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 |
|---|---|---|---|---|---|
| US Bancorp | 3,181 | $96.9K | 0.00% | −708−18.2% | Reduced |
| Kingdom Financial Group LLC. | 3,382 | $103.0K | 0.03% | +773+29.6% | Added |
| Lloyd Advisory Services, LLC. | 3,382 | $103.0K | 0.03% | +3,167+1,473.0% | Added |
| Itau Unibanco Holding S.A. | 4,040 | $123.1K | 0.00% | +4,040 | New |
| Peterson Wealth Management | 4,235 | $129.0K | 0.07% | +4,235 | New |
| Nisa Investment Advisors, LLC | 4,271 | $132.0K | 0.00% | −3,531−45.3% | Reduced |
| State of Wyoming | 4,486 | $136.6K | 0.02% | −2,756−38.1% | Reduced |
| Assetmark, Inc | 5,533 | $168.5K | 0.00% | +265+5.0% | Added |
| IFP Advisors, Inc | 6,051 | $184.3K | 0.00% | +1,433+31.0% | Added |
| Smallwood Wealth Investment Management, LLC | 6,064 | $184.7K | 0.10% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,368 | $194.0K | 0.01% | +4,131+184.7% | Added |
| Ameritas Investment Partners, Inc. | 6,522 | $198.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,658 | $202.8K | 0.00% | +49+0.7% | Added |
| Affinity Wealth Management LLC | 6,658 | $202.8K | 0.03% | +6,658 | New |
| Diversified Enterprises, LLC | 6,678 | $203.4K | 0.01% | +6,678 | New |
| Investmark Advisory Group LLC | 6,858 | $208.9K | 0.09% | +6,858 | New |
| Focus Financial Network, Inc. | 6,965 | $212.2K | 0.01% | −801−10.3% | Reduced |
| JustInvest LLC | 7,170 | $218.4K | 0.00% | +7,170 | New |
| Cornerstone Investment Partners, LLC | 7,178 | $218.6K | 0.01% | +7,178 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 7,275 | $221.6K | 0.00% | +7,275 | New |
| Harbour Investments, Inc. | 7,282 | $221.8K | 0.00% | −1,949−21.1% | Reduced |
| Jain Global LLC | 7,328 | $223.2K | 0.00% | +7,328 | New |
| DRW Securities, LLC | 7,361 | $224.2K | 0.01% | +7,361 | New |
| Diversified Trust Co | 7,462 | $227.3K | 0.00% | +7,462 | New |
| Longboard Asset Management, LP | 7,572 | $230.6K | 3.98% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 7,677 | $233.8K | 0.00% | +7,677 | New |
| Brookstone Capital Management | 7,690 | $234.3K | 0.00% | +5+0.1% | Added |
| EP Wealth Advisors, LLC | 8,004 | $243.8K | 0.00% | +8,004 | New |
| Farther Finance Advisors, LLC | 8,045 | $244.8K | 0.00% | +1,760+28.0% | Added |
| M&T Bank Corp | 8,046 | $245.1K | 0.00% | +815+11.3% | Added |
| Xponance, Inc. | 8,090 | $246.4K | 0.00% | +8,090 | New |
| International Assets Investment Management, LLC | 8,142 | $247.8K | 0.02% | +40.0% | Added |
| Dakota Wealth Management | 8,150 | $248.2K | 0.01% | 00.0% | Unchanged |
| Madden Advisory Services, Inc. | 8,173 | $248.9K | 0.10% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 8,343 | $254.1K | 0.04% | −4,562−35.4% | Reduced |
| Concurrent Investment Advisors, LLC | 8,385 | $255.4K | 0.00% | −1,042−11.1% | Reduced |
| Engineers Gate Manager LP | 8,569 | $261.0K | 0.00% | +8,569 | New |
| Gallacher Capital Management LLC | 8,597 | $261.9K | 0.10% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 8,677 | $264.3K | 0.01% | −31,310−78.3% | Reduced |
| Northwest & Ethical Investments L.P. | 8,662 | $266.2K | 0.01% | +1,662+23.7% | Added |
| Certified Advisory Corp | 8,740 | $266.2K | 0.02% | −155−1.7% | Reduced |
| Victory Capital Management Inc | 8,813 | $268.4K | 0.00% | −64−0.7% | Reduced |
| SkyOak Wealth, LLC | 8,885 | $270.6K | 0.05% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 9,028 | $275.0K | 0.01% | −120−1.3% | Reduced |
| Allworth Financial LP | 9,215 | $280.7K | 0.00% | +943+11.4% | Added |
| Federation des caisses Desjardins du Quebec | 9,282 | $282.7K | 0.00% | +3,052+49.0% | Added |
| Harvest Investment Services, LLC | 9,329 | $284.2K | 0.05% | −540−5.5% | Reduced |
| Truist Financial Corp | 9,500 | $289.4K | 0.00% | +113+1.2% | Added |
| Integrated Wealth Concepts LLC | 10,126 | $308.4K | 0.00% | +10,126 | New |
| Private Advisor Group, LLC | 10,348 | $315.2K | 0.00% | −337−3.2% | Reduced |
