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 |
|---|---|---|---|---|---|
| Jain Global LLC | 7,328 | $223.2K | 0.00% | +7,328 | New |
| Harbour Investments, Inc. | 7,282 | $221.8K | 0.00% | −1,949−21.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 7,275 | $221.6K | 0.00% | +7,275 | New |
| Cornerstone Investment Partners, LLC | 7,178 | $218.6K | 0.01% | +7,178 | New |
| JustInvest LLC | 7,170 | $218.4K | 0.00% | +7,170 | New |
| Focus Financial Network, Inc. | 6,965 | $212.2K | 0.01% | −801−10.3% | Reduced |
| Investmark Advisory Group LLC | 6,858 | $208.9K | 0.09% | +6,858 | New |
| Diversified Enterprises, LLC | 6,678 | $203.4K | 0.01% | +6,678 | New |
| 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 |
| Ameritas Investment Partners, Inc. | 6,522 | $198.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,368 | $194.0K | 0.01% | +4,131+184.7% | Added |
| Smallwood Wealth Investment Management, LLC | 6,064 | $184.7K | 0.10% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,051 | $184.3K | 0.00% | +1,433+31.0% | Added |
| Assetmark, Inc | 5,533 | $168.5K | 0.00% | +265+5.0% | Added |
| State of Wyoming | 4,486 | $136.6K | 0.02% | −2,756−38.1% | Reduced |
| Nisa Investment Advisors, LLC | 4,271 | $132.0K | 0.00% | −3,531−45.3% | Reduced |
| Peterson Wealth Management | 4,235 | $129.0K | 0.07% | +4,235 | New |
| Itau Unibanco Holding S.A. | 4,040 | $123.1K | 0.00% | +4,040 | New |
| 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 |
| US Bancorp | 3,181 | $96.9K | 0.00% | −708−18.2% | Reduced |
| Sound Income Strategies, LLC | 3,160 | $96.2K | 0.00% | +36+1.2% | Added |
| MAI Capital Management | 3,086 | $94.0K | 0.00% | −196−6.0% | Reduced |
| FIL Ltd | 3,011 | $91.7K | 0.00% | −261−8.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,881 | $87.8K | 0.00% | +2,726+1,758.7% | Added |
| Strategic Wealth Partners, Ltd. | 2,760 | $84.1K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,646 | $80.6K | 0.00% | +118+4.7% | Added |
| McIlrath & Eck, LLC | 2,629 | $80.1K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,598 | $79.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,551 | $77.7K | 0.00% | +2,551 | New |
| Jones Financial Companies LLLP | 2,447 | $74.5K | 0.00% | +1,252+104.8% | Added |
| UBS Asset Management Americas Inc | 2,402 | $73.2K | 0.00% | +1,960+443.4% | Added |
| Private Trust Co NA | 2,242 | $68.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,215 | $67.5K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 2,195 | $66.9K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,122 | $64.6K | 0.03% | +92+4.5% | Added |
| Bulwark Capital Corp | 2,088 | $63.6K | 0.04% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,049 | $62.0K | 0.00% | −42−2.0% | Reduced |
| Lasalle Investment Management Securities LLC | 1,843 | $56.1K | 0.00% | −2,065−52.8% | Reduced |
| Trust Co of Toledo NA | 1,720 | $52.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,717 | $52.3K | 0.00% | +332+24.0% | Added |
| Prosperity Bancshares Inc | 1,668 | $50.8K | 0.04% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,599 | $48.7K | 0.00% | −670−29.5% | Reduced |
| Versant Capital Management, Inc | 1,513 | $46.1K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,447 | $44.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,334 | $40.6K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,250 | $38.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,176 | $35.8K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,174 | $35.8K | 0.00% | −111−8.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,159 | $35.3K | 0.00% | +168+17.0% | Added |
| Winch Advisory Services, LLC | 1,152 | $35.1K | 0.01% | +10+0.9% | Added |
| Bernard Wealth Management Corp. | 1,067 | $32.5K | 0.01% | +9+0.9% | Added |
| Cassaday & Co Wealth Management LLC | 946 | $28.8K | 0.00% | +946 | New |
| Advisory Services Network, LLC | 920 | $28.0K | 0.00% | +920 | New |
| Millstone Evans Group, LLC | 905 | $27.6K | 0.02% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 844 | $27.6K | 0.01% | +7+0.8% | Added |
| Loomis Sayles & Co L P | 902 | $27.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 898 | $27.4K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 881 | $27.0K | 0.00% | +243+38.1% | Added |
| Cherry Tree Wealth Management, LLC | 754 | $23.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 750 | $22.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 739 | $22.5K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 639 | $19.5K | 0.00% | +639 | New |
| Cranbrook Wealth Management, LLC | 591 | $18.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 578 | $17.6K | 0.00% | +18+3.2% | Added |
| Newbridge Financial Services Group, Inc. | 550 | $16.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 539 | $16.4K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 512 | $15.6K | 0.00% | +512 | New |
| Rockefeller Capital Management L.P. | 508 | $15.5K | 0.00% | +54+11.9% | Added |
| Ballast Advisors LLC | 500 | $15.2K | 0.00% | +500 | New |
| Creative Financial Designs Inc | 490 | $14.9K | 0.00% | +2+0.4% | Added |
| TSFG, LLC | 464 | $14.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 389 | $11.9K | 0.00% | +5+1.3% | Added |
| Robinswood Financial LLC | 384 | $11.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 373 | $11.4K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 360 | $11.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 352 | $10.7K | 0.00% | +141+66.8% | Added |
| Golden State Equity Partners | 333 | $10.1K | 0.00% | +333 | New |
| Aspect Partners, LLC | 330 | $10.1K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 300 | $9.14K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 293 | $9.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 293 | $8.93K | 0.00% | 00.0% | Unchanged |
| Whi Trust Co LLC | 292 | $8.89K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 287 | $8.74K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 257 | $7.89K | 0.00% | +257 | New |
| RMG Wealth Management LLC | 238 | $7.45K | 0.00% | +238 | New |
| MV Capital Management, Inc. | 233 | $7.10K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 226 | $6.88K | 0.00% | −230−50.4% | Reduced |
| Sittner & Nelson, LLC | 203 | $6.18K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 200 | $6.09K | 0.00% | +200 | New |
| NVWM, LLC | 181 | $5.51K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 161 | $4.89K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 159 | $4.84K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 152 | $4.63K | 0.00% | +118+347.1% | Added |
| BankPlus Trust Department | 146 | $4.45K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 137 | $4.17K | 0.00% | +24+21.2% | Added |
| Blume Capital Management, Inc. | 130 | $3.96K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 125 | $3.84K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 106 | $3.23K | 0.00% | 00.0% | Unchanged |