K | 0.00% | −36−50.0% | Reduced |
| Sunbelt Securities, Inc. | 51 | $1.55K | 0.00% | +51 | New |
| Bell Investment Advisors, Inc | 56 | $1.71K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 61 | $1.86K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 64 | $1.95K | 0.00% | +64 | New |
| JPL Wealth Management, LLC | 75 | $2.29K | 0.00% | +75 | New |
| Beacon Capital Management, Inc. | 100 | $3.05K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 106 | $3.23K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 125 | $3.84K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 130 | $3.96K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 137 | $4.17K | 0.00% | +24+21.2% | Added |
| BankPlus Trust Department | 146 | $4.45K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 152 | $4.63K | 0.00% | +118+347.1% | Added |
| Bare Financial Services, Inc | 159 | $4.84K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 161 | $4.89K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 181 | $5.51K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 200 | $6.09K | 0.00% | +200 | New |
| Sittner & Nelson, LLC | 203 | $6.18K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 226 | $6.88K | 0.00% | −230−50.4% | Reduced |
| MV Capital Management, Inc. | 233 | $7.10K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 238 | $7.45K | 0.00% | +238 | New |
| Salem Investment Counselors Inc | 257 | $7.89K | 0.00% | +257 | New |
| Clearstead Advisors, LLC | 287 | $8.74K | 0.00% | 00.0% | Unchanged |
| Whi Trust Co LLC | 292 | $8.89K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 293 | $8.93K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 293 | $9.00K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 300 | $9.14K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 330 | $10.1K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 333 | $10.1K | 0.00% | +333 | New |
| GAMMA Investing LLC | 352 | $10.7K | 0.00% | +141+66.8% | Added |
| Bank & Trust Co | 360 | $11.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 373 | $11.4K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 384 | $11.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 389 | $11.9K | 0.00% | +5+1.3% | Added |
| TSFG, LLC | 464 | $14.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 490 | $14.9K | 0.00% | +2+0.4% | Added |
| Ballast Advisors LLC | 500 | $15.2K | 0.00% | +500 | New |
| Rockefeller Capital Management L.P. | 508 | $15.5K | 0.00% | +54+11.9% | Added |
| Exchange Traded Concepts, LLC | 512 | $15.6K | 0.00% | +512 | New |
| Princeton Global Asset Management LLC | 539 | $16.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 550 | $16.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 578 | $17.6K | 0.00% | +18+3.2% | Added |
| Cranbrook Wealth Management, LLC | 591 | $18.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 639 | $19.5K | 0.00% | +639 | New |
| Asset Dedication, LLC | 739 | $22.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 750 | $22.8K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 754 | $23.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 881 | $27.0K | 0.00% | +243+38.1% | Added |
| Signaturefd, LLC | 898 | $27.4K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 902 | $27.5K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 844 | $27.6K | 0.01% | +7+0.8% | Added |
| Millstone Evans Group, LLC | 905 | $27.6K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 920 | $28.0K | 0.00% | +920 | New |
| Cassaday & Co Wealth Management LLC | 946 | $28.8K | 0.00% | +946 | New |
| Bernard Wealth Management Corp. | 1,067 | $32.5K | 0.01% | +9+0.9% | Added |
| Winch Advisory Services, LLC | 1,152 | $35.1K | 0.01% | +10+0.9% | Added |
| EverSource Wealth Advisors, LLC | 1,159 | $35.3K | 0.00% | +168+17.0% | Added |
| GF Fund Management Co. Ltd. | 1,174 | $35.8K | 0.00% | −111−8.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,176 | $35.8K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,250 | $38.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,334 | $40.6K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,447 | $44.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,513 | $46.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,599 | $48.7K | 0.00% | −670−29.5% | Reduced |
| Prosperity Bancshares Inc | 1,668 | $50.8K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,717 | $52.3K | 0.00% | +332+24.0% | Added |
| Trust Co of Toledo NA | 1,720 | $52.4K | 0.00% | 00.0% | Unchanged |
| Lasalle Investment Management Securities LLC | 1,843 | $56.1K | 0.00% | −2,065−52.8% | Reduced |
| Hantz Financial Services, Inc. | 2,049 | $62.0K | 0.00% | −42−2.0% | Reduced |
| Bulwark Capital Corp | 2,088 | $63.6K | 0.04% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,122 | $64.6K | 0.03% | +92+4.5% | Added |
| Avalon Trust Co | 2,195 | $66.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,215 | $67.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,242 | $68.3K | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 2,402 | $73.2K | 0.00% | +1,960+443.4% | Added |
| Jones Financial Companies LLLP | 2,447 | $74.5K | 0.00% | +1,252+104.8% | Added |
| Fifth Third Bancorp | 2,551 | $77.7K | 0.00% | +2,551 | New |
| KBC Group NV | 2,598 | $79.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,629 | $80.1K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,646 | $80.6K | 0.00% | +118+4.7% | Added |
| Strategic Wealth Partners, Ltd. | 2,760 | $84.1K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,881 | $87.8K | 0.00% | +2,726+1,758.7% | Added |
| FIL Ltd | 3,011 | $91.7K | 0.00% | −261−8.0% | Reduced |
| MAI Capital Management | 3,086 | $94.0K | 0.00% | −196−6.0% | Reduced |
| Sound Income Strategies, LLC | 3,160 | $96.2K | 0.00% | +36+1.2% | Added |