Inventrust PropertiesIVT
13F holders, Q1 2024 (March 31)288holders
5famous investors
$25.70avg. 13F price*
At the end of Q1 2024, 288 institutions reported holding Inventrust Properties Corp. (IVT) in their 13F filings. The largest holders were Vanguard Group Inc. ($246.5M), BlackRock Inc. ($169.3M) and Principal Financial Group Inc. ($68.7M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Inventrust Properties Corp.
- CUSIP
- 46124J201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $42.4M |
| Exits | 29 | $17.4M |
Ownership 288 holders
| Vanguard Group Inc. | 0.00% | Add +1.0% | 9,588,192 | $246.5M |
| BlackRock Inc. | 0.00% | Reduce -2.0% | 6,585,648 | $169.3M |
| Principal Financial Group Inc. | 0.04% | Add +17.0% | 2,672,075 | $68.7M |
| State Street Corp. | 0.00% | Reduce -9.2% | 2,498,760 | $64.8M |
| Geode Capital Management, LLC | 0.00% | Add +2.8% | 1,644,200 | $42.3M |
| Morgan Stanley | 0.00% | Reduce -13.7% | 1,219,459 | $31.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +8.4% | 948,640 | $24.4M |
| Millennium Management | 0.02% | Reduce -20.1% | 876,629 | $22.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +17.0% | 777,774 | $20.0M |
| Northern Trust Corp. | 0.00% | Reduce -1.4% | 730,037 | $18.8M |
| Prudential Financial Inc. | 0.03% | Add +43.2% | 720,096 | $18.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.5% | 573,630 | $14.7M |
| Rush Island Management, LP | 1.27% | Add +4.8% | 569,739 | $14.6M |
| Schonfeld Strategic Advisors LLC | 0.11% | Reduce -12.0% | 566,405 | $14.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -21.3% | 577,839 | $14.4M |
| Legal & General Group Plc | 0.00% | Add +0.1% | 506,527 | $13.0M |
| Chilton Capital Management LLC | 0.59% | Reduce -1.6% | 483,412 | $12.5M |
| Van Lanschot Kempen Investment Management N.V. | 0.15% | New | 463,276 | $11.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +6.8% | 413,439 | $10.6M |
| ExodusPoint Capital Management, LP | 0.12% | Add +28.9% | 380,976 | $9.8M |
| Adelante Capital Management LLC | 0.60% | Add +2.5% | 357,262 | $9.2M |
| Allianz Asset Management GmbH | 0.01% | Reduce -14.3% | 330,044 | $8.5M |
| Verition Fund Management LLC | 0.09% | New | 320,799 | $8.2M |
| Balyasny Asset Management L.P. | 0.02% | Add +200.8% | 317,532 | $8.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.5% | 301,680 | $7.8M |
| Makena Capital Management LLC | 1.60% | Add +5.2% | 266,722 | $6.9M |
| Invesco Ltd. | 0.00% | Add +19.9% | 237,924 | $6.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.8% | 236,825 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.0% | 231,300 | $5.9M |
| Guggenheim Capital LLC | 0.04% | Reduce -22.7% | 224,766 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.8% | 193,438 | $5.0M |
| Nuveen Asset Management, LLC | 0.00% | Add +5.7% | 193,188 | $5.0M |
| Third Avenue Management LLC | 0.75% | Reduce -55.9% | 183,296 | $4.7M |
| Asset Management One Co., Ltd. | 0.02% | Add +20.8% | 179,339 | $4.6M |
| LPL Financial LLC | 0.00% | Add +20.0% | 164,660 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -22.4% | 157,662 | $4.1M |
| Norges Bank | 0.00% | New | 153,700 | $4.0M |
| Marshall Wace, LLP | 0.01% | Reduce -54.3% | 148,926 | $3.8M |
| Royal Bank of Canada | 0.00% | Reduce -11.2% | 139,529 | $3.6M |
| Swiss National Bank | 0.00% | No change | 133,100 | $3.4M |
| Mariner, LLC | 0.01% | Add +633.3% | 129,638 | $3.3M |
| HGI Capital Management, LLC | 3.44% | Reduce -20.4% | 124,191 | $3.2M |
| Rhumbline Advisers | 0.00% | Add +1.9% | 120,252 | $3.1M |
| Eagle Asset Management Inc. | 0.01% | New | 116,867 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +8.7% | 112,243 | $2.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +43.0% | 111,606 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.6% | 103,397 | $2.6M |
| UBS Group AG | 0.00% | Reduce -3.4% | 94,958 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.1% | 94,378 | $2.4M |
| Man Group plc | 0.01% | New | 92,682 | $2.4M |
