Inventrust PropertiesIVT

13F holders, Q3 2025 (September 30)
302holders −2
30new positions
28sold out
6famous investors
$28.63avg. 13F price*

At the end of Q3 2025, 302 institutions reported holding Inventrust Properties Corp. (IVT) in their 13F filings, down 2 from Q2 2025. 30 opened new positions and 28 sold out. The largest holders were Vanguard Group Inc. ($322.7M), BlackRock, Inc. ($223.0M) and Principal Financial Group Inc. ($135.5M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Mario Gabelli (0.0% of GAMCO Investors'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions30$53.4M
Exits28$25.7M

All 13F filers, Q2 2025 → Q3 2025: 4,612,381 shares bought and 4,698,200 shares sold, net −85,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 302 holders

Vanguard Group Inc. 0.00% Reduce -0.9% 11,273,858 $322.7M
BlackRock, Inc. 0.00% Add +1.1% 7,790,536 $223.0M
Principal Financial Group Inc. 0.07% Add +1.3% 4,732,791 $135.5M
State Street Corp. 0.00% Add +0.2% 2,818,266 $81.3M
FMR LLC 0.00% Add +7.1% 2,028,381 $58.1M
Geode Capital Management, LLC 0.00% Add +0.8% 2,008,394 $57.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.8% 1,368,302 $39.2M
Millennium Management 0.03% Reduce -42.6% 1,356,958 $38.8M
Vision Capital Corp 18.43% Add +11.8% 1,105,874 $31.7M
Neuberger Berman Group LLC 0.02% Add +18.3% 1,030,211 $29.5M
Dimensional Fund Advisors LP 0.01% Add +5.1% 1,008,310 $28.9M
Northern Trust Corp. 0.00% Reduce -2.1% 966,660 $27.7M
Qube Research & Technologies Ltd 0.03% Add +38.6% 849,621 $24.3M
Schroder Investment Management Group 0.02% Add +2.5% 827,917 $23.6M
Hudson Bay Capital Management LP 0.17% New 823,924 $23.6M
Goldman Sachs Group Inc. 0.00% Add +10.7% 799,693 $22.9M
Nuveen, LLC 0.01% Reduce -11.6% 754,495 $21.6M
Jacobs Levy Equity Management, Inc. 0.07% Add +4.9% 651,003 $18.6M
Aberdeen Group plc 0.03% Add +25.5% 549,136 $15.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +360.7% 530,820 $15.2M
JPMorgan Chase & Co. 0.00% Reduce -6.4% 523,695 $15.0M
Verition Fund Management LLC 0.08% Add +2234.8% 468,384 $13.4M
Glenmede Investment Management, LP 0.05% New 394,752 $11.3M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -0.7% 392,619 $11.2M
Legal & General Group Plc 0.00% Reduce -8.7% 389,763 $11.2M
Ameriprise Financial Inc. 0.00% Reduce -15.9% 388,833 $11.1M
Arrowstreet Capital, Limited Partnership 0.01% Add +7.7% 342,802 $9.8M
Adelante Capital Management LLC 0.64% Reduce -8.0% 335,032 $9.6M
Bank of New York Mellon Corp 0.00% Reduce -3.8% 330,363 $9.5M
Chilton Capital Management LLC 0.28% Add +13.8% 286,754 $8.3M
Morgan Stanley 0.00% Add +7.7% 277,708 $7.9M
Bank of America Corp. 0.00% Add +81.5% 234,803 $6.7M
Barclays PLC 0.00% Add +57.7% 234,600 $6.7M
Renaissance Technologies 0.01% Reduce -38.2% 225,500 $6.5M
Jane Street Group, LLC 0.01% Add +78.2% 204,855 $5.9M
Envestnet Asset Management Inc. 0.00% Add +40.5% 199,821 $5.7M