| Perigon Wealth Management, LLC | 10,443 | $318.1K | 0.01% | −533−4.9% | Reduced |
| Cerity Partners LLC | 10,452 | $318.4K | 0.00% | −1,893−15.3% | Reduced |
| CWM, LLC | 10,585 | $322.4K | 0.00% | +3,586+51.2% | Added |
| Quantbot Technologies LP | 10,636 | $324.0K | 0.01% | +5,516+107.7% | Added |
| Intrua Financial, LLC | 10,677 | $325.2K | 0.03% | +20.0% | Added |
| Wolverine Asset Management LLC | 10,861 | $330.8K | 0.01% | −33,181−75.3% | Reduced |
| Gross & Hartman Investments LLC | 11,215 | $341.6K | 0.18% | +720+6.9% | Added |
| Safe Harbor Family Capital, LLC | 11,215 | $341.6K | 0.27% | +720+6.9% | Added |
| ProShare Advisors LLC | 11,316 | $344.7K | 0.00% | −2,953−20.7% | Reduced |
| Park Avenue Securities LLC | 11,315 | $345.0K | 0.00% | −499−4.2% | Reduced |
| Captrust Financial Advisors | 11,440 | $348.5K | 0.00% | +1,568+15.9% | Added |
| Verdence Capital Advisors LLC | 11,558 | $352.1K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 11,909 | $362.7K | 0.01% | −462−3.7% | Reduced |
| Nissay Asset Management Corp | 12,331 | $375.6K | 0.00% | +482+4.1% | Added |
| Pictet Asset Management Holding SA | 12,372 | $376.9K | 0.00% | +1,136+10.1% | Added |
| Allstate Corp | 12,376 | $377.0K | 0.00% | −3,577−22.4% | Reduced |
| Prudential Financial Inc | 12,380 | $377.1K | 0.00% | +12,380 | New |
| IFM Investors Pty Ltd | 12,577 | $383.1K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,693 | $386.6K | 0.01% | −610−4.6% | Reduced |
| Mercer Global Advisors Inc | 12,866 | $391.9K | 0.00% | +3,864+42.9% | Added |
| MML Investors Services, LLC | 13,057 | $397.7K | 0.00% | −1,511−10.4% | Reduced |
| Sun Life Financial INC | 13,122 | $400.0K | 0.02% | +13,122 | New |
| Beacon Pointe Advisors, LLC | 13,145 | $400.4K | 0.00% | +3,039+30.1% | Added |
| Significant Wealth Partners LLC | 13,259 | $403.9K | 0.50% | +654+5.2% | Added |
| Warren Averett Asset Management, LLC | 13,385 | $407.7K | 0.00% | −94−0.7% | Reduced |
| Voya Investment Management LLC | 13,414 | $408.6K | 0.00% | −227−1.7% | Reduced |
| RSM US Wealth Management LLC | 13,404 | $411.7K | 0.01% | −20−0.1% | Reduced |
| Merit Financial Group, LLC | 13,586 | $413.8K | 0.00% | +2,820+26.2% | Added |
| Geneos Wealth Management Inc. | 14,830 | $451.7K | 0.01% | −1,255−7.8% | Reduced |
| Vestcor Inc | 15,283 | $466.0K | 0.01% | −41,111−72.9% | Reduced |
| UniSuper Management Pty Ltd | 15,800 | $481.3K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,365 | $498.5K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 16,400 | $499.5K | 0.08% | −480−2.8% | Reduced |
| DekaBank Deutsche Girozentrale | 16,310 | $510.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 16,856 | $517.6K | 0.00% | −17,216−50.5% | Reduced |
| KLP Kapitalforvaltning AS | 17,300 | $530.6K | 0.00% | +700+4.2% | Added |
| Graham Capital Management, L.P. | 18,377 | $559.8K | 0.02% | +18,377 | New |
| State Board of Administration of Florida Retirement System | 19,420 | $591.5K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 19,551 | $595.5K | 0.01% | −16,081−45.1% | Reduced |
| Independent Financial Group, LLC | 19,951 | $607.7K | 0.01% | −300−1.5% | Reduced |
| Groupe la Francaise | 20,675 | $629.8K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 20,771 | $632.7K | 0.00% | +236+1.1% | Added |
| Arizona State Retirement System | 21,327 | $649.6K | 0.00% | −231−1.1% | Reduced |
| Squarepoint Ops LLC | 21,517 | $655.4K | 0.00% | +21,517 | New |
| Police & Firemen's Retirement System of New Jersey | 21,623 | $658.6K | 0.01% | 00.0% | Unchanged |
| Vanderbilt University | 21,694 | $660.8K | 0.13% | −529−2.4% | Reduced |
| Van Eck Associates Corp | 22,026 | $671.0K | 0.00% | +1,140+5.5% | Added |
| Voloridge Investment Management, LLC | 22,485 | $684.9K | 0.00% | −74,503−76.8% | Reduced |
| Erste Asset Management GmbH | 23,600 | $725.7K | 0.01% | +23,600 | New |
| New York State Common Retirement Fund | 23,974 | $730.2K | 0.00% | 00.0% | Unchanged |