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 |
|---|---|---|---|---|---|
| Ameriflex Group, Inc. | 2,139 | $75.7K | 0.03% | +17+0.8% | Added |
| Private Trust Co NA | 2,242 | $79.4K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 2,400 | $85.0K | 0.01% | +205+9.3% | Added |
| EverSource Wealth Advisors, LLC | 2,587 | $91.6K | 0.00% | +1,428+123.2% | Added |
| KBC Group NV | 2,598 | $92.0K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,638 | $93.4K | 0.00% | +2,638 | New |
| Jones Financial Companies LLLP | 2,626 | $95.0K | 0.00% | +179+7.3% | Added |
| Strategic Wealth Partners, Ltd. | 2,760 | $97.7K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 2,839 | $100.5K | 0.00% | −172−5.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,936 | $103.9K | 0.00% | +290+11.0% | Added |
| US Bancorp | 3,016 | $106.8K | 0.00% | −165−5.2% | Reduced |
| Itau Unibanco Holding S.A. | 3,059 | $108.3K | 0.00% | −981−24.3% | Reduced |
| Spire Wealth Management | 3,115 | $110.3K | 0.00% | +900+40.6% | Added |
| Northwest & Ethical Investments L.P. | 3,275 | $118.7K | 0.00% | −5,387−62.2% | Reduced |
| Kingdom Financial Group LLC. | 3,408 | $120.6K | 0.03% | +26+0.8% | Added |
| Global Retirement Partners, LLC | 3,639 | $128.8K | 0.00% | +3,639 | New |
| Peterson Wealth Management | 4,268 | $151.1K | 0.07% | +33+0.8% | Added |
| Tower Research Capital LLC (TRC) | 4,456 | $157.7K | 0.00% | −1,912−30.0% | Reduced |
| IFP Advisors, Inc | 4,587 | $162.4K | 0.00% | −1,464−24.2% | Reduced |
| Hantz Financial Services, Inc. | 4,631 | $164.0K | 0.00% | +2,582+126.0% | Added |
| SRS Capital Advisors, Inc. | 4,662 | $165.0K | 0.00% | +4,662 | New |
| Smallwood Wealth Investment Management, LLC | 5,507 | $194.9K | 0.09% | −557−9.2% | Reduced |
| Harbour Investments, Inc. | 5,578 | $197.5K | 0.00% | −1,704−23.4% | Reduced |
| Diversify Advisory Services, LLC | 5,602 | $201.5K | 0.00% | +5,602 | New |
| Diversify Wealth Management, LLC | 5,602 | $201.5K | 0.00% | +5,602 | New |
| Gallacher Capital Management LLC | 5,820 | $206.0K | 0.12% | −2,777−32.3% | Reduced |
| True North Advisors, LLC | 5,929 | $209.9K | 0.02% | +5,929 | New |
| Concurrent Investment Advisors, LLC | 6,006 | $212.6K | 0.00% | −2,379−28.4% | Reduced |
| Assetmark, Inc | 6,018 | $213.0K | 0.00% | +485+8.8% | Added |
| Bank of Montreal | 6,024 | $213.2K | 0.00% | +6,024 | New |
| CIBC Asset Management Inc | 6,065 | $214.7K | 0.00% | +6,065 | New |
| Capstone Financial Advisors, Inc. | 6,065 | $214.7K | 0.01% | +6,065 | New |
| Northwestern Mutual Wealth Management Co | 6,160 | $218.1K | 0.00% | −498−7.5% | Reduced |
| Arkadios Wealth Advisors | 6,161 | $218.1K | 0.00% | +6,161 | New |
| State of Tennessee, Treasury Department | 6,346 | $224.6K | 0.00% | +6,346 | New |
| Dakota Wealth Management | 6,518 | $230.7K | 0.00% | −1,632−20.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 6,627 | $234.6K | 0.00% | −339,639−98.1% | Reduced |
| Savant Capital, LLC | 6,691 | $235.4K | 0.00% | +6,691 | New |
| Diversified Enterprises, LLC | 6,678 | $236.4K | 0.01% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 6,692 | $236.9K | 0.00% | +6,692 | New |
| Focus Financial Network, Inc. | 6,760 | $239.3K | 0.01% | −205−2.9% | Reduced |
| Investmark Advisory Group LLC | 6,778 | $239.9K | 0.09% | −80−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 7,201 | $254.9K | 0.01% | +679+10.4% | Added |
| Longboard Asset Management, LP | 7,572 | $268.0K | 4.49% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7,773 | $271.5K | 0.02% | −369−4.5% | Reduced |
| Brookstone Capital Management | 7,695 | $272.4K | 0.00% | +5+0.1% | Added |
| JustInvest LLC | 7,757 | $274.6K | 0.00% | +587+8.2% | Added |
| M&T Bank Corp | 7,996 | $282.6K | 0.00% | −50−0.6% | Reduced |
| Madden Advisory Services, Inc. | 8,173 | $289.3K | 0.10% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 8,220 | $291.0K | 0.05% | +8,220 | New |
