Inventrust PropertiesIVT

13F holders, Q1 2025 (March 31)
301holders −6
36new positions
39sold out
6famous investors
$29.31avg. 13F price*

At the end of Q1 2025, 301 institutions reported holding Inventrust Properties Corp. (IVT) in their 13F filings, down 6 from Q4 2024. 36 opened new positions and 39 sold out. The largest holders were Vanguard Group Inc. ($320.3M), BlackRock, Inc. ($233.3M) and Principal Financial Group Inc. ($131.0M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions36$45.9M
Exits39$62.9M

All 13F filers, Q4 2024 → Q1 2025: 5,246,380 shares bought and 4,249,261 shares sold, net +997,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 301 holders

Vanguard Group Inc. 0.01% Add +1.7% 10,906,195 $320.3M
BlackRock, Inc. 0.00% Add +3.7% 7,942,235 $233.3M
Principal Financial Group Inc. 0.07% Add +2.3% 4,461,835 $131.0M
State Street Corp. 0.00% Add +3.9% 2,812,502 $83.3M
Millennium Management 0.08% Add +6.8% 2,624,186 $77.1M
Geode Capital Management, LLC 0.00% Add +2.7% 1,989,251 $58.4M
FMR LLC 0.00% Add +15.1% 1,563,113 $45.9M
Charles Schwab Investment Management Inc. 0.01% Add +2.9% 1,314,430 $38.6M
Nuveen, LLC 0.01% — 1,042,550 $30.6M
Northern Trust Corp. 0.00% Reduce -0.3% 1,012,067 $29.7M
Dimensional Fund Advisors LP 0.01% Add +3.9% 943,696 $27.7M
Schroder Investment Management Group 0.03% Add +2.3% 896,259 $26.0M
Neuberger Berman Group LLC 0.02% New 879,965 $25.8M
Citadel Advisors 0.02% Add +46.2% 792,125 $23.3M
Goldman Sachs Group Inc. 0.00% Add +66.0% 695,263 $20.4M
Schonfeld Strategic Advisors LLC 0.13% Add +188.3% 661,897 $19.4M
JPMorgan Chase & Co. 0.00% Reduce -10.2% 612,074 $18.0M
Jacobs Levy Equity Management, Inc. 0.07% Add +13.5% 599,755 $17.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +443.7% 586,825 $17.2M
Qube Research & Technologies Ltd 0.02% Add +16.1% 544,314 $16.0M
Balyasny Asset Management L.P. 0.03% Reduce -48.4% 458,639 $13.5M
Ameriprise Financial Inc. 0.00% Reduce -1.8% 454,065 $13.3M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -16.4% 425,690 $12.5M
Legal & General Group Plc 0.00% Add +1.5% 413,855 $12.2M
Vision Capital Corp 4.89% Add +290.9% 350,000 $10.3M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -37.0% 334,682 $9.8M
Thrivent Financial for Lutherans 0.02% Add +39.2% 330,389 $9.7M
Bank of New York Mellon Corp 0.00% Add +2.2% 329,608 $9.7M
Renaissance Technologies 0.01% Reduce -2.3% 323,600 $9.5M
Morgan Stanley 0.00% Reduce -25.3% 253,905 $7.5M
Chilton Capital Management LLC 0.32% Reduce -6.5% 248,664 $7.4M
Adelante Capital Management LLC 0.54% Reduce -14.7% 362,173 $7.2M
Prudential Financial Inc. 0.01% Reduce -36.5% 241,120 $7.1M
Invesco Ltd. 0.00% Reduce -2.5% 239,344 $7.0M
Voloridge Investment Management, LLC 0.02% Reduce -5.9% 221,540 $6.5M
Raymond James Financial Inc. 0.00% Reduce -7.0% 219,519 $6.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.04% — 179,500 $5.3M
Picton Mahoney Asset Management 0.18% New 173,872 $5.1M
Susquehanna International Group, LLP 0.01% Add +60.5% 166,638 $4.9M
Asset Management One Co., Ltd. 0.02% Add +3.5% 163,532 $4.8M
Citigroup Inc. 0.00% Add +49.3% 159,388 $4.7M
LPL Financial LLC 0.00% Reduce -0.6% 156,983 $4.6M
Swiss National Bank 0.00% Reduce -1.4% 149,500 $4.4M
Envestnet Asset Management Inc. 0.00% Add +2.7% 143,392 $4.2M
Van Lanschot Kempen Investment Management N.V. 0.04% Reduce -1.8% 134,939 $4.0M
