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 |
| Calton & Associates, Inc. | 0.15% | Add +8.4% | 32,369 | $887K |
| Squarepoint Ops LLC | 0.00% | New | 32,260 | $884K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -7.2% | 31,213 | $860K |
| Summit Global Investments | 0.05% | Add +3.4% | 28,645 | $785K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +67.5% | 28,543 | $784K |
| GAMCO Investors | 0.01% | No change | 28,500 | $781K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +4.0% | 28,378 | $778K |
| Daiwa Securities Group Inc. | 0.00% | Add +2.7% | 27,325 | $749K |
| Cresset Asset Management, LLC | 0.00% | Add +179.3% | 26,256 | $726K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -3.2% | 26,155 | $717K |
| XTX Topco Ltd | 0.03% | New | 25,265 | $692K |
| Handelsbanken Fonder AB | 0.00% | No change | 25,200 | $690K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | No change | 25,025 | $686K |
| Engineers Gate Manager LP | 0.01% | New | 24,707 | $677K |
| Elo Mutual Pension Insurance Co | 0.01% | Add +15.6% | 24,550 | $673K |
| Vanderbilt University | 0.13% | Add +5.3% | 24,451 | $670K |
| American Century Companies Inc. | 0.00% | Add +0.1% | 24,435 | $670K |
| New York State Common Retirement Fund | 0.00% | No change | 23,974 | $657K |
| Significant Wealth Partners LLC | 0.31% | Add +6.0% | 22,785 | $624K |
| Arizona State Retirement System | 0.00% | Add +2.2% | 22,606 | $619K |
| Geneos Wealth Management Inc. | 0.01% | Add +34.9% | 22,286 | $611K |
| UniSuper Management Pty Ltd | 0.00% | No change | 22,000 | $603K |
| Voya Investment Management LLC | 0.00% | Add +8.1% | 21,403 | $586K |
| Verition Fund Management LLC | 0.00% | Reduce -61.0% | 20,061 | $550K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,420 | $532K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +35.3% | 18,979 | $520K |
| Independent Financial Group, LLC | 0.01% | Add +19.9% | 18,435 | $505K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +5.7% | 17,499 | $479K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -9.4% | 17,475 | $479K |
| Jump Financial, LLC | 0.01% | Reduce -73.0% | 17,252 | $473K |
| Van Eck Associates Corp. | 0.00% | Add +12.0% | 17,166 | $470K |
| Mariner, LLC | 0.00% | Reduce -10.4% | 17,137 | $470K |
| Harvest Investment Services, LLC | 0.10% | Reduce -0.7% | 17,010 | $466K |
| Atom Investors LP | 0.04% | New | 16,862 | $462K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.6% | 16,567 | $454K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 16,310 | $452K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 16,365 | $448K |
| ProShare Advisors LLC | 0.00% | Reduce -4.6% | 16,009 | $439K |
| KLP Kapitalforvaltning As | 0.00% | No change | 15,600 | $431K |
| BNP Paribas Financial Markets | 0.00% | Add +71.9% | 14,617 | $401K |
| STRS Ohio | 0.00% | No change | 14,600 | $400K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -4.3% | 14,139 | $387K |
| Waverly Advisors, LLC | 0.00% | Reduce -10.3% | 14,071 | $386K |
| Polymer Capital Management (US) LLC | 0.06% | Reduce -9.5% | 14,019 | $384K |
| State of Wyoming | 0.05% | Reduce -8.7% | 13,695 | $375K |
| Wolverine Asset Management LLC | 0.03% | Add +8.8% | 13,638 | $374K |
| Cerity Partners LLC | 0.00% | Reduce -9.6% | 13,424 | $368K |
| AQR Capital Management | 0.00% | Add +24.2% | 12,770 | $350K |
| Smallwood Wealth Investment Management, LLC | 0.20% | Add +8.1% | 12,673 | $347K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -26.2% | 12,519 | $347K |
| IFM Investors Pty Ltd | 0.00% | Reduce -20.0% | 12,447 | $341K |
| MML Investors Services, LLC | 0.00% | Add +45.8% | 12,230 | $335K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +4.3% | 12,118 | $332K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 12,000 | $329K |
| Intrua Financial, LLC | 0.05% | Reduce -2.6% | 11,589 | $318K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.4% | 11,579 | $317K |
| Verdence Capital Advisors LLC | 0.02% | No change | 11,558 | $317K |
| Johnson Financial Group, LLC | 0.03% | No change | 11,533 | $316K |
| Private Advisor Group, LLC | 0.00% | Reduce -11.6% | 11,301 | $310K |
| Quantinno Capital Management LP | 0.00% | New | 11,277 | $309K |
| AlphaQuest LLC | 0.03% | Reduce -20.9% | 11,213 | $307K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,066 | $303K |
| Harbour Investments, Inc. | 0.01% | No change | 10,923 | $299K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +21.6% | 10,445 | $286K |
