Inventrust PropertiesIVT
13F holders, Q2 2025 (June 30)304holders +3
30new positions
32sold out
6famous investors
$27.41avg. 13F price*
At the end of Q2 2025, 304 institutions reported holding Inventrust Properties Corp. (IVT) in their 13F filings, up 3 from Q1 2025. 30 opened new positions and 32 sold out. The largest holders were Vanguard Group Inc. ($311.9M), BlackRock, Inc. ($211.0M) and Principal Financial Group Inc. ($128.0M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $29.5M |
| Exits | 32 | $36.7M |
All 13F filers, Q1 2025 → Q2 2025: 4,408,880 shares bought and 3,423,530 shares sold, net +985,350 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 304 holders
| Vanguard Group Inc. | 0.01% | Add +4.4% | 11,381,602 | $311.9M |
| BlackRock, Inc. | 0.00% | Reduce -3.0% | 7,701,986 | $211.0M |
| Principal Financial Group Inc. | 0.07% | Add +4.7% | 4,672,396 | $128.0M |
| State Street Corp. | 0.00% | Reduce -0.0% | 2,812,179 | $77.7M |
| Millennium Management | 0.06% | Reduce -9.8% | 2,365,806 | $64.8M |
| Geode Capital Management, LLC | 0.00% | Add +0.1% | 1,991,420 | $54.6M |
| FMR LLC | 0.00% | Add +21.2% | 1,894,008 | $51.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.1% | 1,407,749 | $38.6M |
| Vision Capital Corp | 12.12% | Add +182.7% | 989,472 | $27.1M |
| Northern Trust Corp. | 0.00% | Reduce -2.4% | 987,860 | $27.1M |
| Balyasny Asset Management L.P. | 0.06% | Add +111.1% | 968,157 | $26.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.6% | 958,974 | $26.3M |
| Neuberger Berman Group LLC | 0.02% | Reduce -1.0% | 870,851 | $23.9M |
| Nuveen, LLC | 0.01% | Reduce -18.1% | 853,766 | $23.4M |
| Schroder Investment Management Group | 0.02% | Reduce -9.9% | 807,357 | $22.1M |
| Citadel Advisors | 0.02% | Reduce -5.2% | 751,350 | $20.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.9% | 722,464 | $19.8M |
| Jacobs Levy Equity Management, Inc. | 0.07% | Add +3.4% | 620,342 | $17.0M |
| Qube Research & Technologies Ltd | 0.02% | Add +12.6% | 612,873 | $16.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.6% | 559,597 | $15.3M |
| Alyeska Investment Group, L.P. | 0.05% | New | 508,394 | $13.9M |
| Ameriprise Financial Inc. | 0.00% | Add +1.8% | 462,155 | $12.7M |
| Aberdeen Group plc | 0.02% | Add +1423.7% | 437,441 | $12.0M |
| Legal & General Group Plc | 0.00% | Add +3.2% | 427,076 | $11.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -7.1% | 395,355 | $10.8M |
| Renaissance Technologies | 0.01% | Add +12.8% | 364,900 | $10.0M |
| Adelante Capital Management LLC | 0.73% | Add +0.6% | 364,286 | $10.0M |
| Bank of New York Mellon Corp | 0.00% | Add +4.2% | 343,373 | $9.4M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -4.9% | 318,240 | $8.7M |
| Morgan Stanley | 0.00% | Add +1.6% | 257,857 | $7.1M |
| Chilton Capital Management LLC | 0.25% | Add +1.3% | 251,913 | $7.0M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -25.1% | 247,625 | $6.8M |
| Prudential Financial Inc. | 0.01% | Reduce -9.2% | 219,050 | $6.0M |
| Invesco Ltd. | 0.00% | Reduce -15.0% | 203,347 | $5.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.03% | Reduce -0.9% | 177,800 | $4.9M |
| Picton Mahoney Asset Management | 0.07% | Reduce -0.9% | 172,345 | $4.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -22.2% | 170,871 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Add +2.4% | 170,656 | $4.7M |
| Asset Management One Co., Ltd. | 0.01% | Add +4.2% | 170,322 | $4.7M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -24.1% | 168,094 | $4.6M |
| SummitTX Capital, L.P. | 0.18% | New | 150,500 | $4.1M |
| LPL Financial LLC | 0.00% | Reduce -4.3% | 150,178 | $4.1M |
| Barclays PLC | 0.00% | Add +53.3% | 148,805 | $4.1M |
| Swiss National Bank | 0.00% | Reduce -1.1% | 147,900 | $4.1M |
| Rhumbline Advisers | 0.00% | Add +10.9% | 146,230 | $4.0M |
