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 |
|---|---|---|---|---|---|
| Longboard Asset Management, LP | 7,572 | $268.0K | 4.49% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,201 | $254.9K | 0.01% | +679+10.4% | Added |
| Investmark Advisory Group LLC | 6,778 | $239.9K | 0.09% | −80−1.2% | Reduced |
| Focus Financial Network, Inc. | 6,760 | $239.3K | 0.01% | −205−2.9% | Reduced |
| OpenArc Corporate Advisory, LLC | 6,692 | $236.9K | 0.00% | +6,692 | New |
| Diversified Enterprises, LLC | 6,678 | $236.4K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 6,691 | $235.4K | 0.00% | +6,691 | New |
| Jacobs Levy Equity Management, Inc | 6,627 | $234.6K | 0.00% | −339,639−98.1% | Reduced |
| Dakota Wealth Management | 6,518 | $230.7K | 0.00% | −1,632−20.0% | Reduced |
| State of Tennessee, Treasury Department | 6,346 | $224.6K | 0.00% | +6,346 | New |
| Arkadios Wealth Advisors | 6,161 | $218.1K | 0.00% | +6,161 | New |
| Northwestern Mutual Wealth Management Co | 6,160 | $218.1K | 0.00% | −498−7.5% | Reduced |
| 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 |
| Bank of Montreal | 6,024 | $213.2K | 0.00% | +6,024 | New |
| Assetmark, Inc | 6,018 | $213.0K | 0.00% | +485+8.8% | Added |
| Concurrent Investment Advisors, LLC | 6,006 | $212.6K | 0.00% | −2,379−28.4% | Reduced |
| True North Advisors, LLC | 5,929 | $209.9K | 0.02% | +5,929 | New |
| Gallacher Capital Management LLC | 5,820 | $206.0K | 0.12% | −2,777−32.3% | 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 |
| Harbour Investments, Inc. | 5,578 | $197.5K | 0.00% | −1,704−23.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5,507 | $194.9K | 0.09% | −557−9.2% | Reduced |
| SRS Capital Advisors, Inc. | 4,662 | $165.0K | 0.00% | +4,662 | New |
| Hantz Financial Services, Inc. | 4,631 | $164.0K | 0.00% | +2,582+126.0% | Added |
| IFP Advisors, Inc | 4,587 | $162.4K | 0.00% | −1,464−24.2% | Reduced |
| Tower Research Capital LLC (TRC) | 4,456 | $157.7K | 0.00% | −1,912−30.0% | Reduced |
| Peterson Wealth Management | 4,268 | $151.1K | 0.07% | +33+0.8% | Added |
| Global Retirement Partners, LLC | 3,639 | $128.8K | 0.00% | +3,639 | New |
| Kingdom Financial Group LLC. | 3,408 | $120.6K | 0.03% | +26+0.8% | Added |
| Northwest & Ethical Investments L.P. | 3,275 | $118.7K | 0.00% | −5,387−62.2% | Reduced |
| Spire Wealth Management | 3,115 | $110.3K | 0.00% | +900+40.6% | Added |
| Itau Unibanco Holding S.A. | 3,059 | $108.3K | 0.00% | −981−24.3% | Reduced |
| US Bancorp | 3,016 | $106.8K | 0.00% | −165−5.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,936 | $103.9K | 0.00% | +290+11.0% | Added |
| FIL Ltd | 2,839 | $100.5K | 0.00% | −172−5.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,760 | $97.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,626 | $95.0K | 0.00% | +179+7.3% | Added |
| IFG Advisory, LLC | 2,638 | $93.4K | 0.00% | +2,638 | New |
| KBC Group NV | 2,598 | $92.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,587 | $91.6K | 0.00% | +1,428+123.2% | Added |
| Avalon Trust Co | 2,400 | $85.0K | 0.01% | +205+9.3% | Added |
| Private Trust Co NA | 2,242 | $79.4K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,139 | $75.7K | 0.03% | +17+0.8% | Added |
| Bulwark Capital Corp | 2,088 | $73.9K | 0.04% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 1,772 | $62.7K | 0.04% | +104+6.2% | Added |
| Trust Co of Toledo NA | 1,720 | $60.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,717 | $60.8K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,600 | $57.0K | 0.00% | +1,600 | New |
| Versant Capital Management, Inc | 1,513 | $53.6K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,447 | $51.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,339 | $47.4K | 0.00% | +5+0.4% | Added |
| Heritage Wealth Advisors | 1,250 | $44.3K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,176 | $41.6K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,161 | $41.1K | 0.01% | +9+0.8% | Added |
| Nykredit A/S | 1,089 | $38.6K | 0.00% | +1,089 | New |
| Bernard Wealth Management Corp. | 1,075 | $38.1K | 0.01% | +8+0.7% | Added |
| Buck Wealth Strategies, LLC | 1,051 | $37.2K | 0.00% | +1,051 | New |
| Signaturefd, LLC | 1,051 | $37.2K | 0.00% | +153+17.0% | Added |
| GF Fund Management Co. Ltd. | 1,040 | $36.8K | 0.00% | −134−11.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 946 | $33.5K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 905 | $32.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 902 | $31.9K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 881 | $31.0K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 844 | $30.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 821 | $29.1K | 0.01% | +821 | New |
| Trust Co | 800 | $28.3K | 0.00% | +800 | New |
| CoreCap Advisors, LLC | 768 | $27.2K | 0.00% | +18+2.4% | Added |
| Cherry Tree Wealth Management, LLC | 754 | $26.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 739 | $26.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 613 | $21.7K | 0.00% | +35+6.1% | Added |
| Cranbrook Wealth Management, LLC | 591 | $20.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 589 | $20.9K | 0.00% | −2,292−79.6% | Reduced |
| First Pacific Financial | 581 | $20.6K | 0.00% | +581 | New |
| Quarry LP | 580 | $20.5K | 0.00% | +580 | New |
| Kemnay Advisory Services Inc. | 575 | $20.4K | 0.00% | −64−10.0% | Reduced |
| Princeton Global Asset Management LLC | 539 | $19.1K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 518 | $18.3K | 0.00% | +318+159.0% | Added |
| Creative Financial Designs Inc | 491 | $17.4K | 0.00% | +1+0.2% | Added |
| TSFG, LLC | 464 | $16.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 442 | $15.6K | 0.00% | +90+25.6% | Added |
| Luminist Capital LLC | 391 | $13.8K | 0.02% | +391 | New |
| MCF Advisors LLC | 389 | $13.8K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 384 | $13.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 373 | $13.2K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 360 | $12.7K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 330 | $11.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 327 | $11.6K | 0.00% | +40+13.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 325 | $11.5K | 0.00% | +325 | New |
| Mirae Asset Global Investments Co., Ltd. | 320 | $11.3K | 0.00% | −1,279−80.0% | Reduced |
| Exchange Traded Concepts, LLC | 300 | $10.6K | 0.00% | −212−41.4% | Reduced |
| Alerus Financial NA | 300 | $10.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 293 | $10.4K | 0.00% | 00.0% | Unchanged |
| Whi Trust Co LLC | 292 | $10.3K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 257 | $9.16K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 293 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 252 | $8.98K | 0.00% | −4,019−94.1% | Reduced |
| Planning Strategies Inc. | 250 | $8.85K | 0.01% | +250 | New |
| Huntington National Bank | 236 | $8.35K | 0.00% | +236 | New |
| MV Capital Management, Inc. | 233 | $8.25K | 0.00% | 00.0% | Unchanged |