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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $14.8M |
| Exits | 40 | $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 |
| Kestra Advisory Services, LLC | 0.01% | New | 37,240 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Add +14.9% | 37,112 | $1.1M |
| Creative Planning | 0.00% | Reduce -4.7% | 36,390 | $1.1M |
| Janus Henderson Group PLC | 0.00% | No change | 33,872 | $1.0M |
| Intech Investment Management LLC | 0.01% | Add +64.6% | 33,886 | $1.0M |
| Squarepoint Ops LLC | 0.00% | Add +129.9% | 31,626 | $953K |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +4.4% | 30,863 | $917K |
| GAMCO Investors | 0.01% | New | 28,500 | $859K |
| New Age Alpha Advisors, LLC | 0.03% | New | 28,138 | $848K |
| Fox Run Management, L.L.C. | 0.15% | Add +26.4% | 27,363 | $824K |
| Calton & Associates, Inc. | 0.36% | New | 27,302 | $823K |
| Bailard, Inc. | 0.02% | New | 27,113 | $817K |
| Aberdeen Group plc | 0.00% | Add +95.5% | 27,339 | $811K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -7.3% | 26,718 | $805K |
| Daiwa Securities Group Inc. | 0.00% | Add +0.4% | 25,463 | $767K |
| Handelsbanken Fonder AB | 0.00% | Add +13.5% | 25,200 | $759K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +109.1% | 25,025 | $754K |
| Cresset Asset Management, LLC | 0.00% | Add +49.9% | 24,962 | $754K |
| Pictet Asset Management Holding SA | 0.00% | Add +13.2% | 24,268 | $731K |
| American Century Companies Inc. | 0.00% | Add +4.7% | 22,991 | $693K |
| Arizona State Retirement System | 0.00% | Add +14.5% | 22,384 | $674K |
| Bleakley Financial Group, LLC | 0.02% | New | 22,246 | $670K |
| Allstate Corp. | 0.02% | New | 21,975 | $662K |
| ProShare Advisors LLC | 0.00% | Add +69.5% | 21,831 | $658K |
| Waverly Advisors, LLC | 0.01% | Reduce -2.5% | 21,304 | $642K |
| Voya Investment Management LLC | 0.00% | Reduce -7.2% | 20,800 | $627K |
| Vanderbilt University | 0.12% | Reduce -21.9% | 20,438 | $616K |
| New York State Common Retirement Fund | 0.00% | No change | 20,174 | $608K |
| UniSuper Management Pty Ltd | 0.00% | No change | 19,400 | $585K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -14.0% | 19,420 | $578K |
| Cambria Investment Management, L.P. | 0.03% | Add +23.4% | 19,041 | $574K |
| Dark Forest Capital Management LP | 0.08% | New | 18,953 | $571K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.3% | 18,590 | $564K |
| Shira Ridge Wealth Management | 0.27% | Reduce -27.5% | 18,569 | $559K |
| Two Sigma Advisers, LP | 0.00% | New | 18,200 | $548K |
| Mariner, LLC | 0.00% | Reduce -6.8% | 18,127 | $546K |
| Significant Wealth Partners LLC | 0.28% | New | 18,107 | $546K |
| IFM Investors Pty Ltd | 0.01% | Add +12.9% | 17,845 | $538K |
| Entropy Technologies, LP | 0.06% | New | 17,796 | $536K |
| Geneos Wealth Management Inc. | 0.02% | Add +12.3% | 17,416 | $525K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.0% | 17,056 | $514K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 16,551 | $499K |
| Harvest Investment Services, LLC | 0.12% | Reduce -12.4% | 16,501 | $497K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +37.9% | 16,365 | $493K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -28.9% | 16,004 | $482K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -84.5% | 15,916 | $480K |
| KLP Kapitalforvaltning As | 0.00% | — | 15,600 | $473K |
| Certified Advisory Corp | 0.05% | Reduce -7.5% | 15,694 | $473K |
| Independent Financial Group, LLC | 0.02% | Reduce -5.5% | 15,382 | $463K |
| Apollon Wealth Management, LLC | 0.01% | Add +12.6% | 14,769 | $445K |
| Van Eck Associates Corp. | 0.00% | Add +25.6% | 14,711 | $443K |
| STRS Ohio | 0.00% | Add +15.0% | 14,600 | $440K |
| Cerity Partners LLC | 0.00% | Reduce -1.5% | 14,299 | $430K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -44.6% | 14,004 | $422K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.0% | 13,496 | $407K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -2.4% | 13,396 | $404K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 16,310 | $394K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.1% | 12,522 | $377K |
| Intrua Financial, LLC | 0.06% | Add +8.6% | 12,464 | $376K |
| Verdence Capital Advisors LLC | 0.03% | No change | 11,558 | $348K |
| Johnson Financial Group, LLC | 0.04% | Reduce -3.8% | 11,533 | $347K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.3% | 11,810 | $346K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.6% | 11,216 | $338K |
| Captrust Financial Advisors | 0.00% | Reduce -11.6% | 11,188 | $337K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +19.5% | 11,344 | $337K |
