Inventrust PropertiesIVT
13F holders, Q3 2024 (September 30)303holders +23
48new positions
27sold out
6famous investors
$28.39avg. 13F price*
At the end of Q3 2024, 303 institutions reported holding Inventrust Properties Corp. (IVT) in their 13F filings, up 23 from Q2 2024. 48 opened new positions and 27 sold out. The largest holders were Vanguard Group Inc. ($303.6M), BlackRock, Inc. ($198.3M) and Principal Financial Group Inc. ($116.8M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Inventrust Properties Corp.
- CUSIP
- 46124J201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $137.0M |
| Exits | 27 | $32.0M |
All 13F filers, Q2 2024 → Q3 2024: 12,258,329 shares bought and 3,392,654 shares sold, net +8,865,675 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 303 holders
| Vanguard Group Inc. | 0.01% | Add +11.3% | 10,701,871 | $303.6M |
| BlackRock, Inc. | 0.00% | — | 6,989,087 | $198.3M |
| Principal Financial Group Inc. | 0.06% | Add +21.9% | 4,117,296 | $116.8M |
| State Street Corp. | 0.00% | Reduce -1.2% | 2,479,541 | $70.9M |
| Geode Capital Management, LLC | 0.00% | Add +5.4% | 1,816,716 | $51.5M |
| Millennium Management | 0.04% | Add +62.0% | 1,617,764 | $45.9M |
| Centersquare Investment Management LLC | 0.33% | New | 1,248,411 | $35.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +17.5% | 1,179,667 | $33.5M |
| Balyasny Asset Management L.P. | 0.09% | Add +227.3% | 1,163,673 | $33.0M |
| Schroder Investment Management Group | 0.03% | New | 912,061 | $25.6M |
| Nuveen Asset Management, LLC | 0.01% | Add +96.5% | 878,310 | $25.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.2% | 831,008 | $23.6M |
| Northern Trust Corp. | 0.00% | Add +2.1% | 739,002 | $21.0M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +344.6% | 650,855 | $18.5M |
| Prudential Financial Inc. | 0.03% | Reduce -16.7% | 630,878 | $17.9M |
| FMR LLC | 0.00% | Add +22456.4% | 580,602 | $16.5M |
| JPMorgan Chase & Co. | 0.00% | Add +6.8% | 552,774 | $15.7M |
| Verition Fund Management LLC | 0.11% | Add +26.2% | 522,622 | $14.8M |
| Jacobs Levy Equity Management, Inc. | 0.06% | Add +7.1% | 521,979 | $14.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -1.2% | 520,227 | $14.8M |
| Ghisallo Capital Management LLC | 0.77% | New | 500,000 | $14.2M |
| Zimmer Partners, LP | 0.27% | New | 500,000 | $14.2M |
| Adelante Capital Management LLC | 0.88% | Add +34.4% | 481,437 | $13.7M |
| Qube Research & Technologies Ltd | 0.02% | Add +93.9% | 478,057 | $13.6M |
| Morgan Stanley | 0.00% | Reduce -49.3% | 476,419 | $13.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +425.6% | 462,879 | $13.1M |
| Ameriprise Financial Inc. | 0.00% | Add +259.6% | 403,856 | $11.5M |
| Legal & General Group Plc | 0.00% | Reduce -10.7% | 394,700 | $11.2M |
| Makena Capital Management LLC | 2.29% | Reduce -2.2% | 335,628 | $9.5M |
| Alyeska Investment Group, L.P. | 0.05% | New | 320,132 | $9.1M |
| Allianz Asset Management GmbH | 0.01% | Add +3.4% | 300,510 | $8.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +34.2% | 298,884 | $8.5M |
| Chilton Capital Management LLC | 0.35% | Reduce -35.5% | 291,979 | $8.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -16.9% | 272,309 | $7.7M |
| Invesco Ltd. | 0.00% | Reduce -1.1% | 243,193 | $6.9M |
| Eagle Asset Management Inc. | 0.03% | Add +85.9% | 216,832 | $6.7M |
| Renaissance Technologies | 0.01% | Add +77.0% | 216,300 | $6.1M |
| Third Avenue Management LLC | 0.85% | Reduce -0.1% | 183,176 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -24.4% | 165,208 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.8% | 161,424 | $4.6M |
| Marshall Wace, LLP | 0.01% | Add +113.0% | 160,776 | $4.6M |
| Asset Management One Co., Ltd. | 0.02% | Add +4.2% | 155,058 | $4.4M |
| Swiss National Bank | 0.00% | Add +11.8% | 148,800 | $4.2M |
| LPL Financial LLC | 0.00% | Reduce -12.6% | 148,599 | $4.2M |
| Voloridge Investment Management, LLC | 0.01% | Add +108.9% | 145,014 | $4.1M |
| D. E. Shaw & Co. | 0.01% | Add +265.0% | 138,588 | $3.9M |
| Van Lanschot Kempen Investment Management N.V. | 0.04% | Reduce -35.7% | 137,874 | $3.9M |
| Seven Grand Managers, LLC | 0.80% | New | 126,000 | $3.6M |