| Tudor Investment Corporation | 0.03% | Add +11.2% | 91,915 | $2.4M |
| Credit Suisse AG/ | 0.00% | Reduce -1.2% | 91,901 | $2.4M |
| HSBC Holdings PLC | 0.00% | Add +74.7% | 83,561 | $2.1M |
| Renaissance Technologies | 0.00% | Add +17.4% | 83,100 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.0% | 83,110 | $2.1M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +4.7% | 79,550 | $2.0M |
| Citadel Advisors | 0.00% | Add +38.1% | 77,770 | $2.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -6.0% | 74,749 | $1.9M |
| California State Teachers Retirement System | 0.00% | Reduce -5.3% | 67,581 | $1.7M |
| Barclays PLC | 0.00% | Reduce -39.6% | 67,006 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +7.3% | 65,370 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +57.8% | 65,367 | $1.7M |
| Deutsche Bank AG | 0.00% | Add +37.5% | 61,244 | $1.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | No change | 59,600 | $1.5M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.05% | New | 59,375 | $1.5M |
| Arete Wealth Advisors, LLC | 0.14% | Reduce -0.3% | 58,680 | $1.5M |
| Cetera Investment Advisers | 0.00% | New | 53,796 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -2.7% | 53,345 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +3.2% | 53,339 | $1.4M |
| Martingale Asset Management L P | 0.03% | Reduce -5.7% | 52,522 | $1.4M |
| Voloridge Investment Management, LLC | 0.00% | Add +23.3% | 52,216 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -52.5% | 50,443 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -0.2% | 47,988 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -3.0% | 46,932 | $1.2M |
| Algert Global LLC | 0.04% | No change | 44,084 | $1.1M |
| HighPoint Advisor Group LLC | 0.08% | Reduce -5.8% | 43,865 | $1.1M |
| Koshinski Asset Management, Inc. | 0.11% | Reduce -14.1% | 41,463 | $1.1M |
| Prelude Capital Management, LLC | 0.07% | Add +120.6% | 41,369 | $1.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 41,301 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | New | 39,523 | $1.0M |
| Creative Planning | 0.00% | Reduce -6.5% | 38,502 | $990K |
| Greenland Capital Management LP | 0.16% | New | 38,000 | $977K |
| Amundi | 0.00% | Reduce -8.0% | 39,798 | $976K |
| Two Sigma Investments, LP | 0.00% | New | 37,787 | $972K |
| MetLife Investment Management, LLC | 0.01% | No change | 36,863 | $948K |
| Citigroup Inc. | 0.00% | Reduce -10.7% | 34,854 | $896K |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.3% | 34,622 | $891K |
| Janus Henderson Group PLC | 0.00% | No change | 34,220 | $879K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.8% | 34,091 | $876K |
| American International Group, Inc. | 0.00% | Reduce -0.8% | 33,529 | $862K |
| Cresset Asset Management, LLC | 0.00% | New | 32,645 | $839K |
| State of Alaska, Department of Revenue | 0.01% | Add +0.5% | 32,125 | $825K |
| Sei Investments Co. | 0.00% | Reduce -42.6% | 31,310 | $805K |
| Calton & Associates, Inc. | 0.37% | Reduce -4.1% | 29,354 | $755K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +2.0% | 28,975 | $745K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 28,905 | $743K |
| Susquehanna Fundamental Investments, LLC | 0.03% | New | 28,666 | $737K |
| New York State Common Retirement Fund | 0.00% | Add +16.3% | 28,365 | $729K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -3.5% | 31,571 | $720K |
| Macquarie Group Ltd. | 0.00% | Reduce -0.0% | 27,820 | $715K |
| Two Sigma Advisers, LP | 0.00% | New | 27,000 | $694K |
| Resona Asset Management Co.,Ltd. | 0.00% | — | 26,445 | $680K |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.7% | 25,857 | $666K |
| Shira Ridge Wealth Management | 0.38% | No change | 25,614 | $659K |
| Lincoln National Corp. | 0.01% | Reduce -1.2% | 24,248 | $623K |
| AlphaQuest LLC | 0.10% | Reduce -41.9% | 23,261 | $598K |
| Dark Forest Capital Management LP | 0.10% | New | 23,109 | $594K |
| Voya Investment Management LLC | 0.00% | Reduce -17.4% | 22,973 | $591K |