| Merit Financial Group, LLC | 0.00% | Add +2.0% | 10,280 | $282K |
| CarsonAllaria Wealth Management, Ltd. | 0.15% | Add +0.5% | 10,083 | $276K |
| Northwest & Ethical Investments L.P. | 0.01% | No change | 9,942 | $274K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -28.6% | 9,856 | $270K |
| US Bancorp \de | 0.00% | Reduce -7.5% | 9,737 | $267K |
| Cibc World Markets Corp. | 0.00% | Reduce -44.1% | 9,620 | $264K |
| Safe Harbor Fiduciary, LLC | 0.25% | No change | 10,574 | $263K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -41.9% | 9,538 | $261K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +318.4% | 9,438 | $259K |
| Beacon Financial Advisory LLC | 0.07% | New | 9,347 | $256K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.1% | 9,188 | $252K |
| Certified Advisory Corp | 0.03% | Reduce -40.7% | 9,101 | $249K |
| Allworth Financial LP | 0.00% | Reduce -11.0% | 8,983 | $246K |
| SkyOak Wealth, LLC | 0.05% | No change | 8,885 | $243K |
| Dynamic Technology Lab Private Ltd | 0.03% | Reduce -59.5% | 8,723 | $239K |
| Cwm, LLC | 0.00% | Reduce -0.9% | 8,632 | $237K |
| Gallacher Capital Management LLC | 0.10% | No change | 8,247 | $226K |
| Two Sigma Advisers, LP | 0.00% | Reduce -16.3% | 8,200 | $225K |
| Madden Advisory Services, Inc. | 0.10% | No change | 8,173 | $224K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 8,109 | $222K |
| Contravisory Investment Management, Inc. | 0.04% | New | 8,096 | $222K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.8% | 8,074 | $221K |
| Captrust Financial Advisors | 0.00% | Reduce -18.4% | 7,885 | $216K |
| Dakota Wealth Management | 0.00% | No change | 7,726 | $212K |
| Brookstone Capital Management | 0.00% | Reduce -2.2% | 7,675 | $210K |
| State of Wisconsin Investment Board | 0.00% | Reduce -0.6% | 7,675 | $210K |
| Worth Venture Partners, LLC | 1.72% | New | 7,600 | $208K |
| Longboard Asset Management, LP | 0.52% | No change | 7,572 | $207K |
| International Assets Investment Management, LLC | 0.02% | No change | 7,567 | $207K |
| EntryPoint Capital, LLC | 0.10% | Reduce -33.5% | 7,536 | $206K |
| Focus Financial Network, Inc. | 0.01% | Reduce -21.6% | 7,395 | $203K |
| Two Sigma Investments, LP | 0.00% | Reduce -11.0% | 7,378 | $202K |
| Investmark Advisory Group LLC | 0.09% | Add +0.1% | 7,365 | $202K |
| M&G PLC | 0.00% | Add +11.1% | 6,943 | $187K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -25.3% | 6,610 | $181K |
| Virtus Investment Advisers, LLC | 0.06% | Add +22.5% | 6,160 | $169K |
| Quantbot Technologies LP | 0.00% | Reduce -75.5% | 5,732 | $157K |
| IFP Advisors, Inc | 0.00% | Reduce -3.3% | 4,515 | $134K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 4,485 | $123K |
| FIL Ltd | 0.00% | New | 4,480 | $123K |
| Van Lanschot Kempen Investment Management N.V. | 0.00% | Reduce -96.9% | 4,228 | $116K |
| Walleye Trading LLC | 0.00% | New | 3,783 | $104K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Add +211.9% | 3,693 | $101K |
| MAI Capital Management | 0.00% | Add +0.3% | 3,574 | $98K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 3,480 | $95K |
| McIlrath & Eck, LLC | 0.01% | No change | 3,005 | $82K |
| Amalgamated Bank | 0.00% | No change | 2,684 | $74K |
| KBC Group NV | 0.00% | Reduce -30.9% | 2,598 | $71K |
| Private Trust Co. NA | 0.01% | No change | 2,307 | $63K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | — | 2,147 | $63K |
| Beacon Capital Management, LLC | 0.01% | Add +0.9% | 2,295 | $63K |
| Comerica Bank | 0.00% | Add +2.0% | 2,291 | $63K |
| Spire Wealth Management | 0.00% | Reduce -64.6% | 2,215 | $61K |
| Versant Capital Management, Inc | 0.01% | Add +579.1% | 2,146 | $59K |
| Bulwark Capital Corp | 0.05% | — | 2,088 | $57K |
| Hantz Financial Services, Inc. | 0.00% | No change | 2,091 | $57K |
| Trust Co. of Toledo NA | 0.01% | New | 1,720 | $47K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -23.0% | 1,604 | $44K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,586 | $43K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.9% | 1,562 | $43K |
| Bernard Wealth Management Corp. | 0.02% | Add +0.9% | 1,486 | $41K |
| Quaker Wealth Management, LLC | 0.01% | — | 1,447 | $40K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +44.0% | 1,369 | $38K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -6.5% | 1,366 | $37K |
| Parallel Advisors, LLC | 0.00% | No change | 1,334 | $37K |
| Heritage Wealth Advisors | 0.00% | New | 1,250 | $34K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,176 | $32K |