| Mercer Global Advisors Inc. | 0.00% | Add +60.0% | 11,136 | $336K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,066 | $333K |
| State of Wyoming | 0.04% | Add +186.6% | 10,846 | $327K |
| Los Angeles Capital Management LLC | 0.00% | New | 10,792 | $325K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -4.0% | 11,070 | $318K |
| Focus Financial Network, Inc. | 0.01% | Reduce -13.8% | 10,382 | $313K |
| Dakota Wealth Management | 0.01% | No change | 10,316 | $311K |
| CarsonAllaria Wealth Management, Ltd. | 0.17% | Add +0.5% | 9,982 | $301K |
| Cornercap Investment Counsel Inc. | 0.10% | New | 9,946 | $300K |
| EntryPoint Capital, LLC | 0.12% | Add +7.5% | 9,823 | $296K |
| Executive Wealth Management, LLC | 0.02% | No change | 9,703 | $292K |
| Vident Advisory, LLC | 0.01% | Reduce -42.0% | 9,551 | $288K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.4% | 9,513 | $287K |
| Victory Capital Management Inc. | 0.00% | Add +10.7% | 9,497 | $286K |
| Engineers Gate Manager LP | 0.00% | New | 9,325 | $281K |
| Smallwood Wealth Investment Management, LLC | 0.19% | Reduce -2.0% | 9,275 | $279K |
| Cwm, LLC | 0.00% | Add +1.0% | 9,114 | $275K |
| BNP Paribas Financial Markets | 0.00% | New | 8,957 | $270K |
| SkyOak Wealth, LLC | 0.06% | No change | 8,885 | $268K |
| Safe Harbor Fiduciary, LLC | 0.27% | No change | 10,574 | $263K |
| Allworth Financial LP | 0.00% | Add +4.5% | 8,992 | $258K |
| IFP Advisors, Inc | 0.01% | Reduce -4.0% | 8,519 | $257K |
| International Assets Investment Management, LLC | 0.02% | Reduce -8.5% | 8,442 | $251K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.0% | 8,340 | $251K |
| Brookstone Capital Management | 0.00% | Reduce -1.4% | 8,324 | $251K |
| Gallacher Capital Management LLC | 0.12% | Reduce -27.6% | 8,247 | $248K |
| Madden Advisory Services, Inc. | 0.11% | No change | 8,173 | $246K |
| MML Investors Services, LLC | 0.00% | New | 8,157 | $246K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +20.0% | 8,109 | $244K |
| AQR Capital Management | 0.00% | New | 7,951 | $240K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 7,851 | $237K |
| Nebula Research & Development LLC | 0.03% | Reduce -73.8% | 7,665 | $231K |
| Longboard Asset Management, LP | 0.60% | — | 7,572 | $228K |
| Sigma Planning Corp | 0.01% | Reduce -15.6% | 7,571 | $228K |
| Polymer Capital Management (US) LLC | 0.07% | — | 7,553 | $228K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 7,531 | $227K |
| PharVision Advisers, LLC | 0.19% | — | 7,505 | $226K |
| Investmark Advisory Group LLC | 0.11% | Reduce -6.1% | 7,478 | $225K |
| Dynamic Financial Group | 0.23% | — | 7,476 | $225K |
| Lido Advisors, LLC | 0.00% | New | 7,300 | $221K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 7,294 | $220K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 7,294 | $220K |
| Cibc World Markets Corp. | 0.00% | New | 7,254 | $219K |
| AE Wealth Management LLC | 0.00% | New | 7,158 | $216K |
| State of Wisconsin Investment Board | 0.00% | New | 7,198 | $214K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -6.1% | 7,083 | $213K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 7,050 | $212K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -7.6% | 6,761 | $204K |
| Truist Financial Corp. | 0.00% | New | 6,755 | $204K |
| Virtus Advisers, LLC | 0.07% | Reduce -10.0% | 6,011 | $181K |
| Global Financial Private Client, LLC | 0.07% | Reduce -4.0% | 5,752 | $173K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +207.2% | 5,133 | $155K |
| Sandia Investment Management LP | 0.29% | No change | 5,000 | $151K |
| US Bancorp \de | 0.00% | Add +19.8% | 4,566 | $138K |
| Beacon Capital Management, LLC | 0.01% | Add +0.2% | 3,669 | $111K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 3,699 | $109K |
| MAI Capital Management | 0.00% | New | 3,559 | $107K |
| McIlrath & Eck, LLC | 0.01% | Reduce -0.7% | 3,005 | $91K |
| Avior Wealth Management, LLC | 0.00% | No change | 2,826 | $85K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | No change | 2,656 | $80K |
| Bernard Wealth Management Corp. | 0.03% | — | 2,462 | $74K |
| Amalgamated Bank | 0.00% | No change | 2,388 | $72K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -15.0% | 2,351 | $71K |
| Private Trust Co. NA | 0.01% | No change | 2,307 | $70K |
| FIL Ltd | 0.00% | Add +17.4% | 2,240 | $67K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -18.3% | 2,152 | $64K |
| Hantz Financial Services, Inc. | 0.00% | No change | 2,091 | $63K |
| NewEdge Advisors, LLC | 0.00% | Add +29.4% | 2,046 | $62K |
