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, Q2 2026
Institutional positions in InvenTrust Properties Corp. as of Jun 30, 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
- 344
- +26 vs. Q1 2026
- Shares held
- 69.5M
- +8.73M (+14.4%) vs. Q1 2026
- Total value
- $2.46B
- +$608.7M (+32.9%) vs. Q1 2026
- New holders
- 55
- 129 more added
- Sold out
- 29
- 91 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding InvenTrust Properties Corp.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 2 | $71 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2 | $71 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $106 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $106 | 0.00% | +3 | New |
| Silicon Valley Capital Partners | 3 | $107 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $146 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $177 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 8 | $283 | 0.00% | +8 | New |
| Motco | 10 | $354 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 12 | $425 | 0.00% | +3+33.3% | Added |
| DecisionPoint Financial, LLC | 14 | $490 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 14 | $496 | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 14 | $496 | 0.00% | +14 | New |
| Smartleaf Asset Management LLC | 14 | $508 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 18 | $637 | 0.00% | +8+80.0% | Added |
| Farmers & Merchants Investments Inc | 20 | $708 | 0.00% | +20 | New |
| Simplex Trading, LLC | 21 | $743 | 0.00% | +21 | New |
| Action Point Financial Planning, LLC | 21 | $743 | 0.00% | +21 | New |
| Essential Partners LLC | 26 | $920 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 28 | $991 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 41 | $1.00K | 0.00% | +5+13.9% | Added |
| Bell Investment Advisors, Inc | 56 | $1.98K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 60 | $2.12K | 0.00% | +60 | New |
| JPL Wealth Management, LLC | 75 | $2.66K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 106 | $3.75K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 106 | $3.76K | 0.00% | +106 | New |
| Valued Wealth Advisors LLC | 125 | $4.46K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 130 | $4.60K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 137 | $4.85K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 145 | $5.13K | 0.00% | +145 | New |
| BankPlus Trust Department | 146 | $5.17K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 149 | $5.28K | 0.00% | +149 | New |
| Glass Jacobson Investment Advisors llc | 161 | $5.68K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 170 | $6.02K | 0.02% | +170 | New |
| Bare Financial Services, Inc | 174 | $6.16K | 0.00% | +15+9.4% | Added |
| SJS Investment Consulting Inc. | 180 | $6.37K | 0.00% | +180 | New |
| NVWM, LLC | 181 | $6.41K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 203 | $7.19K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 204 | $7.22K | 0.00% | +52+34.2% | Added |
| Rockefeller Capital Management L.P. | 208 | $7.36K | 0.00% | −300−59.1% | Reduced |
| Lloyd Advisory Services, LLC. | 215 | $7.61K | 0.00% | −3,167−93.6% | Reduced |
| RMG Wealth Management LLC | 239 | $7.96K | 0.00% | +1+0.4% | Added |
| Ronald Blue Trust, Inc. | 226 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 233 | $8.25K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 236 | $8.35K | 0.00% | +236 | New |
| Planning Strategies Inc. | 250 | $8.85K | 0.01% | +250 | New |
| Nisa Investment Advisors, LLC | 252 | $8.98K | 0.00% | −4,019−94.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 293 | $9.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 257 | $9.16K | 0.00% | 00.0% | Unchanged |
| Whi Trust Co LLC | 292 | $10.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 293 | $10.4K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 300 | $10.6K | 0.00% | −212−41.4% | Reduced |
| Alerus Financial NA | 300 | $10.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 320 | $11.3K | 0.00% | −1,279−80.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 325 | $11.5K | 0.00% | +325 | New |
| Clearstead Advisors, LLC | 327 | $11.6K | 0.00% | +40+13.9% | Added |
| Aspect Partners, LLC | 330 | $11.7K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 360 | $12.7K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 373 | $13.2K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 384 | $13.6K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 389 | $13.8K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 391 | $13.8K | 0.02% | +391 | New |
| GAMMA Investing LLC | 442 | $15.6K | 0.00% | +90+25.6% | Added |
| TSFG, LLC | 464 | $16.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 491 | $17.4K | 0.00% | +1+0.2% | Added |
| Optiver Holding B.V. | 518 | $18.3K | 0.00% | +318+159.0% | Added |
| Princeton Global Asset Management LLC | 539 | $19.1K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 575 | $20.4K | 0.00% | −64−10.0% | Reduced |
| Quarry LP | 580 | $20.5K | 0.00% | +580 | New |
| First Pacific Financial | 581 | $20.6K | 0.00% | +581 | New |
| The PNC Financial Services Group, Inc. | 589 | $20.9K | 0.00% | −2,292−79.6% | Reduced |
| Cranbrook Wealth Management, LLC | 591 | $20.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 613 | $21.7K | 0.00% | +35+6.1% | Added |
| Asset Dedication, LLC | 739 | $26.2K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 754 | $26.7K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 768 | $27.2K | 0.00% | +18+2.4% | Added |
| Trust Co | 800 | $28.3K | 0.00% | +800 | New |
| Clear Street Markets LLC | 821 | $29.1K | 0.01% | +821 | New |
| Bear Mountain Capital, Inc. | 844 | $30.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 881 | $31.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 902 | $31.9K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 905 | $32.0K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 946 | $33.5K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,040 | $36.8K | 0.00% | −134−11.4% | Reduced |
| Signaturefd, LLC | 1,051 | $37.2K | 0.00% | +153+17.0% | Added |
| Buck Wealth Strategies, LLC | 1,051 | $37.2K | 0.00% | +1,051 | New |
| Bernard Wealth Management Corp. | 1,075 | $38.1K | 0.01% | +8+0.7% | Added |
| Nykredit A/S | 1,089 | $38.6K | 0.00% | +1,089 | New |
| Winch Advisory Services, LLC | 1,161 | $41.1K | 0.01% | +9+0.8% | Added |
| Plante Moran Financial Advisors, LLC | 1,176 | $41.6K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,250 | $44.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,339 | $47.4K | 0.00% | +5+0.4% | Added |
| Quaker Wealth Management, LLC | 1,447 | $51.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,513 | $53.6K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,600 | $57.0K | 0.00% | +1,600 | New |
| GWM Advisors LLC | 1,717 | $60.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,720 | $60.9K | 0.01% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 1,772 | $62.7K | 0.04% | +104+6.2% | Added |
| Bulwark Capital Corp | 2,088 | $73.9K | 0.04% | 00.0% | Unchanged |