Balyasny Asset Management L.P. 0.01% Reduce -80.0% 193,373 $5.5M
Invesco Ltd. 0.00% Reduce -6.5% 190,090 $5.4M
Centersquare Investment Management LLC 0.05% New 183,894 $5.3M
Voloridge Investment Management, LLC 0.02% Add +8.4% 182,201 $5.2M
Asset Management One Co., Ltd. 0.01% Add +1.6% 173,022 $5.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.03% Reduce -4.6% 169,700 $4.9M
LPL Financial LLC 0.00% Add +7.4% 161,238 $4.6M
Prudential Financial Inc. 0.01% Reduce -27.3% 159,295 $4.6M
Raymond James Financial Inc. 0.00% Reduce -7.2% 158,586 $4.5M
Swiss National Bank 0.00% Add +1.7% 150,400 $4.3M
Martingale Asset Management L P 0.10% Add +1.6% 135,102 $3.9M
SummitTX Capital, L.P. 0.16% Reduce -13.2% 130,607 $3.7M
HSBC Holdings PLC 0.00% Add +44.6% 128,625 $3.7M
Picton Mahoney Asset Management 0.05% Reduce -26.6% 126,428 $3.6M
Rhumbline Advisers 0.00% Reduce -13.8% 126,125 $3.6M
FJ Capital Management LLC 0.38% New 124,373 $3.6M
Citadel Advisors 0.00% Reduce -84.1% 119,489 $3.4M
Susquehanna International Group, LLP 0.00% Reduce -32.9% 114,492 $3.3M
Nomura Asset Management Co. Ltd. 0.01% Add +4.6% 113,950 $3.3M
Thrivent Financial for Lutherans 0.01% Reduce -54.1% 113,652 $3.3M
Wells Fargo & Company 0.00% Add +9.9% 112,411 $3.2M
Franklin Resources Inc. 0.00% New 109,367 $3.1M
Commonwealth Equity Services, LLC 0.00% Reduce -13.1% 107,662 $3.1M
D. E. Shaw & Co. 0.00% Reduce -26.0% 105,630 $3.0M
Russell Investments Group, Ltd. 0.00% Add +42.7% 98,790 $2.8M
Panagora Asset Management Inc. 0.01% No change 97,710 $2.8M
Alliancebernstein L.P. 0.00% Add +0.9% 94,913 $2.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -10.9% 93,938 $2.7M
Royal Bank of Canada 0.00% Add +20.8% 93,701 $2.7M
Deutsche Bank AG 0.00% Add +10.5% 89,617 $2.6M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -1.4% 86,006 $2.5M
Osaic Holdings, Inc. 0.00% Reduce -2.4% 81,855 $2.4M
Teacher Retirement System of Texas 0.01% Add +32.4% 80,409 $2.3M
GSI Capital Advisors LLC 1.29% Reduce -7.8% 79,987 $2.3M
State of New Jersey Common Pension Fund D 0.01% Add +8.5% 74,660 $2.1M
Macquarie Group Ltd. 0.00% Add +41.6% 73,454 $2.1M
California State Teachers Retirement System 0.00% Add +0.0% 71,336 $2.0M
Harbor Capital Advisors, Inc. 0.15% Reduce -6.6% 67,579 $1.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -7.6% 65,277 $1.9M
T. Rowe Price Associates Inc. 0.00% Add +6.1% 64,028 $1.8M
Cetera Investment Advisers 0.00% Add +28.9% 63,463 $1.8M
Man Group plc 0.00% New 60,356 $1.7M
UBS Group AG 0.00% Reduce -34.6% 59,315 $1.7M
Jackson Creek Investment Advisors LLC 0.48% Reduce -0.0% 58,573 $1.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +3.6% 58,062 $1.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +3.3% 52,524 $1.5M
Moran Wealth Management, LLC 0.04% Reduce -2.1% 51,601 $1.5M
Lazard Asset Management LLC 0.00% Add +8.6% 51,479 $1.5M
MetLife Investment Management, LLC 0.01% Reduce -0.1% 48,232 $1.4M
CANADA LIFE ASSURANCE Co 0.00% Reduce -1.6% 45,367 $1.3M