Rhumbline Advisers 0.00% Reduce -2.9% 131,855 $3.9M
Commonwealth Equity Services, LLC 0.01% Reduce -1.5% 130,349 $3.8M
HSBC Holdings PLC 0.00% Add +20.9% 123,389 $3.6M
Dark Forest Capital Management LP 0.16% Add +537.3% 120,795 $3.5M
D. E. Shaw & Co. 0.00% Reduce -8.8% 113,210 $3.3M
Nomura Asset Management Co. Ltd. 0.01% Add +3.7% 105,380 $3.1M
Martingale Asset Management L P 0.08% Add +23.6% 103,766 $3.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +20.8% 97,823 $2.9M
Panagora Asset Management Inc. 0.01% New 97,710 $2.9M
UBS Group AG 0.00% Reduce -6.6% 97,448 $2.9M
Barclays PLC 0.00% Reduce -28.6% 97,056 $2.9M
Wells Fargo & Company 0.00% Add +33.4% 96,550 $2.8M
Alliancebernstein L.P. 0.00% Add +3.9% 96,020 $2.8M
Employees Retirement System of Texas 0.03% New 94,497 $2.8M
Deutsche Bank AG 0.00% Reduce -1.2% 90,643 $2.7M
GSI Capital Advisors LLC 1.33% Reduce -51.3% 86,467 $2.5M
Bank of America Corp. 0.00% Reduce -23.0% 86,106 $2.5M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -1.0% 84,081 $2.5M
Osaic Holdings, Inc. 0.01% Reduce -22.2% 83,598 $2.5M
Greenland Capital Management LP 0.42% Add +95.7% 81,408 $2.4M
Royal Bank of Canada 0.00% Reduce -8.5% 77,419 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -6.1% 76,468 $2.2M
Russell Investments Group, Ltd. 0.00% Add +42.7% 72,086 $2.1M
California State Teachers Retirement System 0.00% Reduce -2.0% 70,693 $2.1M
Algert Global LLC 0.05% Reduce -8.0% 66,678 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -3.8% 65,377 $1.9M
Harbor Capital Advisors, Inc. 0.09% Add +38.0% 65,332 $1.9M
Teacher Retirement System of Texas 0.01% Reduce -36.7% 65,201 $1.9M
Jump Financial, LLC 0.03% New 63,868 $1.9M
T. Rowe Price Associates Inc. 0.00% Add +14.5% 54,284 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +7.5% 52,551 $1.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -0.8% 51,989 $1.5M
Macquarie Group Ltd. 0.00% Reduce -17.2% 51,888 $1.5M
Verition Fund Management LLC 0.01% Reduce -84.6% 51,426 $1.5M
Jackson Creek Investment Advisors LLC 0.47% Reduce -0.1% 50,686 $1.5M
Cetera Investment Advisers 0.00% Reduce -3.8% 49,461 $1.5M
Intech Investment Management LLC 0.01% Add +43.5% 48,631 $1.4M
MetLife Investment Management, LLC 0.01% Reduce -1.6% 48,272 $1.4M
Lazard Asset Management LLC 0.00% Add +21.8% 46,926 $1.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.6% 46,121 $1.4M
Allianz Asset Management GmbH 0.00% Reduce -83.4% 44,963 $1.3M
HighTower Advisors, LLC 0.00% Reduce -6.3% 44,548 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Add +2.9% 43,967 $1.3M
Arete Wealth Advisors, LLC 0.10% Add +5.1% 43,853 $1.3M
CANADA LIFE ASSURANCE Co 0.00% Add +5.1% 43,282 $1.3M
Amundi 0.00% Add +9.8% 45,205 $1.3M
Public Employees Retirement System of Ohio 0.00% Reduce -12.8% 42,362 $1.2M
Manufacturers Life Insurance Company, The 0.00% Add +9.3% 42,171 $1.2M
HighPoint Advisor Group LLC 0.07% Reduce -0.8% 40,481 $1.1M
Sterling Capital Management LLC 0.02% Reduce -3.5% 38,107 $1.1M
Third Avenue Management LLC 0.22% No change 38,000 $1.1M
Corebridge Financial, Inc. 0.01% Reduce -1.5% 37,976 $1.1M
First Trust Advisors LP 0.00% Reduce -8.2% 37,814 $1.1M
State of Alaska, Department of Revenue 0.01% Add +1.3% 37,587 $1.1M
Creative Planning 0.00% Add +0.1% 36,416 $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 301 holders