Inventrust PropertiesIVT

13F holders, Q4 2024 (December 31)
307holders +4
36new positions
40sold out
6famous investors
$30.13avg. 13F price*

At the end of Q4 2024, 307 institutions reported holding Inventrust Properties Corp. (IVT) in their 13F filings, up 4 from Q3 2024. 36 opened new positions and 40 sold out. The largest holders were Vanguard Group Inc. ($323.1M), BlackRock, Inc. ($230.8M) and Principal Financial Group Inc. ($131.4M). 6 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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

0100200300400 Q1 2024: 288Q1 2024Q2 2024: 280Q2 2024Q3 2024: 303Q3 2024Q4 2024: 307Q4 2024Q1 2025: 301Q1 2025Q2 2025: 304Q2 2025Q3 2025: 302Q3 2025Q4 2025: 300Q4 2025Q1 2026: 322Q1 2026Q2 2026: 344Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions36$14.8M
Exits40$46.9M

All 13F filers, Q3 2024 → Q4 2024: 6,461,498 shares bought and 4,698,240 shares sold, net +1,763,258 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 307 holders

Vanguard Group Inc. 0.01% Add +0.2% 10,724,772 $323.1M
BlackRock, Inc. 0.00% Add +9.6% 7,658,706 $230.8M
Principal Financial Group Inc. 0.07% Add +6.0% 4,362,639 $131.4M
State Street Corp. 0.00% Add +9.2% 2,707,816 $82.2M
Millennium Management 0.07% Add +51.9% 2,457,305 $74.0M
Geode Capital Management, LLC 0.00% Add +6.6% 1,936,730 $58.4M
FMR LLC 0.00% Add +134.0% 1,358,478 $40.9M
Charles Schwab Investment Management Inc. 0.01% Add +8.3% 1,278,033 $38.5M
Nuveen Asset Management, LLC 0.01% Add +35.9% 1,193,690 $36.0M
Northern Trust Corp. 0.00% Add +37.3% 1,014,739 $30.6M
Dimensional Fund Advisors LP 0.01% Add +9.3% 908,307 $27.4M
Balyasny Asset Management L.P. 0.06% Reduce -23.6% 889,384 $26.8M
Centersquare Investment Management LLC 0.28% Reduce -29.5% 880,633 $26.5M
Schroder Investment Management Group 0.02% Reduce -4.0% 875,816 $26.0M
JPMorgan Chase & Co. 0.00% Add +23.3% 681,622 $20.5M
Citadel Advisors 0.02% Add +1098.7% 541,957 $16.3M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -18.4% 531,334 $16.0M
Jacobs Levy Equity Management, Inc. 0.06% Add +1.2% 528,319 $15.9M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -2.1% 509,146 $15.3M
Qube Research & Technologies Ltd 0.02% Reduce -1.9% 468,754 $14.1M
Ameriprise Financial Inc. 0.00% Add +14.5% 462,413 $13.9M
Adelante Capital Management LLC 0.84% Reduce -11.8% 424,769 $12.8M
Goldman Sachs Group Inc. 0.00% Add +40.1% 418,789 $12.6M
Legal & General Group Plc 0.00% Add +3.3% 407,621 $12.3M
Prudential Financial Inc. 0.02% Reduce -39.8% 379,970 $11.4M
Zimmer Partners, LP 0.18% Reduce -30.0% 350,000 $10.5M
Morgan Stanley 0.00% Reduce -28.6% 340,076 $10.2M
Verition Fund Management LLC 0.05% Reduce -35.9% 334,817 $10.1M
Renaissance Technologies 0.01% Add +53.1% 331,200 $10.0M
Bank of New York Mellon Corp 0.00% Add +18.4% 322,487 $9.7M
Allianz Asset Management GmbH 0.01% Reduce -9.8% 270,995 $8.2M
Chilton Capital Management LLC 0.34% Reduce -8.9% 266,031 $8.1M
Makena Capital Management LLC 1.30% Reduce -21.0% 265,212 $8.0M
Invesco Ltd. 0.00% Add +1.0% 245,541 $7.4M
Thrivent Financial for Lutherans 0.01% Add +240.1% 237,311 $7.2M
Raymond James Financial Inc. 0.00% — 235,943 $7.1M
Voloridge Investment Management, LLC 0.03% Add +62.3% 235,376 $7.1M
Schonfeld Strategic Advisors LLC 0.04% Add +2006.1% 229,560 $6.9M
GSI Capital Advisors LLC 2.83% Add +49.9% 177,366 $5.3M
LPL Financial LLC 0.00% Add +6.3% 157,959 $4.8M
Asset Management One Co., Ltd. 0.02% Add +1.9% 158,004 $4.7M
Swiss National Bank 0.00% Add +1.9% 151,700 $4.6M
Envestnet Asset Management Inc. 0.00% Reduce -13.5% 139,651 $4.2M
