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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $45.9M |
| Exits | 39 | $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 |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.2% | 35,678 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 34,786 | $1.0M |
| Janus Henderson Group PLC | 0.00% | No change | 33,872 | $990K |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +8.9% | 33,625 | $983K |
| Calton & Associates, Inc. | 0.20% | Add +9.4% | 29,873 | $877K |
| Aberdeen Group plc | 0.00% | Add +5.0% | 28,710 | $843K |
| GAMCO Investors | 0.01% | No change | 28,500 | $837K |
| Summit Global Investments | 0.06% | New | 27,694 | $813K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 27,283 | $801K |
| Koshinski Asset Management, Inc. | 0.07% | Add +1.2% | 27,031 | $794K |
| Daiwa Securities Group Inc. | 0.00% | Add +4.5% | 26,602 | $781K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 25,467 | $748K |
| Handelsbanken Fonder AB | 0.00% | No change | 25,200 | $740K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | No change | 25,025 | $735K |
| Sei Investments Co. | 0.00% | Reduce -37.5% | 24,471 | $719K |
| American Century Companies Inc. | 0.00% | Add +6.1% | 24,399 | $717K |
| New York State Common Retirement Fund | 0.00% | Add +18.8% | 23,974 | $704K |
| Quantbot Technologies LP | 0.02% | New | 23,400 | $687K |
| Vanderbilt University | 0.13% | Add +13.6% | 23,220 | $682K |
| Arizona State Retirement System | 0.00% | Reduce -1.2% | 22,125 | $650K |
| UniSuper Management Pty Ltd | 0.00% | Add +13.4% | 22,000 | $646K |
| Allstate Corp. | 0.02% | No change | 21,975 | $645K |
| Dynamic Technology Lab Private Ltd | 0.09% | New | 21,524 | $632K |
| Significant Wealth Partners LLC | 0.32% | Add +18.7% | 21,487 | $631K |
| Fox Run Management, L.L.C. | 0.10% | Reduce -22.3% | 21,264 | $625K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 21,230 | $624K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -47.3% | 21,097 | $620K |
| Voya Investment Management LLC | 0.00% | Reduce -4.8% | 19,792 | $581K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,420 | $570K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +185.2% | 19,285 | $566K |
| Mariner, LLC | 0.00% | Add +5.6% | 19,135 | $562K |
| Cibc World Markets Corp. | 0.00% | Add +137.1% | 17,200 | $505K |
| Harvest Investment Services, LLC | 0.14% | Add +3.8% | 17,123 | $503K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -8.7% | 16,966 | $503K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.5% | 17,044 | $501K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.3% | 17,005 | $499K |
| ProShare Advisors LLC | 0.00% | Reduce -23.1% | 16,782 | $493K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 16,551 | $486K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -5.2% | 16,517 | $485K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -32.4% | 16,417 | $482K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 16,365 | $481K |
| KLP Kapitalforvaltning As | 0.00% | No change | 15,600 | $461K |
| Waverly Advisors, LLC | 0.01% | Reduce -26.4% | 15,682 | $461K |
| IFM Investors Pty Ltd | 0.01% | Reduce -12.8% | 15,565 | $457K |
| Polymer Capital Management (US) LLC | 0.14% | Add +105.0% | 15,487 | $455K |
| Independent Financial Group, LLC | 0.02% | No change | 15,382 | $452K |
| Certified Advisory Corp | 0.05% | Reduce -2.2% | 15,347 | $451K |
| Van Eck Associates Corp. | 0.00% | Add +4.2% | 15,323 | $450K |
| State of Wyoming | 0.06% | Add +38.3% | 15,003 | $441K |
| Cerity Partners LLC | 0.00% | Add +3.8% | 14,844 | $436K |
| Avantax Advisory Services, Inc. | 0.00% | Add +55.2% | 14,768 | $434K |
| STRS Ohio | 0.00% | No change | 14,600 | $429K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.5% | 14,554 | $427K |
| AlphaQuest LLC | 0.05% | Reduce -66.4% | 14,176 | $416K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 16,310 | $414K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.1% | 14,025 | $412K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +3.1% | 13,812 | $406K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.3% | 12,788 | $376K |
| Wolverine Asset Management LLC | 0.03% | Add +3840.3% | 12,530 | $368K |
| Intrua Financial, LLC | 0.05% | Reduce -4.5% | 11,897 | $349K |