| Ameriflex Group, Inc. | 0.03% | — | 2,030 | $60K |
| Jones Financial Companies LLLP | 0.00% | Add +123.3% | 1,858 | $56K |
| Parallel Advisors, LLC | 0.00% | Add +2.1% | 1,823 | $55K |
| Quarry LP | 0.01% | New | 1,772 | $53K |
| Creekmur Asset Management LLC | 0.01% | Add +0.7% | 1,629 | $49K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,476 | $44K |
| GF Fund Management Co. LTD. | 0.00% | — | 1,402 | $42K |
| Comerica Bank | 0.00% | Add +4.0% | 1,244 | $37K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,176 | $35K |
| Winch Advisory Services, LLC | 0.01% | Add +0.7% | 1,104 | $33K |
| NFSG Corp | 0.01% | Reduce -24.0% | 1,050 | $32K |
| Aspect Partners, LLC | 0.02% | No change | 1,018 | $31K |
| Principal Securities, Inc. | 0.00% | Reduce -12.7% | 972 | $29K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 942 | $28K |
| Millstone Evans Group, LLC | 0.02% | — | 905 | $27K |
| Spire Wealth Management | 0.00% | No change | 824 | $25K |
| Bare Financial Services, Inc | 0.01% | No change | 804 | $24K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 809 | $24K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 754 | $23K |
| Global Retirement Partners, LLC | 0.00% | No change | 748 | $23K |
| Asset Dedication, LLC | 0.00% | Add +356.2% | 739 | $22K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 675 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 622 | $19K |
| Signaturefd, LLC | 0.00% | Add +2.8% | 597 | $18K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 591 | $18K |
| Larson Financial Group LLC | 0.00% | Add +17.9% | 494 | $15K |
| Creative Financial Designs Inc. | 0.00% | Add +0.4% | 481 | $14K |
| Blue Trust, Inc. | 0.00% | Reduce -26.7% | 456 | $14K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 455 | $14K |
| Maryland Capital Advisors Inc. | 0.01% | New | 410 | $12K |
| Robinswood Financial LLC | 0.00% | No change | 385 | $12K |
| MCF Advisors LLC | 0.00% | No change | 384 | $12K |
| WPG Advisers, LLC | 0.01% | — | 373 | $11K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 353 | $11K |
| Bank & Trust Co | 0.01% | No change | 360 | $11K |
| Kestra Investment Management, LLC | 0.00% | New | 350 | $11K |
| ORG Partners LLC | 0.00% | No change | 333 | $10K |
| Wolverine Asset Management LLC | 0.00% | Reduce -98.3% | 318 | $10K |
| CoreCap Advisors, LLC | 0.00% | Reduce -78.1% | 304 | $9K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -63.8% | 293 | $9K |
| NewSquare Capital LLC | 0.00% | No change | 295 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 293 | $9K |
| Clearstead Advisors, LLC | 0.00% | No change | 287 | $9K |
| Pineridge Advisors LLC | 0.00% | Add +1.1% | 279 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -34.6% | 272 | $8K |
| Assetmark, Inc. | 0.00% | Add +10.3% | 269 | $8K |
| Dunhill Financial, LLC | 0.00% | Add +0.8% | 265 | $8K |
| Salem Investment Counselors Inc. | 0.00% | No change | 257 | $8K |
| GeoWealth Management, LLC | 0.00% | Add +83.0% | 247 | $7K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 234 | $7K |
| MV Capital Management, Inc. | 0.00% | No change | 233 | $7K |
| Hillsdale Investment Management Inc. | 0.00% | New | 230 | $7K |
| Sittner & Nelson, LLC | 0.00% | No change | 203 | $6K |
| Nvwm, LLC | 0.00% | No change | 181 | $5K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 161 | $5K |
| WFA Asset Management Corp | 0.00% | Add +0.6% | 160 | $5K |
| Salomon & Ludwin, LLC | 0.00% | No change | 152 | $5K |
| BankPlus Trust Department | 0.00% | — | 146 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 145 | $4K |
| Continuum Advisory, LLC | 0.00% | No change | 145 | $4K |
| Versant Capital Management, Inc | 0.00% | New | 142 | $4K |
| GAMMA Investing LLC | 0.00% | Add +23.9% | 135 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 134 | $4K |
| Bessemer Group Inc. | 0.00% | No change | 120 | $4K |
| Blume Capital Management, Inc. | 0.00% | No change | 130 | $4K |
| Valued Wealth Advisors LLC | 0.00% | Add +0.8% | 128 | $4K |
| Lindbrook Capital, LLC | 0.00% | No change | 89 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -86.1% | 73 | $2K |
| Rothschild Investment LLC | 0.00% | Add +55.6% | 70 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 66 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 56 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 46 | $1K |
| Covestor Ltd | 0.00% | Add +1233.3% | 40 | $1K |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $31 |
"% of holder's portfolio" is IVT's weight in each manager's 13F, not the share of Inventrust Properties Corp. the manager owns.