Van Lanschot Kempen Investment Management N.V. 0.04% Reduce -0.4% 137,368 $4.1M
Barclays PLC 0.00% Add +24.6% 135,879 $4.1M
Rhumbline Advisers 0.00% Add +11.2% 135,797 $4.1M
Commonwealth Equity Services, LLC 0.01% Reduce -19.9% 132,337 $4.0M
Norges Bank 0.00% Add +21.3% 125,300 $3.8M
D. E. Shaw & Co. 0.00% Reduce -10.5% 124,088 $3.7M
Bank of America Corp. 0.00% Add +19.8% 111,781 $3.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -76.7% 107,938 $3.3M
Osaic Holdings, Inc. 0.01% Reduce -8.4% 107,394 $3.2M
Citigroup Inc. 0.00% Add +68.7% 106,757 $3.2M
UBS Group AG 0.00% Add +96.9% 104,373 $3.1M
Susquehanna International Group, LLP 0.00% Add +127.2% 103,804 $3.1M
Teacher Retirement System of Texas 0.01% Add +106.0% 102,964 $3.1M
HSBC Holdings PLC 0.00% Add +15.3% 102,096 $3.1M
Nomura Asset Management Co. Ltd. 0.01% Add +7.4% 101,580 $3.1M
Ghisallo Capital Management LLC 0.18% Reduce -80.0% 100,000 $3.0M
Alliancebernstein L.P. 0.00% Add +14.4% 92,393 $2.8M
Deutsche Bank AG 0.00% Add +33.5% 91,745 $2.8M
Vision Capital Corp 1.03% New 89,543 $2.7M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +4.2% 84,921 $2.6M
Royal Bank of Canada 0.00% Reduce -6.3% 84,628 $2.5M
Martingale Asset Management L P 0.06% Reduce -24.3% 83,961 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -8.9% 81,415 $2.5M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +957.5% 80,996 $2.4M
Algert Global LLC 0.05% Add +10.5% 72,498 $2.2M
Wells Fargo & Company 0.00% Add +24.4% 72,359 $2.2M
California State Teachers Retirement System 0.00% Add +12.3% 72,142 $2.2M
Two Sigma Investments, LP 0.01% Add +135.1% 72,046 $2.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -1.3% 67,978 $2.0M
Macquarie Group Ltd. 0.00% Add +66.0% 62,675 $1.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +7.3% 52,394 $1.6M
Prelude Capital Management, LLC 0.13% Reduce -48.3% 51,958 $1.6M
Cetera Investment Advisers 0.00% Reduce -8.9% 51,409 $1.5M
Jackson Creek Investment Advisors LLC 0.46% Reduce -3.0% 50,719 $1.5M
Russell Investments Group, Ltd. 0.00% Reduce -15.6% 50,529 $1.5M
MetLife Investment Management, LLC 0.01% Add +17.0% 49,041 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +69.1% 48,872 $1.5M
Public Employees Retirement System of Ohio 0.01% Add +0.5% 48,598 $1.5M
HighTower Advisors, LLC 0.00% Reduce -7.8% 47,551 $1.4M
T. Rowe Price Associates Inc. 0.00% Add +22.5% 47,392 $1.4M
Harbor Capital Advisors, Inc. 0.06% Add +8.7% 47,329 $1.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +17.8% 44,107 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Reduce -3.1% 42,737 $1.3M
AlphaQuest LLC 0.17% Add +24.8% 42,187 $1.3M
Arete Wealth Advisors, LLC 0.09% Reduce -6.8% 41,730 $1.3M
Greenland Capital Management LP 0.25% Add +38.7% 41,607 $1.3M
First Trust Advisors LP 0.00% Reduce -39.6% 41,197 $1.2M
CANADA LIFE ASSURANCE Co 0.00% Add +20.8% 41,196 $1.2M
HighPoint Advisor Group LLC 0.07% Reduce -4.1% 40,810 $1.2M
Amundi 0.00% Add +12.9% 41,187 $1.2M
Susquehanna Fundamental Investments, LLC 0.02% — 40,048 $1.2M
Sterling Capital Management LLC 0.02% Add +5.0% 39,485 $1.2M
Sei Investments Co. 0.00% Add +13.7% 39,144 $1.2M
Manufacturers Life Insurance Company, The 0.00% Add +10.2% 38,572 $1.2M
Corebridge Financial, Inc. 0.01% Add +5.8% 38,539 $1.2M
Lazard Asset Management LLC 0.00% Add +43.1% 38,538 $1.2M
Third Avenue Management LLC 0.22% Reduce -79.3% 38,000 $1.1M

"% of holder's portfolio" is IVT's weight in each manager's 13F, not the share of Inventrust Properties Corp. the manager owns.

Show all 307 holders