Public Employees Retirement System of Ohio 0.00% Add +3.8% 43,931 $1.3M
State of Alaska, Department of Revenue 0.01% Add +10.7% 41,893 $1.2M
Sterling Capital Management LLC 0.02% Add +7.1% 41,667 $1.2M
Arete Wealth Advisors, LLC 0.07% Add +0.2% 40,958 $1.2M
HighTower Advisors, LLC 0.00% Reduce -3.4% 40,575 $1.2M
Sei Investments Co. 0.00% Reduce -0.1% 38,351 $1.1M
Amundi 0.00% Add +4.1% 39,216 $1.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -7.2% 38,003 $1.1M
HighPoint Advisor Group LLC 0.05% Reduce -4.0% 37,641 $1.1M
Creative Planning 0.00% Add +5.6% 37,163 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +33.1% 37,994 $1.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -15.2% 36,271 $1.0M
Prime Capital Investment Advisors, LLC 0.01% Reduce -5.8% 36,264 $1.0M
Intech Investment Management LLC 0.01% Reduce -6.9% 35,632 $1.0M
Resona Asset Management Co.,Ltd. 0.00% Add +11.0% 34,660 $997K
Janus Henderson Group PLC 0.00% No change 33,872 $969K
Calton & Associates, Inc. 0.14% Reduce -0.5% 32,222 $922K
Jennison Associates LLC 0.00% New 30,143 $863K
Daiwa Securities Group Inc. 0.00% Add +7.9% 29,479 $843K
Wolverine Asset Management LLC 0.06% Add +113.0% 29,042 $831K
Cresset Asset Management, LLC 0.00% Add +8.5% 28,483 $822K
GAMCO Investors 0.01% No change 28,500 $816K
Kestra Advisory Services, LLC 0.00% Reduce -18.6% 28,112 $805K
SG Americas Securities, LLC 0.00% New 27,657 $792K
Dynamic Technology Lab Private Ltd 0.13% Add +211.5% 27,170 $778K
Significant Wealth Partners LLC 0.38% Add +17.9% 26,856 $769K
American Century Companies Inc. 0.00% Add +6.1% 25,930 $742K
Koshinski Asset Management, Inc. 0.05% Reduce -1.9% 25,667 $735K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +1.2% 25,335 $725K
Handelsbanken Fonder AB 0.00% No change 25,200 $721K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -12.4% 24,849 $711K
Vanderbilt University 0.12% Reduce -1.0% 24,202 $693K
Geneos Wealth Management Inc. 0.02% Add +8.5% 24,180 $692K
New York State Common Retirement Fund 0.00% No change 23,974 $686K
Quantinno Capital Management LP 0.00% Add +111.8% 23,882 $684K
Y-Intercept (Hong Kong) Ltd 0.02% New 23,434 $671K
Arizona State Retirement System 0.00% Add +1.5% 22,953 $657K
BNP Paribas Financial Markets 0.00% Add +54.0% 22,514 $644K
AQR Capital Management 0.00% Add +72.7% 22,052 $631K
UniSuper Management Pty Ltd 0.00% No change 22,000 $630K
Police & Firemen's Retirement System of New Jersey 0.01% Add +23.4% 21,592 $618K
Citigroup Inc. 0.00% Reduce -77.8% 21,094 $604K
Independent Financial Group, LLC 0.01% Add +10.8% 20,435 $585K
State Board of Administration of Florida Retirement System 0.00% No change 19,420 $556K
Van Eck Associates Corp. 0.00% Add +10.8% 19,019 $544K
Campbell & CO Investment Adviser LLC 0.04% New 18,841 $539K
XTX Topco Ltd 0.03% Reduce -31.2% 17,381 $497K
Mariner, LLC 0.00% Reduce -2.7% 16,679 $477K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 16,365 $468K