| Smallwood Wealth Investment Management, LLC | 0.22% | Add +26.4% | 11,720 | $344K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.6% | 11,621 | $341K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +2.4% | 11,621 | $341K |
| Verdence Capital Advisors LLC | 0.03% | No change | 11,558 | $339K |
| Johnson Financial Group, LLC | 0.04% | No change | 11,533 | $339K |
| EntryPoint Capital, LLC | 0.15% | Add +15.3% | 11,328 | $333K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,066 | $325K |
| Harbour Investments, Inc. | 0.01% | Reduce -12.8% | 10,923 | $321K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -0.1% | 10,787 | $317K |
| US Bancorp \de | 0.00% | Add +130.6% | 10,530 | $309K |
| AQR Capital Management | 0.00% | Add +29.3% | 10,282 | $302K |
| Merit Financial Group, LLC | 0.00% | New | 10,079 | $296K |
| CarsonAllaria Wealth Management, Ltd. | 0.17% | Add +0.5% | 10,029 | $295K |
| Northwest & Ethical Investments L.P. | 0.01% | New | 9,942 | $292K |
| Two Sigma Advisers, LP | 0.00% | Reduce -46.1% | 9,800 | $288K |
| Captrust Financial Advisors | 0.00% | Reduce -13.7% | 9,658 | $284K |
| Allworth Financial LP | 0.00% | Add +12.3% | 10,098 | $279K |
| Cresset Asset Management, LLC | 0.00% | Reduce -62.3% | 9,400 | $278K |
| Focus Financial Network, Inc. | 0.01% | Reduce -9.2% | 9,431 | $277K |
| Victory Capital Management Inc. | 0.00% | Reduce -2.1% | 9,293 | $273K |
| Safe Harbor Fiduciary, LLC | 0.27% | No change | 10,574 | $263K |
| SkyOak Wealth, LLC | 0.06% | No change | 8,885 | $261K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.1% | 8,846 | $260K |
| Cwm, LLC | 0.00% | Reduce -4.4% | 8,712 | $256K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -23.4% | 8,591 | $252K |
| BNP Paribas Financial Markets | 0.00% | Reduce -5.0% | 8,505 | $250K |
| MML Investors Services, LLC | 0.00% | Add +2.9% | 8,391 | $246K |
| Two Sigma Investments, LP | 0.00% | Reduce -88.5% | 8,289 | $243K |
| Gallacher Capital Management LLC | 0.12% | No change | 8,247 | $242K |
| Madden Advisory Services, Inc. | 0.11% | No change | 8,173 | $240K |
| Park Avenue Securities LLC | 0.00% | New | 8,141 | $239K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 8,109 | $238K |
| Brookstone Capital Management | 0.00% | Reduce -5.7% | 7,849 | $231K |
| Dakota Wealth Management | 0.01% | Reduce -25.1% | 7,726 | $227K |
| State of Wisconsin Investment Board | 0.00% | Add +7.3% | 7,723 | $227K |
| Longboard Asset Management, LP | 0.65% | No change | 7,572 | $222K |
| International Assets Investment Management, LLC | 0.02% | Reduce -10.4% | 7,567 | $222K |
| Sigma Planning Corp | 0.01% | Reduce -2.4% | 7,390 | $217K |
| Investmark Advisory Group LLC | 0.11% | Reduce -1.7% | 7,354 | $216K |
| Affinity Wealth Management LLC | 0.04% | New | 7,353 | $216K |
| Arkadios Wealth Advisors | 0.01% | New | 7,338 | $216K |
| SG Americas Securities, LLC | 0.00% | New | 7,191 | $211K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -6.8% | 7,020 | $206K |
| Truist Financial Corp. | 0.00% | Add +3.9% | 7,016 | $206K |
| Spire Wealth Management | 0.01% | Add +659.6% | 6,259 | $184K |
| M&G PLC | 0.00% | New | 6,247 | $181K |
| Global Financial Private Client, LLC | 0.06% | No change | 5,752 | $169K |
| Virtus Investment Advisers, LLC | 0.04% | New | 5,030 | $148K |
| IFP Advisors, Inc | 0.00% | Reduce -45.2% | 4,670 | $137K |
| KBC Group NV | 0.00% | New | 3,760 | $110K |
| MAI Capital Management | 0.00% | Add +0.1% | 3,562 | $105K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.1% | 3,475 | $90K |
| McIlrath & Eck, LLC | 0.01% | No change | 3,005 | $88K |
| Amalgamated Bank | 0.00% | Add +12.4% | 2,684 | $79K |
| Private Trust Co. NA | 0.01% | No change | 2,307 | $68K |
| Beacon Capital Management, LLC | 0.01% | Reduce -38.0% | 2,275 | $67K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -4.0% | 2,256 | $66K |
| Comerica Bank | 0.00% | Add +80.5% | 2,245 | $66K |
| Hantz Financial Services, Inc. | 0.00% | No change | 2,091 | $61K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -3.2% | 2,083 | $61K |
| Ameriflex Group, Inc. | 0.02% | No change | 2,030 | $60K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 1,942 | $57K |
| NewEdge Advisors, LLC | 0.00% | Reduce -22.2% | 1,592 | $47K |
| Bernard Wealth Management Corp. | 0.02% | Reduce -40.2% | 1,473 | $43K |
| GF Fund Management Co. LTD. | 0.00% | Add +4.2% | 1,461 | $43K |
| Parallel Advisors, LLC | 0.00% | Reduce -26.8% | 1,334 | $39K |
| Principal Securities, Inc. | 0.00% | Add +25.4% | 1,219 | $37K |