| Harbor Capital Advisors, Inc. | 0.08% | Reduce -50.0% | 22,820 | $587K |
| Certified Advisory Corp | 0.08% | Reduce -21.6% | 22,775 | $586K |
| American Century Companies Inc. | 0.00% | Add +14.7% | 22,451 | $577K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.3% | 22,093 | $573K |
| Daiwa Securities Group Inc. | 0.00% | Add +6.6% | 21,958 | $565K |
| Prospera Financial Services Inc | 0.02% | Reduce -3.0% | 21,451 | $551K |
| Waverly Advisors, LLC | 0.01% | Add +37.4% | 21,047 | $541K |
| Quantbot Technologies LP | 0.03% | Add +38.1% | 20,983 | $539K |
| UniSuper Management Pty Ltd | 0.00% | No change | 19,400 | $499K |
| Pictet Asset Management Holding SA | 0.00% | Add +5.6% | 18,982 | $488K |
| Arizona State Retirement System | 0.00% | Reduce -1.7% | 18,559 | $477K |
| Harvest Investment Services, LLC | 0.19% | Add +1.4% | 18,501 | $476K |
| Independent Financial Group, LLC | 0.02% | Reduce -22.6% | 17,560 | $451K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -28.9% | 16,609 | $427K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -8.7% | 16,543 | $425K |
| Boothbay Fund Management, LLC | 0.01% | New | 16,324 | $420K |
| Wolverine Asset Management LLC | 0.04% | Reduce -43.5% | 16,159 | $415K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 16,310 | $414K |
| Gallacher Capital Management LLC | 0.21% | Add +1.3% | 16,022 | $412K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -18.1% | 15,862 | $408K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -3.9% | 15,800 | $406K |
| Handelsbanken Fonder AB | 0.00% | No change | 15,700 | $404K |
| Harbour Investments, Inc. | 0.01% | Add +5.0% | 15,394 | $396K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -58.7% | 15,052 | $390K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.1% | 14,526 | $373K |
| Deerfield Management Company, L.P. | 0.01% | New | 14,470 | $372K |
| Captrust Financial Advisors | 0.00% | Reduce -16.4% | 14,461 | $372K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 14,063 | $362K |
| Cedar Brook Financial Partners, LLC | 0.07% | Reduce -30.5% | 13,363 | $344K |
| Dakota Wealth Management | 0.01% | Reduce -5.4% | 13,272 | $341K |
| Graham Capital Management, L.P. | 0.02% | New | 13,170 | $339K |
| Point72 Asset Management | 0.00% | New | 13,100 | $337K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.2% | 13,005 | $334K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 12,970 | $333K |
| Sigma Planning Corp | 0.01% | Add +48.6% | 12,902 | $332K |
| Retirement Group, LLC | 0.12% | Reduce -1.5% | 12,842 | $330K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -69.1% | 12,659 | $325K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -11.6% | 12,572 | $323K |
| Focus Financial Network, Inc. | 0.02% | — | 13,006 | $319K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | No change | 12,318 | $317K |
| Intrua Financial, LLC | 0.05% | Reduce -4.0% | 12,278 | $316K |
| ProShare Advisors LLC | 0.00% | Add +8.5% | 12,223 | $314K |
| STRS Ohio | 0.00% | Reduce -12.2% | 12,200 | $313K |
| Jump Financial, LLC | 0.01% | Reduce -33.4% | 12,087 | $311K |
| Aberdeen Group plc | 0.00% | Reduce -3.9% | 12,005 | $309K |
| Brevan Howard Capital Management LP | 0.03% | New | 11,969 | $308K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -7.0% | 11,965 | $308K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 11,866 | $305K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -14.3% | 11,651 | $302K |
| Verdence Capital Advisors LLC | 0.03% | No change | 11,558 | $297K |
| International Assets Investment Management, LLC | 0.03% | New | 11,776 | $294K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,066 | $285K |
| Public Employees Retirement System of Ohio | 0.00% | New | 11,048 | $284K |
| Wealthstar Advisors, LLC | 0.10% | Reduce -3.9% | 10,715 | $275K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -5.0% | 10,654 | $274K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -3.1% | 10,455 | $269K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -8.3% | 10,157 | $261K |