Prospera Financial Services Inc 0.01% Reduce -3.1% 16,059 $460K
J.W. Cole Advisors, Inc. 0.01% Reduce -8.2% 16,038 $459K
KLP Kapitalforvaltning As 0.00% No change 15,600 $450K
DekaBank Deutsche Girozentrale 0.00% No change 16,310 $448K
Greenland Capital Management LP 0.07% New 15,000 $429K
AlphaQuest LLC 0.03% Add +28.7% 14,431 $413K
Voya Investment Management LLC 0.00% Reduce -32.6% 14,420 $413K
STRS Ohio 0.00% Reduce -2.7% 14,200 $406K
Waverly Advisors, LLC 0.00% Add +0.3% 14,108 $404K
Choreo, LLC 0.01% New 13,966 $403K
MML Investors Services, LLC 0.00% Add +10.5% 13,519 $387K
ProShare Advisors LLC 0.00% Reduce -16.6% 13,349 $382K
Beacon Pointe Advisors, LLC 0.00% Reduce -30.4% 13,210 $378K
Cerity Partners LLC 0.00% Reduce -4.3% 12,851 $368K
IFM Investors Pty Ltd 0.00% Add +1.0% 12,577 $364K
Nissay Asset Management Corp. /Japan 0.00% No change 12,118 $347K
Two Sigma Investments, LP 0.00% Add +64.0% 12,098 $346K
Elo Mutual Pension Insurance Co 0.01% Reduce -51.0% 12,041 $345K
Polymer Capital Management (US) LLC 0.04% Reduce -15.6% 11,835 $339K
Verdence Capital Advisors LLC 0.02% No change 11,558 $334K
Van Lanschot Kempen Investment Management N.V. 0.00% Add +171.4% 11,476 $328K
Perigon Wealth Management, LLC 0.01% Reduce -1.6% 11,396 $326K
Nisa Investment Advisors, LLC 0.00% Reduce -10.1% 11,260 $326K
Private Advisor Group, LLC 0.00% Add +0.7% 11,374 $326K
EntryPoint Capital, LLC 0.13% Add +50.6% 11,346 $325K
State of Wyoming 0.04% Reduce -17.3% 11,324 $324K
Engineers Gate Manager LP 0.00% Reduce -54.2% 11,308 $324K
First Trust Advisors LP 0.00% Reduce -83.2% 11,282 $323K
Pictet Asset Management Holding SA 0.00% Add +17.8% 11,236 $322K
Harbour Investments, Inc. 0.01% Reduce -0.9% 10,828 $310K
Intrua Financial, LLC 0.04% Reduce -7.9% 10,673 $305K
Smallwood Wealth Investment Management, LLC 0.16% Reduce -15.8% 10,671 $305K
Merit Financial Group, LLC 0.00% Add +2.2% 10,507 $301K
Concurrent Investment Advisors, LLC 0.01% Add +0.2% 10,467 $300K
Northwest & Ethical Investments L.P. 0.01% No change 9,942 $286K
Park Avenue Securities LLC 0.00% Add +23.4% 9,965 $285K
Harvest Investment Services, LLC 0.06% Reduce -41.5% 9,952 $285K
Signature Estate & Investment Advisors LLC 0.01% Reduce -0.2% 9,836 $282K
Atom Investors LP 0.02% Reduce -44.3% 9,394 $269K
Cwm, LLC 0.00% Add +4.0% 8,980 $257K
Captrust Financial Advisors 0.00% Add +13.1% 8,916 $255K
Certified Advisory Corp 0.02% Reduce -2.3% 8,888 $254K
SkyOak Wealth, LLC 0.05% No change 8,885 $254K
Victory Capital Management Inc. 0.00% Reduce -3.4% 8,880 $254K
Allworth Financial LP 0.00% Reduce -1.6% 8,843 $253K
Beacon Financial Advisory LLC 0.06% Reduce -5.9% 8,794 $252K
Gallacher Capital Management LLC 0.10% Add +6.1% 8,747 $250K
CIBC Bancorp USA Inc. 0.00% — 8,322 $238K
Truist Financial Corp. 0.00% New 8,181 $234K
Madden Advisory Services, Inc. 0.10% No change 8,173 $234K
Dakota Wealth Management 0.00% Add +5.5% 8,150 $233K