| D. E. Shaw & Co. | 0.00% | Add +26.0% | 142,662 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.8% | 142,188 | $3.9M |
| Marshall Wace, LLP | 0.00% | New | 135,107 | $3.7M |
| Martingale Asset Management L P | 0.09% | Add +28.1% | 132,916 | $3.6M |
| Bank of America Corp. | 0.00% | Add +50.2% | 129,348 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.0% | 123,872 | $3.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -80.4% | 115,216 | $3.2M |
| Jane Street Group, LLC | 0.01% | Add +230.6% | 114,986 | $3.2M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +3.4% | 108,980 | $3.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +7.8% | 105,429 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +6.0% | 102,302 | $2.8M |
| Panagora Asset Management Inc. | 0.01% | No change | 97,710 | $2.7M |
| Citigroup Inc. | 0.00% | Reduce -40.3% | 95,161 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.0% | 94,088 | $2.6M |
| UBS Group AG | 0.00% | Reduce -6.9% | 90,686 | $2.5M |
| HSBC Holdings PLC | 0.00% | Reduce -27.9% | 88,931 | $2.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +3.8% | 87,263 | $2.4M |
| GSI Capital Advisors LLC | 1.27% | Add +0.3% | 86,707 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 83,829 | $2.3M |
| Deutsche Bank AG | 0.00% | Reduce -10.5% | 81,130 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +0.2% | 77,591 | $2.1M |
| Harbor Capital Advisors, Inc. | 0.08% | Add +10.7% | 72,349 | $2.0M |
| California State Teachers Retirement System | 0.00% | Add +0.9% | 71,333 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.6% | 70,651 | $1.9M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.9% | 69,243 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +5.3% | 68,814 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +78.0% | 67,298 | $1.8M |
| Algert Global LLC | 0.04% | Reduce -8.3% | 61,118 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Reduce -6.8% | 60,753 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.2% | 60,359 | $1.7M |
| Vestcor Inc | 0.05% | New | 59,309 | $1.6M |
| Jackson Creek Investment Advisors LLC | 0.43% | Add +15.6% | 58,596 | $1.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +7.8% | 56,062 | $1.5M |
| Moran Wealth Management, LLC | 0.04% | New | 52,701 | $1.4M |
| Macquarie Group Ltd. | 0.00% | No change | 51,888 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -3.3% | 50,841 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -0.5% | 49,233 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Reduce -0.0% | 48,260 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Add +1.0% | 47,391 | $1.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +6.6% | 46,127 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -7.2% | 42,788 | $1.2M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.1% | 42,306 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.7% | 42,009 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.9% | 40,959 | $1.1M |
| Arete Wealth Advisors, LLC | 0.08% | Reduce -6.8% | 40,874 | $1.1M |
| HighPoint Advisor Group LLC | 0.06% | Reduce -3.1% | 39,212 | $1.1M |
| Sterling Capital Management LLC | 0.02% | Add +2.1% | 38,904 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -12.4% | 38,497 | $1.1M |
| Sei Investments Co. | 0.00% | Add +56.9% | 38,385 | $1.1M |
| Intech Investment Management LLC | 0.01% | Reduce -21.3% | 38,280 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Add +0.7% | 37,831 | $1.0M |
| Amundi | 0.00% | Reduce -16.7% | 37,664 | $1.0M |
| Creative Planning | 0.00% | Reduce -3.4% | 35,195 | $964K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.2% | 34,545 | $947K |
| Janus Henderson Group PLC | 0.00% | No change | 33,872 | $928K |
"% of holder's portfolio" is IVT's weight in each manager's 13F, not the share of Inventrust Properties Corp. the manager owns.