| CarsonAllaria Wealth Management, Ltd. | 0.16% | Add +0.5% | 9,828 | $253K |
| Van Eck Associates Corp. | 0.00% | Add +2.3% | 9,752 | $251K |
| Lazari Capital Management, Inc. | 0.13% | Reduce -4.7% | 9,609 | $247K |
| Smallwood Wealth Investment Management, LLC | 0.19% | Add +0.1% | 9,556 | $246K |
| SkyOak Wealth, LLC | 0.06% | No change | 9,542 | $245K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.5% | 9,172 | $236K |
| Vident Advisory, LLC | 0.00% | Reduce -26.9% | 9,078 | $233K |
| PFG Investments, LLC | 0.01% | New | 9,072 | $233K |
| Executive Wealth Management, LLC | 0.02% | No change | 9,303 | $232K |
| Victory Capital Management Inc. | 0.00% | Reduce -2.0% | 8,892 | $229K |
| AE Wealth Management LLC | 0.00% | Reduce -89.0% | 8,800 | $226K |
| Private Wealth Strategies, L.L.C. | 0.05% | New | 12,486 | $226K |
| Brookstone Capital Management | 0.00% | Reduce -15.2% | 8,541 | $220K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -1.4% | 8,496 | $218K |
| Investmark Advisory Group LLC | 0.12% | Reduce -5.4% | 8,406 | $216K |
| Nissay Asset Management Corp. /Japan | 0.00% | Reduce -3.8% | 8,393 | $216K |
| Cwm, LLC | 0.00% | Reduce -30.6% | 8,336 | $214K |
| Cerity Partners LLC | 0.00% | Reduce -35.8% | 8,270 | $213K |
| Madden Advisory Services, Inc. | 0.11% | No change | 8,173 | $210K |
| Park Avenue Securities LLC | 0.00% | Reduce -6.0% | 8,153 | $210K |
| Jane Street Group, LLC | 0.00% | Reduce -86.2% | 8,137 | $209K |
| Allworth Financial LP | 0.00% | Add +0.4% | 8,135 | $209K |
| SG Americas Securities, LLC | 0.00% | Reduce -77.6% | 8,110 | $209K |
| Raymond James & Associates | 0.00% | Reduce -7.2% | 8,031 | $206K |
| Russell Investments Group, Ltd. | 0.00% | Add +4944.5% | 7,365 | $189K |
| Virtus Advisers, LLC | 0.10% | New | 6,966 | $179K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,760 | $174K |
| Point72 (DIFC) Ltd | 0.01% | — | 5,998 | $154K |
| IFP Advisors, Inc | 0.01% | No change | 5,973 | $154K |
| VitalStone Financial, LLC | 0.12% | Reduce -24.0% | 5,869 | $151K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -8.2% | 5,719 | $147K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 5,234 | $135K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | New | 5,047 | $130K |
| NewEdge Advisors, LLC | 0.00% | Add +4.0% | 4,864 | $125K |
| Global Financial Private Client, LLC | 0.05% | No change | 4,992 | $124K |
| Centaurus Financial, Inc. | 0.01% | Reduce -17.9% | 4,276 | $110K |
| Avior Wealth Management, LLC | 0.01% | Add +82.2% | 4,164 | $107K |
| EntryPoint Capital, LLC | 0.09% | Add +899.3% | 4,077 | $105K |
| Vestcor Inc | 0.00% | New | 3,652 | $94K |
| State of Wyoming | 0.01% | New | 3,276 | $84K |
| Gradient Investments LLC | 0.00% | No change | 3,258 | $84K |
| McIlrath & Eck, LLC | 0.01% | Add +0.4% | 3,095 | $80K |
| US Bancorp \de | 0.00% | Add +84.1% | 3,008 | $77K |
| Beacon Capital Management, LLC | 0.02% | Reduce -25.4% | 2,970 | $76K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | No change | 2,656 | $68K |
| Hantz Financial Services, Inc. | 0.00% | Add +11.7% | 2,560 | $66K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,584 | $64K |
| Amalgamated Bank | 0.00% | Reduce -61.1% | 2,319 | $60K |
| Private Trust Co. NA | 0.01% | Reduce -13.1% | 2,310 | $59K |
| FMR LLC | 0.00% | Reduce -5.5% | 2,303 | $59K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.3% | 1,790 | $46K |
| PEAK6 Investments LLC | 0.00% | Reduce -19.1% | 1,672 | $43K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -4.6% | 1,651 | $42K |
| Tyler-Stone Wealth Management | 0.02% | Add +0.7% | 1,499 | $39K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,476 | $38K |
| CoreCap Advisors, LLC | 0.00% | New | 1,387 | $36K |
| NFSG Corp | 0.02% | No change | 1,382 | $36K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 1,268 | $33K |
| NewSquare Capital LLC | 0.00% | Add +319.7% | 1,238 | $32K |