State of Wisconsin Investment Board 0.00% Add +1.9% 7,821 $224K
Virtu Financial LLC 0.01% New 7,738 $221K
Brookstone Capital Management 0.00% Add +0.1% 7,680 $220K
Longboard Asset Management, LP 0.35% No change 7,572 $217K
Centiva Capital, LP 0.02% New 7,549 $216K
Investmark Advisory Group LLC 0.09% Add +0.2% 7,378 $211K
International Assets Investment Management, LLC 0.02% No change 7,567 $207K
Affinity Wealth Management LLC 0.03% New 6,991 $200K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.1% 6,618 $189K
Ameritas Investment Partners, Inc. 0.01% Reduce -19.6% 6,522 $187K
Virtus Investment Advisers, LLC 0.05% Reduce -4.8% 5,865 $168K
Federation des caisses Desjardins du Quebec 0.00% Add +9.1% 4,894 $140K
FIL Ltd 0.00% Add +8.1% 4,843 $139K
IFP Advisors, Inc 0.00% Add +3.8% 4,687 $134K
Sound Income Strategies, LLC 0.01% New 4,557 $125K
US Bancorp \de 0.00% Reduce -60.5% 3,847 $110K
Tower Research Capital LLC (TRC) 0.00% Reduce -61.7% 3,611 $103K
MAI Capital Management 0.00% Reduce -8.3% 3,278 $94K
McIlrath & Eck, LLC 0.01% No change 3,005 $86K
Farther Finance Advisors, LLC 0.00% Add +312.4% 2,726 $78K
Amalgamated Bank 0.00% No change 2,684 $77K
KBC Group NV 0.00% No change 2,598 $74K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +54.0% 2,443 $70K
Comerica Bank 0.00% Add +0.5% 2,303 $66K
Private Trust Co. NA 0.01% Reduce -2.8% 2,242 $64K
Spire Wealth Management 0.00% No change 2,215 $63K
Versant Capital Management, Inc 0.01% No change 2,146 $61K
Hantz Financial Services, Inc. 0.00% No change 2,091 $60K
Bulwark Capital Corp 0.05% No change 2,088 $60K
Trust Co. of Toledo NA 0.00% No change 1,720 $49K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +5.9% 1,699 $49K
NFSG Corp 0.01% Add +208.4% 1,696 $49K
NewEdge Advisors, LLC 0.00% No change 1,562 $45K
Avalon Trust Co 0.00% New 1,500 $43K
Quaker Wealth Management, LLC 0.01% No change 1,447 $41K
EverSource Wealth Advisors, LLC 0.00% Reduce -0.4% 1,364 $39K
Parallel Advisors, LLC 0.00% No change 1,334 $38K
GF Fund Management Co. LTD. 0.00% Reduce -5.5% 1,291 $37K
Heritage Wealth Advisors 0.00% No change 1,250 $36K
Bernard Wealth Management Corp. 0.01% Reduce -16.1% 1,247 $36K
Plante Moran Financial Advisors, LLC 0.00% No change 1,176 $34K
Assetmark, Inc. 0.00% Add +19.0% 1,151 $33K
Winch Advisory Services, LLC 0.01% Add +0.8% 1,132 $32K
Aster Capital Management (DIFC) Ltd 0.02% Reduce -71.2% 1,064 $30K
Millstone Evans Group, LLC 0.02% No change 905 $26K
Loomis Sayles & Co. L P 0.00% Reduce -5.0% 902 $26K
Arax Advisory Partners 0.00% New 889 $25K
Signaturefd, LLC 0.00% Add +38.9% 878 $25K
Bear Mountain Capital, Inc. 0.01% Add +0.8% 830 $24K
Advantage Trust Co 0.01% No change 756 $22K
Global Retirement Partners, LLC 0.00% No change 755 $22K
Cherry Tree Wealth Management, LLC 0.00% No change 754 $22K
Jones Financial Companies LLLP 0.00% Add +6.1% 743 $22K
Asset Dedication, LLC 0.00% No change 739 $21K
CIBC Private Wealth Group LLC 0.00% Reduce -78.8% 736 $21K