| Avalon Trust Co | 0.00% | New | 1,230 | $36K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 1,184 | $35K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,176 | $35K |
| Winch Advisory Services, LLC | 0.01% | Add +0.8% | 1,113 | $33K |
| Aspect Partners, LLC | 0.02% | No change | 1,018 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -81.5% | 951 | $28K |
| Millstone Evans Group, LLC | 0.02% | No change | 905 | $27K |
| Bear Mountain Capital, Inc. | 0.01% | Add +0.9% | 816 | $23K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 754 | $22K |
| Jones Financial Companies LLLP | 0.00% | Reduce -59.6% | 750 | $22K |
| Asset Dedication, LLC | 0.00% | No change | 739 | $22K |
| Assetmark, Inc. | 0.00% | Add +174.0% | 737 | $22K |
| Farther Finance Advisors, LLC | 0.00% | Add +158.1% | 702 | $21K |
| USA Financial Formulas | 0.00% | New | 695 | $20K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 675 | $20K |
| Signaturefd, LLC | 0.00% | Add +7.9% | 644 | $19K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 622 | $18K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 591 | $17K |
| NFSG Corp | 0.00% | Reduce -47.6% | 550 | $16K |
| Bare Financial Services, Inc | 0.01% | Reduce -37.8% | 500 | $15K |
| Creative Financial Designs Inc. | 0.00% | Add +0.2% | 482 | $14K |
| Blue Trust, Inc. | 0.00% | No change | 456 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 455 | $13K |
| Larson Financial Group LLC | 0.00% | Reduce -10.1% | 444 | $13K |
| Kiker Wealth Management, LLC | 0.01% | New | 408 | $12K |
| Coldstream Capital Management Inc. | 0.00% | New | 388 | $11K |
| Robinswood Financial LLC | 0.00% | No change | 385 | $11K |
| MCF Advisors LLC | 0.00% | No change | 384 | $11K |
| WPG Advisers, LLC | 0.01% | No change | 373 | $11K |
| Bank & Trust Co | 0.01% | No change | 360 | $11K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 353 | $10K |
| ORG Partners LLC | 0.00% | No change | 333 | $10K |
| Versant Capital Management, Inc | 0.00% | Add +122.5% | 316 | $9K |
| Creekmur Asset Management LLC | 0.00% | Reduce -80.7% | 315 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 293 | $9K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 293 | $9K |
| NewSquare Capital LLC | 0.00% | No change | 295 | $9K |
| Clearstead Advisors, LLC | 0.00% | No change | 287 | $8K |
| Pineridge Advisors LLC | 0.00% | Add +0.7% | 281 | $8K |
| CoreCap Advisors, LLC | 0.00% | Reduce -10.2% | 273 | $8K |
| Salem Investment Counselors Inc. | 0.00% | No change | 257 | $8K |
| GAMMA Investing LLC | 0.00% | Add +77.0% | 239 | $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% | No change | 230 | $7K |
| Sittner & Nelson, LLC | 0.00% | No change | 203 | $6K |
| Main Street Group, LTD | 0.00% | New | 193 | $6K |
| Nvwm, LLC | 0.00% | No change | 181 | $5K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 161 | $5K |
| Salomon & Ludwin, LLC | 0.00% | No change | 152 | $4K |
| BankPlus Trust Department | 0.00% | No change | 146 | $4K |
| Continuum Advisory, LLC | 0.00% | No change | 145 | $4K |
| WFA Asset Management Corp | 0.00% | Reduce -2.5% | 156 | $4K |
| Blume Capital Management, Inc. | 0.00% | No change | 130 | $4K |
| Valued Wealth Advisors LLC | 0.00% | No change | 128 | $4K |
| Rothschild Investment LLC | 0.00% | Add +71.4% | 120 | $4K |
| Bessemer Group Inc. | 0.00% | Reduce -8.3% | 110 | $3K |
| Fifth Third Bancorp | 0.00% | New | 100 | $3K |
| Quarry LP | 0.00% | Reduce -94.5% | 98 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Add +48.2% | 83 | $2K |
| Covestor Ltd | 0.00% | Add +55.0% | 62 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 66 | $2K |
| Brooklyn Investment Group | 0.00% | New | 64 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 61 | $2K |
| AdvisorNet Financial, Inc | 0.00% | New | 50 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 46 | $1K |
| Parkside Financial Bank & Trust | 0.00% | New | 40 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -58.9% | 30 | $881 |
| Lindbrook Capital, LLC | 0.00% | Reduce -73.0% | 24 | $705 |
| True Wealth Design, LLC | 0.00% | New | 15 | $441 |
| Stephens Consulting, LLC | 0.00% | New | 15 | $441 |
| Motco | 0.00% | New | 10 | $294 |
| Dunhill Financial, LLC | 0.00% | Reduce -98.5% | 4 | $132 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $30 |
"% of holder's portfolio" is IVT's weight in each manager's 13F, not the share of Inventrust Properties Corp. the manager owns.