| Rhumbline Advisers | 0.00% | Add +3.8% | 122,075 | $3.5M |
| GSI Capital Advisors LLC | 1.68% | New | 118,308 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -25.1% | 117,206 | $3.3M |
| Maven Securities LTD | 0.37% | New | 115,566 | $3.3M |
| Guggenheim Capital LLC | 0.02% | Reduce -46.0% | 115,195 | $3.3M |
| Martingale Asset Management L P | 0.07% | Add +57.2% | 110,858 | $3.1M |
| Jane Street Group, LLC | 0.01% | Add +61.5% | 110,067 | $3.1M |
| Cubist Systematic Strategies, LLC | 0.05% | New | 109,072 | $3.1M |
| Barclays PLC | 0.00% | Add +285.3% | 109,027 | $3.1M |
| Norges Bank | 0.00% | New | 103,300 | $2.9M |
| Boothbay Fund Management, LLC | 0.10% | Add +324.6% | 102,722 | $2.9M |
| Prelude Capital Management, LLC | 0.22% | Add +183.2% | 100,503 | $2.9M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +12.0% | 94,560 | $2.7M |
| Bank of America Corp. | 0.00% | Add +62.8% | 93,276 | $2.6M |
| Royal Bank of Canada | 0.00% | Reduce -32.2% | 90,334 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -9.4% | 89,364 | $2.5M |
| HSBC Holdings PLC | 0.00% | Reduce -1.7% | 88,526 | $2.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +6.8% | 81,470 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.0% | 80,762 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | New | 69,784 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -9.2% | 68,898 | $2.0M |
| Deutsche Bank AG | 0.00% | Add +14.2% | 68,746 | $2.0M |
| First Trust Advisors LP | 0.00% | Add +48.4% | 68,239 | $1.9M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.05% | Add +36.1% | 67,587 | $1.9M |
| Algert Global LLC | 0.05% | Add +28.9% | 65,621 | $1.9M |
| Employees Retirement System of Texas | 0.02% | New | 65,000 | $1.8M |
| California State Teachers Retirement System | 0.00% | Reduce -3.0% | 64,234 | $1.8M |
| Citigroup Inc. | 0.00% | Add +80.6% | 63,291 | $1.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +45.8% | 59,837 | $1.7M |
| Bank of Montreal | 0.00% | New | 58,823 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +1.6% | 58,181 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +4.6% | 56,428 | $1.6M |
| Monashee Investment Management LLC | 0.17% | New | 55,000 | $1.6M |
| UBS Group AG | 0.00% | Add +18.1% | 53,005 | $1.5M |
| Jackson Creek Investment Advisors LLC | 0.44% | New | 52,287 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -32.4% | 51,555 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | New | 49,981 | $1.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +9.4% | 48,822 | $1.4M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.4% | 48,370 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -2.3% | 45,682 | $1.3M |
| Citadel Advisors | 0.00% | Add +89.6% | 45,213 | $1.3M |
| Arete Wealth Advisors, LLC | 0.11% | Reduce -9.8% | 44,796 | $1.3M |
| HighPoint Advisor Group LLC | 0.07% | Reduce -2.1% | 42,541 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -5.2% | 44,102 | $1.3M |
| Harbor Capital Advisors, Inc. | 0.05% | Reduce -8.5% | 43,546 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | Add +0.6% | 41,919 | $1.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Reduce -32.8% | 40,067 | $1.1M |
| Diametric Capital, LP | 0.56% | New | 39,753 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.9% | 38,680 | $1.1M |
| Creative Planning | 0.00% | Reduce -6.6% | 38,175 | $1.1M |
| Point72 Asset Management | 0.00% | New | 37,911 | $1.1M |
| Macquarie Group Ltd. | 0.00% | Reduce -6.5% | 37,746 | $1.1M |
| Sterling Capital Management LLC | 0.01% | — | 37,588 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.5% | 37,428 | $1.1M |
| Amundi | 0.00% | Reduce -8.4% | 36,466 | $1.1M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.6% | 36,438 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.9% | 34,989 | $993K |
| Sei Investments Co. | 0.00% | Add +9.4% | 34,427 | $977K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +6.8% | 34,097 | $969K |
| Janus Henderson Group PLC | 0.00% | No change | 33,872 | $961K |
| AlphaQuest LLC | 0.09% | Reduce -54.8% | 33,801 | $959K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.2% | 32,308 | $915K |
| Merit Financial Group, LLC | 0.02% | New | 30,951 | $878K |