| Comerica Bank | 0.00% | Reduce -1.2% | 1,233 | $32K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,176 | $30K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 1,096 | $28K |
| Principal Securities, Inc. | 0.00% | Reduce -2.0% | 1,093 | $28K |
| Winch Advisory Services, LLC | 0.01% | Add +0.8% | 1,076 | $28K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 1,030 | $26K |
| Aspect Partners, LLC | 0.02% | No change | 1,018 | $26K |
| Emfo, LLC | 0.02% | No change | 1,000 | $26K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.2% | 973 | $25K |
| Blue Trust, Inc. | 0.00% | No change | 873 | $22K |
| Creative Financial Designs Inc. | 0.00% | Add +0.2% | 853 | $22K |
| Spire Wealth Management | 0.00% | No change | 824 | $21K |
| Creekmur Asset Management LLC | 0.01% | Add +0.7% | 814 | $21K |
| Bare Financial Services, Inc | 0.02% | Add +164.5% | 804 | $20K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 809 | $19K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 754 | $19K |
| Global Retirement Partners, LLC | 0.00% | Reduce -34.8% | 748 | $19K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -19.1% | 723 | $19K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.7% | 682 | $18K |
| Jones Financial Companies LLLP | 0.00% | New | 680 | $17K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 675 | $17K |
| Quarry LP | 0.01% | New | 621 | $16K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 591 | $15K |
| Halpern Financial, Inc. | 0.00% | No change | 616 | $15K |
| MCF Advisors LLC | 0.00% | Reduce -26.4% | 562 | $14K |
| Signaturefd, LLC | 0.00% | No change | 553 | $14K |
| SYSTM Wealth Solutions LLC | 0.00% | No change | 441 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 385 | $10K |
| Robinswood Financial LLC | 0.00% | No change | 385 | $10K |
| RFP Financial Group LLC | 0.00% | No change | 355 | $9K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -28.5% | 368 | $9K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.4% | 352 | $9K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 353 | $9K |
| FRG Family Wealth Advisors LLC | 0.00% | New | 345 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 293 | $7K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 285 | $7K |
| Clearstead Advisors, LLC | 0.00% | No change | 287 | $7K |
| Pineridge Advisors LLC | 0.00% | Add +1.1% | 272 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 257 | $7K |
| Dunhill Financial, LLC | 0.00% | Add +0.8% | 254 | $7K |
| PrairieView Partners, LLC | 0.00% | New | 229 | $6K |
| MV Capital Management, Inc. | 0.00% | No change | 233 | $6K |
| Sittner & Nelson, LLC | 0.00% | New | 203 | $5K |
| Fortitude Family Office, LLC | 0.00% | Add +22.8% | 199 | $5K |
| Main Street Group, LTD | 0.00% | Reduce -75.8% | 186 | $5K |
| Nvwm, LLC | 0.00% | No change | 181 | $5K |
| WFA Asset Management Corp | 0.00% | Add +0.7% | 156 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 162 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 152 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 145 | $4K |
| Continuum Advisory, LLC | 0.00% | New | 145 | $4K |
| Blume Capital Management, Inc. | 0.00% | No change | 130 | $3K |
| Valued Wealth Advisors LLC | 0.00% | New | 125 | $3K |
| Private Ocean, LLC | 0.00% | New | 117 | $3K |
| Centerpoint Advisors, LLC | 0.00% | No change | 100 | $3K |
| Catalyst Funds Management Pty Ltd | 0.00% | — | 100 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 94 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 116 | $2K |
| Group One Trading LLC | 0.00% | No change | 75 | $2K |
| Castleview Partners, LLC | 0.00% | Add +3.7% | 56 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -25.3% | 56 | $1K |
| Rothschild Investment LLC | 0.00% | New | 10 | $257 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $26 |
| Covestor Ltd | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is IVT's weight in each manager's 13F, not the share of Inventrust Properties Corp. the manager owns.