| Winch Advisory Services, LLC | 0.01% | Add +0.9% | 1,123 | $31K |
| Gitterman Wealth Management, LLC | 0.01% | New | 1,096 | $30K |
| Assetmark, Inc. | 0.00% | Add +31.2% | 967 | $26K |
| Loomis Sayles & Co. L P | 0.00% | New | 950 | $26K |
| Millstone Evans Group, LLC | 0.02% | No change | 905 | $25K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 825 | $23K |
| Bear Mountain Capital, Inc. | 0.01% | Add +0.9% | 823 | $22K |
| Advantage Trust Co | 0.01% | New | 756 | $21K |
| Global Retirement Partners, LLC | 0.00% | — | 755 | $21K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 754 | $21K |
| Asset Dedication, LLC | 0.00% | No change | 739 | $20K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 721 | $20K |
| Jones Financial Companies LLLP | 0.00% | Reduce -6.7% | 700 | $19K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.8% | 661 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.5% | 650 | $18K |
| Signaturefd, LLC | 0.00% | Reduce -1.9% | 632 | $17K |
| Larson Financial Group LLC | 0.00% | Add +40.1% | 622 | $17K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 591 | $16K |
| NFSG Corp | 0.00% | No change | 550 | $15K |
| Bare Financial Services, Inc | 0.00% | No change | 500 | $14K |
| Danske Bank A/S | 0.00% | New | 500 | $14K |
| Creative Financial Designs Inc. | 0.00% | Add +0.4% | 484 | $13K |
| Principal Securities, Inc. | 0.00% | Reduce -60.9% | 477 | $13K |
| Blue Trust, Inc. | 0.00% | No change | 456 | $12K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 455 | $12K |
| Kiker Wealth Management, LLC | 0.01% | No change | 408 | $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 | $10K |
| Bank & Trust Co | 0.01% | No change | 360 | $10K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 353 | $10K |
| ORG Partners LLC | 0.00% | No change | 333 | $9K |
| Aspect Partners, LLC | 0.00% | Reduce -67.6% | 330 | $9K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 293 | $8K |
| NewSquare Capital LLC | 0.00% | No change | 295 | $8K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 293 | $8K |
| Clearstead Advisors, LLC | 0.00% | No change | 287 | $8K |
| Pineridge Advisors LLC | 0.00% | Add +0.7% | 283 | $8K |
| Salem Investment Counselors Inc. | 0.00% | No change | 257 | $7K |
| CoreCap Advisors, LLC | 0.00% | Reduce -8.4% | 250 | $7K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 234 | $6K |
| MV Capital Management, Inc. | 0.00% | No change | 233 | $6K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 230 | $6K |
| Sittner & Nelson, LLC | 0.00% | No change | 203 | $6K |
| Ameritas Advisory Services, LLC | 0.00% | New | 182 | $5K |
| Nvwm, LLC | 0.00% | No change | 181 | $5K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 161 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 152 | $4K |
| BankPlus Trust Department | 0.00% | No change | 146 | $4K |
| WFA Asset Management Corp | 0.00% | Add +0.6% | 157 | $4K |
| Quarry LP | 0.00% | Add +38.8% | 136 | $4K |
| Blume Capital Management, Inc. | 0.00% | No change | 130 | $4K |
| GAMMA Investing LLC | 0.00% | Reduce -45.6% | 130 | $4K |
| Valued Wealth Advisors LLC | 0.00% | No change | 128 | $4K |
| Bessemer Group Inc. | 0.00% | No change | 110 | $3K |
| Caldwell Trust Co | 0.00% | New | 106 | $3K |
| Beacon Capital Management, Inc. | 0.00% | New | 100 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -37.5% | 75 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +1.5% | 67 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 61 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -32.5% | 56 | $2K |
| Brooklyn Investment Group | 0.00% | Reduce -32.8% | 43 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | Add +23.3% | 37 | $1K |
| Covestor Ltd | 0.00% | Reduce -41.9% | 36 | $1K |
| Fortitude Family Office, LLC | 0.00% | Reduce -21.7% | 36 | $986 |
| Total Investment Management Inc. | 0.00% | New | 33 | $904 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -50.0% | 20 | $548 |
| DecisionPoint Financial, LLC | 0.00% | New | 14 | $384 |
| Motco | 0.00% | No change | 10 | $276 |
| True Wealth Design, LLC | 0.00% | Reduce -53.3% | 7 | $192 |
| Essential Partners LLC | 0.00% | — | 5 | $137 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $28 |
| Creekmur Asset Management LLC | 0.00% | Reduce -99.7% | 1 | $16 |
"% of holder's portfolio" is IVT's weight in each manager's 13F, not the share of Inventrust Properties Corp. the manager owns.