| Two Sigma Investments, LP | 0.00% | Add +35.3% | 30,648 | $869K |
| Greenland Capital Management LP | 0.15% | New | 30,000 | $851K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +5.3% | 29,573 | $838K |
| Nebula Research & Development LLC | 0.10% | New | 29,311 | $832K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 28,905 | $820K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -22.1% | 28,817 | $818K |
| Lazard Asset Management LLC | 0.00% | Add +364.9% | 26,934 | $764K |
| Vanderbilt University | 0.14% | New | 26,165 | $742K |
| Shira Ridge Wealth Management | 0.37% | No change | 25,614 | $727K |
| Daiwa Securities Group Inc. | 0.00% | Add +18.6% | 25,365 | $720K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -44.0% | 25,259 | $717K |
| Quadrature Capital Ltd | 0.02% | New | 24,242 | $687K |
| Jennison Associates LLC | 0.00% | New | 23,400 | $664K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -21.4% | 22,516 | $639K |
| Voya Investment Management LLC | 0.00% | Reduce -3.9% | 22,423 | $636K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 22,580 | $634K |
| Handelsbanken Fonder AB | 0.00% | Add +36.2% | 22,200 | $630K |
| FORA Capital, LLC | 0.07% | New | 21,974 | $623K |
| American Century Companies Inc. | 0.00% | Reduce -9.5% | 21,951 | $623K |
| Waverly Advisors, LLC | 0.01% | Add +0.0% | 21,853 | $620K |
| Fox Run Management, L.L.C. | 0.14% | New | 21,650 | $614K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.1% | 21,441 | $608K |
| Intech Investment Management LLC | 0.01% | New | 20,590 | $584K |
| New York State Common Retirement Fund | 0.00% | Reduce -28.9% | 20,174 | $572K |
| Arizona State Retirement System | 0.00% | Add +3.0% | 19,544 | $554K |
| Mariner, LLC | 0.00% | Reduce -73.6% | 19,450 | $552K |
| UniSuper Management Pty Ltd | 0.00% | No change | 19,400 | $550K |
| Harvest Investment Services, LLC | 0.17% | Add +4.4% | 18,835 | $534K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -16.2% | 18,544 | $531K |
| Tudor Investment Corporation | 0.01% | Reduce -77.2% | 18,575 | $527K |
| Wolverine Asset Management LLC | 0.05% | Reduce -66.1% | 18,227 | $517K |
| Prospera Financial Services Inc | 0.01% | Reduce -13.5% | 17,234 | $489K |
| Certified Advisory Corp | 0.05% | Reduce -14.4% | 16,958 | $481K |
| Cresset Asset Management, LLC | 0.00% | Reduce -49.0% | 16,656 | $473K |
| Vident Advisory, LLC | 0.01% | Add +85.7% | 16,456 | $467K |
| Independent Financial Group, LLC | 0.02% | Reduce -3.0% | 16,271 | $462K |
| IFM Investors Pty Ltd | 0.00% | Add +1.0% | 15,805 | $448K |
| Geneos Wealth Management Inc. | 0.02% | Add +0.0% | 15,506 | $440K |
| Cambria Investment Management, L.P. | 0.03% | Add +16.7% | 15,431 | $438K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -60.5% | 15,132 | $429K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 16,310 | $413K |
| Cerity Partners LLC | 0.00% | New | 14,517 | $412K |
| SG Americas Securities, LLC | 0.00% | New | 14,468 | $410K |
| Quantbot Technologies LP | 0.02% | New | 14,420 | $409K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.3% | 14,353 | $407K |
| Aberdeen Group plc | 0.00% | Add +12.7% | 13,987 | $397K |
| Squarepoint Ops LLC | 0.00% | New | 13,756 | $390K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +6.9% | 13,723 | $389K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.2% | 13,115 | $372K |
| ProShare Advisors LLC | 0.00% | Add +41.3% | 12,877 | $365K |
| STRS Ohio | 0.00% | No change | 12,700 | $360K |
| Harbour Investments, Inc. | 0.01% | Reduce -5.7% | 12,662 | $359K |
| Captrust Financial Advisors | 0.00% | Reduce -19.7% | 12,660 | $359K |
| Van Eck Associates Corp. | 0.00% | Add +12.3% | 11,711 | $345K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.9% | 12,046 | $344K |
| Johnson Financial Group, LLC | 0.04% | No change | 11,984 | $340K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | No change | 11,969 | $340K |
| Magnetar Financial LLC | 0.01% | Add +41.2% | 11,936 | $339K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 11,866 | $337K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -3.0% | 11,774 | $334K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +1.1% | 11,535 | $330K |