Strategic Wealth Partners, Ltd. 0.00% Reduce -18.4% 673 $19K
Advisory Services Network, LLC 0.00% New 633 $18K
Cranbrook Wealth Management, LLC 0.00% No change 591 $17K
Larson Financial Group LLC 0.00% Reduce -17.9% 511 $15K
Danske Bank A/S 0.00% No change 500 $14K
Creative Financial Designs Inc. 0.00% Add +0.4% 486 $14K
Principal Securities, Inc. 0.00% Reduce -2.7% 464 $13K
Blue Trust, Inc. 0.00% No change 456 $13K
GPS Wealth Strategies Group, LLC 0.00% No change 455 $13K
Tsfg, LLC 0.00% New 464 $13K
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
Optiver Holding B.V. 0.00% New 362 $10K
Bank & Trust Co 0.01% No change 360 $10K
ORG Partners LLC 0.00% No change 333 $10K
Aspect Partners, LLC 0.00% No change 330 $9K
Alerus Financial NA 0.00% New 300 $9K
CBIZ Investment Advisory Services, LLC 0.00% No change 293 $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 +1.1% 286 $8K
Salem Investment Counselors Inc. 0.00% No change 257 $7K
CoreCap Advisors, LLC 0.00% No change 250 $7K
MV Capital Management, Inc. 0.00% No change 233 $7K
Hillsdale Investment Management Inc. 0.00% No change 230 $7K
Capital Analysts, LLC 0.00% New 219 $6K
Sittner & Nelson, LLC 0.00% No change 203 $6K
Nvwm, LLC 0.00% No change 181 $5K
Glass Jacobson Investment Advisors llc 0.00% No change 161 $5K
WFA Asset Management Corp 0.00% Add +1.3% 159 $5K
GAMMA Investing LLC 0.00% Add +19.2% 155 $4K
BankPlus Trust Department 0.00% No change 146 $4K
Rockefeller Capital Management L.P. 0.00% New 139 $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 +60.0% 120 $3K
Bare Financial Services, Inc 0.00% Reduce -76.8% 116 $3K
Caldwell Trust Co 0.00% No change 106 $3K
Wealth Watch Advisors, INC 0.00% New 105 $3K
Beacon Capital Management, Inc. 0.00% No change 100 $3K
Quarry LP 0.00% Reduce -43.4% 77 $2K
T. Rowe Price Investment Management, Inc. 0.00% New 66 $2K
Strategic Investment Solutions, Inc. 0.00% No change 61 $2K
Cedar Mountain Advisors, LLC 0.00% Reduce -11.9% 59 $2K
Bell Investment Advisors, Inc 0.00% No change 56 $2K
PNC Financial Services Group, Inc. 0.00% Add +32.4% 49 $1K
Parkside Financial Bank & Trust 0.00% Add +100.0% 40 $1K
Fortitude Family Office, LLC 0.00% No change 36 $1K
Covestor Ltd 0.00% Add +11.1% 40 $1K
AdvisorNet Financial, Inc 0.00% New 31 $887
Steward Partners Investment Advisory, LLC 0.00% Reduce -95.7% 28 $801
Ameritas Advisory Services, LLC 0.00% Reduce -91.8% 15 $422
Smartleaf Asset Management LLC 0.00% New 14 $402
DecisionPoint Financial, LLC 0.00% No change 14 $400
Motco 0.00% No change 10 $286
JPL Wealth Management, LLC 0.00% New 7 $201
Essential Partners LLC 0.00% Reduce -40.0% 3 $86
TFC Financial Management, Inc. 0.00% No change 1 $29
Creekmur Asset Management LLC 0.00% No change 1 $16
Bessemer Group Inc. 0.00% Reduce -84.5% 17 $0

"% of holder's portfolio" is IVT's weight in each manager's 13F, not the share of Inventrust Properties Corp. the manager owns.