| Farther Finance Advisors, LLC | 8,262 | $292.5K | 0.00% | +217+2.7% | Added |
| Xponance, Inc. | 8,569 | $303.3K | 0.00% | +479+5.9% | Added |
| HighPoint Advisor Group LLC | 8,596 | $304.3K | 0.01% | −81−0.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,708 | $308.3K | 0.01% | −320−3.5% | Reduced |
| Harvest Investment Services, LLC | 8,820 | $312.2K | 0.05% | −509−5.5% | Reduced |
| SkyOak Wealth, LLC | 8,885 | $314.5K | 0.05% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 8,926 | $316.0K | 0.00% | +8,926 | New |
| Virtu Financial LLC | 8,973 | $318.0K | 0.01% | +8,973 | New |
| Certified Advisory Corp | 8,997 | $318.5K | 0.03% | +257+2.9% | Added |
| EP Wealth Advisors, LLC | 9,069 | $321.0K | 0.00% | +1,065+13.3% | Added |
| Allstate Corp | 9,074 | $321.2K | 0.00% | −3,302−26.7% | Reduced |
| UniSuper Management Pty Ltd | 9,300 | $329.2K | 0.00% | −6,500−41.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,314 | $329.7K | 0.00% | +32+0.3% | Added |
| Allworth Financial LP | 9,368 | $331.6K | 0.00% | +153+1.7% | Added |
| Truist Financial Corp | 9,645 | $341.4K | 0.00% | +145+1.5% | Added |
| Perigon Wealth Management, LLC | 9,968 | $352.9K | 0.01% | −475−4.5% | Reduced |
| Cerity Partners LLC | 10,352 | $366.5K | 0.00% | −100−1.0% | Reduced |
| State of Wisconsin Investment Board | 10,417 | $368.8K | 0.00% | +2,740+35.7% | Added |
| Intrua Financial, LLC | 10,424 | $369.0K | 0.03% | −253−2.4% | Reduced |
| Integrated Wealth Concepts LLC | 10,588 | $374.8K | 0.00% | +462+4.6% | Added |
| Private Advisor Group, LLC | 10,716 | $379.4K | 0.00% | +368+3.6% | Added |
| Captrust Financial Advisors | 10,754 | $380.7K | 0.00% | −686−6.0% | Reduced |
| Park Avenue Securities LLC | 10,980 | $389.0K | 0.00% | −335−3.0% | Reduced |
| Two Sigma Securities, LLC | 11,169 | $395.4K | 0.03% | +11,169 | New |
| Graham Capital Management, L.P. | 11,202 | $396.6K | 0.01% | −7,175−39.0% | Reduced |
| ProShare Advisors LLC | 11,297 | $399.9K | 0.00% | −19−0.2% | Reduced |
| Maryland State Retirement & Pension System | 11,311 | $400.4K | 0.01% | +11,311 | New |
| Prospera Financial Services Inc | 11,342 | $401.5K | 0.01% | −567−4.8% | Reduced |
| Squarepoint Ops LLC | 11,344 | $401.6K | 0.00% | −10,173−47.3% | Reduced |
| Verdence Capital Advisors LLC | 11,558 | $409.2K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 11,582 | $410.0K | 0.00% | −1,803−13.5% | Reduced |
| J.W. Cole Advisors, Inc. | 11,966 | $423.6K | 0.01% | −727−5.7% | Reduced |
| MML Investors Services, LLC | 12,208 | $432.2K | 0.00% | −849−6.5% | Reduced |
| Pictet Asset Management Holding SA | 12,372 | $438.0K | 0.00% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 12,528 | $443.5K | 0.01% | +12,528 | New |
| Gross & Hartman Investments LLC | 12,530 | $443.6K | 0.20% | +1,315+11.7% | Added |
| Safe Harbor Family Capital, LLC | 12,530 | $443.6K | 0.30% | +1,315+11.7% | Added |
| IFM Investors Pty Ltd | 12,728 | $450.6K | 0.00% | +151+1.2% | Added |
| Nissay Asset Management Corp | 12,818 | $453.8K | 0.00% | +487+3.9% | Added |
| VARCOV Co. | 12,951 | $458.5K | 0.17% | −30,338−70.1% | Reduced |
| Sun Life Financial INC | 13,122 | $465.0K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 13,197 | $467.2K | 0.00% | +52+0.4% | Added |
| Mercer Global Advisors Inc | 13,446 | $476.0K | 0.00% | +580+4.5% | Added |
| RSM US Wealth Management LLC | 13,474 | $477.0K | 0.01% | +70+0.5% | Added |
| Significant Wealth Partners LLC | 13,582 | $480.8K | 0.52% | +323+2.4% | Added |
| Dynamic Technology Lab Private Ltd | 13,697 | $485.0K | 0.11% | −2,703−16.5% | Reduced |
| Geneos Wealth Management Inc. | 13,712 | $485.4K | 0.01% | −1,118−7.5% | Reduced |
| Inceptionr LLC | 13,717 | $485.6K | 0.12% | +13,717 | New |
| Merit Financial Group, LLC | 13,730 | $486.1K | 0.00% | +144+1.1% | Added |
| BNP Paribas Arbitrage, SA | 13,884 | $491.5K | 0.00% | −24,659−64.0% | Reduced |