| Verdence Capital Advisors LLC | 0.03% | No change | 11,558 | $328K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 11,511 | $327K |
| Intrua Financial, LLC | 0.05% | Reduce -6.2% | 11,473 | $325K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +6.0% | 11,468 | $325K |
| Gallacher Capital Management LLC | 0.15% | Reduce -29.1% | 11,388 | $323K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,066 | $314K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -97.3% | 10,900 | $309K |
| Dakota Wealth Management | 0.01% | No change | 10,316 | $293K |
| CarsonAllaria Wealth Management, Ltd. | 0.16% | Add +0.5% | 9,936 | $282K |
| Executive Wealth Management, LLC | 0.02% | No change | 9,703 | $275K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +5.3% | 9,495 | $269K |
| Smallwood Wealth Investment Management, LLC | 0.19% | Reduce -1.0% | 9,465 | $269K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -6.4% | 9,383 | $266K |
| Safe Harbor Fiduciary, LLC | 0.25% | — | 10,574 | $263K |
| International Assets Investment Management, LLC | 0.02% | Reduce -32.2% | 9,223 | $262K |
| EntryPoint Capital, LLC | 0.15% | Add +4.0% | 9,141 | $259K |
| Cwm, LLC | 0.00% | Add +9.3% | 9,022 | $256K |
| Jump Financial, LLC | 0.01% | New | 8,982 | $255K |
| Sigma Planning Corp | 0.01% | Reduce -26.4% | 8,969 | $254K |
| Corient Private Wealth LP | 0.00% | New | 8,956 | $254K |
| SkyOak Wealth, LLC | 0.06% | Reduce -6.9% | 8,885 | $252K |
| Raymond James & Associates | 0.00% | Add +4.0% | 8,885 | $252K |
| IFP Advisors, Inc | 0.01% | Reduce -2.3% | 8,869 | $252K |
| Allworth Financial LP | 0.00% | Reduce -23.1% | 8,609 | $244K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.6% | 8,577 | $243K |
| Brookstone Capital Management | 0.00% | Reduce -3.6% | 8,442 | $239K |
| Susquehanna Portfolio Strategies, LLC | 0.02% | No change | 8,423 | $239K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +59.2% | 8,337 | $237K |
| Madden Advisory Services, Inc. | 0.11% | No change | 8,173 | $232K |
| Investmark Advisory Group LLC | 0.11% | New | 7,966 | $226K |
| Man Group plc | 0.00% | Reduce -6.0% | 7,881 | $224K |
| XTX Topco Ltd | 0.02% | New | 7,678 | $218K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 7,659 | $217K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -29.0% | 7,542 | $214K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -8.1% | 7,462 | $212K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -19.4% | 7,315 | $208K |
| Mercer Global Advisors Inc. | 0.00% | New | 6,960 | $201K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,760 | $192K |
| Virtus Advisers, LLC | 0.09% | Reduce -7.9% | 6,679 | $189K |
| Global Financial Private Client, LLC | 0.07% | No change | 5,992 | $170K |
| Sandia Investment Management LP | 0.23% | New | 5,000 | $142K |
| VitalStone Financial, LLC | 0.09% | Reduce -23.2% | 4,509 | $128K |
| US Bancorp \de | 0.00% | Add +39.8% | 3,810 | $108K |
| State of Wyoming | 0.02% | Reduce -61.8% | 3,785 | $107K |
| Beacon Capital Management, LLC | 0.01% | No change | 3,663 | $105K |
| CIBC Private Wealth Group LLC | 0.00% | Add +8.9% | 3,694 | $105K |
| Vestcor Inc | 0.00% | New | 3,665 | $104K |
| McIlrath & Eck, LLC | 0.01% | Reduce -2.2% | 3,026 | $86K |
| Avior Wealth Management, LLC | 0.00% | No change | 2,826 | $80K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -75.3% | 2,766 | $78K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | No change | 2,656 | $75K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +34.9% | 2,634 | $75K |
| Amalgamated Bank | 0.00% | No change | 2,388 | $68K |
| Private Trust Co. NA | 0.01% | No change | 2,307 | $65K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -8.8% | 2,091 | $59K |
| FIL Ltd | 0.00% | Reduce -64.6% | 1,908 | $54K |
| Parallel Advisors, LLC | 0.00% | No change | 1,785 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,671 | $47K |
| Creekmur Asset Management LLC | 0.01% | Add +96.7% | 1,617 | $46K |
| NewEdge Advisors, LLC | 0.00% | Reduce -43.5% | 1,581 | $45K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,476 | $42K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,386 | $39K |
| NFSG Corp | 0.01% | No change | 1,382 | $39K |
| Comerica Bank | 0.00% | Reduce -2.0% | 1,196 | $34K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,176 | $33K |
| Principal Securities, Inc. | 0.00% | Add +7.5% | 1,113 | $32K |
| Winch Advisory Services, LLC | 0.01% | Add +0.9% | 1,096 | $31K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 1,030 | $29K |
| Aspect Partners, LLC | 0.02% | No change | 1,018 | $29K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 942 | $27K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 809 | $24K |
| Jones Financial Companies LLLP | 0.00% | Add +22.4% | 832 | $24K |
| Spire Wealth Management | 0.00% | Reduce -27.2% | 824 | $23K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.5% | 810 | $23K |
| Legacy Investment Solutions, LLC | 0.01% | — | 763 | $23K |
| Legacy Wealth Managment, LLC | 0.01% | — | 763 | $23K |
| Bare Financial Services, Inc | 0.01% | No change | 804 | $23K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 754 | $21K |
| Global Retirement Partners, LLC | 0.00% | No change | 748 | $21K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 675 | $19K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 622 | $18K |
| Halpern Financial, Inc. | 0.00% | No change | 616 | $18K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 591 | $17K |
| Signaturefd, LLC | 0.00% | No change | 581 | $16K |
| Blue Trust, Inc. | 0.00% | No change | 622 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.9% | 526 | $15K |
| Peterson Financial Group, Inc. | 0.05% | New | 489 | $14K |
| Creative Financial Designs Inc. | 0.00% | Add +0.4% | 479 | $14K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +18.2% | 455 | $13K |
| Larson Financial Group LLC | 0.00% | No change | 419 | $12K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.7% | 416 | $12K |
| Robinswood Financial LLC | 0.00% | No change | 385 | $11K |
| MCF Advisors LLC | 0.00% | No change | 384 | $11K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 353 | $11K |
| Bank & Trust Co | 0.01% | No change | 360 | $10K |
| ORG Partners LLC | 0.00% | No change | 333 | $9K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 327 | $9K |
| NewSquare Capital LLC | 0.00% | No change | 295 | $8K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 293 | $8K |
| Clearstead Advisors, LLC | 0.00% | No change | 287 | $8K |
| Pineridge Advisors LLC | 0.00% | Add +0.7% | 276 | $8K |
| Dunhill Financial, LLC | 0.00% | Add +2.3% | 263 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 257 | $7K |
| Planned Solutions, Inc. | 0.00% | New | 249 | $7K |
| Assetmark, Inc. | 0.00% | Add +2340.0% | 244 | $7K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 234 | $7K |
| MV Capital Management, Inc. | 0.00% | No change | 233 | $7K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 219 | $6K |
| Sittner & Nelson, LLC | 0.00% | No change | 203 | $6K |
| Nvwm, LLC | 0.00% | No change | 181 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 162 | $5K |
| WFA Asset Management Corp | 0.00% | Add +1.3% | 159 | $5K |
| Continuum Advisory, LLC | 0.00% | No change | 145 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 152 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 145 | $4K |
| GeoWealth Management, LLC | 0.00% | New | 135 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 134 | $4K |
| Blume Capital Management, Inc. | 0.00% | No change | 130 | $4K |
| Valued Wealth Advisors LLC | 0.00% | Add +0.8% | 127 | $4K |
| GAMMA Investing LLC | 0.00% | Add +505.6% | 109 | $3K |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 108 | $3K |
| Bessemer Group Inc. | 0.00% | New | 120 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 94 | $3K |
| Lindbrook Capital, LLC | 0.00% | Add +7.2% | 89 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 56 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 46 | $1K |
| Rothschild Investment LLC | 0.00% | Add +125.0% | 45 | $1K |
| Arax Advisory Partners | 0.00% | No change | 30 | $852 |
| Aster Capital Management (DIFC) Ltd | 0.00% | — | 6 | $170 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $29 |
| 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.