Inventrust PropertiesIVT
13F holders, Q4 2025 (December 31)300holders −2
32new positions
37sold out
5famous investors
$28.22avg. 13F price*
At the end of Q4 2025, 300 institutions reported holding Inventrust Properties Corp. (IVT) in their 13F filings, down 2 from Q3 2025. 32 opened new positions and 37 sold out. The largest holders were Vanguard Group Inc. ($314.4M), BlackRock, Inc. ($262.4M) and Principal Financial Group Inc. ($174.6M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Inventrust Properties Corp.
- CUSIP
- 46124J201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $49.7M |
| Exits | 37 | $45.6M |
All 13F filers, Q3 2025 → Q4 2025: 8,610,090 shares bought and 4,271,868 shares sold, net +4,338,222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 300 holders
| Vanguard Group Inc. | 0.00% | Reduce -1.1% | 11,146,555 | $314.4M |
| BlackRock, Inc. | 0.00% | Add +19.4% | 9,301,921 | $262.4M |
| Principal Financial Group Inc. | 0.09% | Add +30.8% | 6,189,709 | $174.6M |
| State Street Corp. | 0.00% | Reduce -3.4% | 2,722,804 | $77.4M |
| FMR LLC | 0.00% | Add +3.8% | 2,104,913 | $59.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.0% | 2,008,073 | $56.7M |
| Millennium Management | 0.04% | Add +40.8% | 1,910,142 | $53.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.9% | 1,380,478 | $38.9M |
| Centersquare Investment Management LLC | 0.36% | Add +600.3% | 1,287,805 | $36.3M |
| Qube Research & Technologies Ltd | 0.04% | Add +23.6% | 1,050,201 | $29.6M |
| Vision Capital Corp | 15.83% | Reduce -8.0% | 1,017,381 | $28.7M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.8% | 990,395 | $27.9M |
| Schroder Investment Management Group | 0.02% | Add +16.4% | 963,245 | $27.2M |
| Deprince Race & Zollo Inc. | 0.52% | New | 955,026 | $26.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.5% | 931,828 | $26.3M |
| Northern Trust Corp. | 0.00% | Reduce -10.3% | 867,186 | $24.5M |
| Hudson Bay Capital Management LP | 0.13% | Reduce -10.1% | 740,690 | $20.9M |
| Nuveen, LLC | 0.00% | Reduce -13.6% | 652,063 | $18.4M |
| Neuberger Berman Group LLC | 0.01% | Reduce -39.1% | 627,233 | $17.7M |
| JPMorgan Chase & Co. | 0.00% | Add +7.9% | 565,064 | $15.9M |
| Aberdeen Group plc | 0.02% | Add +2.2% | 561,255 | $15.8M |
| Legal & General Group Plc | 0.00% | Add +13.0% | 440,373 | $12.4M |
| Chilton Capital Management LLC | 0.42% | Add +48.5% | 425,720 | $12.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +317.4% | 412,327 | $11.6M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Reduce -36.9% | 410,949 | $11.6M |
| Glenmede Trust Co. NA | 0.05% | — | 372,467 | $10.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -5.5% | 370,919 | $10.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.9% | 342,667 | $9.7M |
| Bank of New York Mellon Corp | 0.00% | Add +1.9% | 336,510 | $9.5M |
| Adelante Capital Management LLC | 0.63% | Reduce -1.6% | 329,783 | $9.3M |
| Morgan Stanley | 0.00% | Add +11.2% | 308,710 | $8.7M |
| B&I Capital AG | 3.00% | New | 299,250 | $8.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +34.6% | 268,947 | $7.6M |
| Barclays PLC | 0.00% | Add +4.7% | 245,599 | $6.9M |
| SG Americas Securities, LLC | 0.01% | Add +721.9% | 227,312 | $6.4M |
| Citadel Advisors | 0.00% | Add +87.9% | 224,536 | $6.3M |
| UBS Group AG | 0.00% | Add +265.8% | 216,948 | $6.1M |
| Invesco Ltd. | 0.00% | Add +1.7% | 193,330 | $5.5M |
| Bank of America Corp. | 0.00% | Reduce -18.4% | 191,471 | $5.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.03% | Add +5.0% | 178,200 | $5.0M |
| LPL Financial LLC | 0.00% | Add +7.1% | 172,712 | $4.9M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -4.0% | 166,148 | $4.8M |
| Apollo Management Holdings, L.P. | 0.05% | New | 160,580 | $4.5M |
| GSI Capital Advisors LLC | 2.42% | Add +91.8% | 153,441 | $4.3M |
| Swiss National Bank | 0.00% | Add +1.8% | 153,100 | $4.3M |
| Martingale Asset Management L P | 0.10% | Add +5.5% | 142,488 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +23.9% | 139,319 | $3.9M |
| HSBC Holdings PLC | 0.00% | Add +1.3% | 130,259 | $3.7M |
| Greenland Capital Management LP | 0.55% | Add +738.5% | 125,776 | $3.5M |
| FJ Capital Management LLC | 0.39% | No change | 124,373 | $3.5M |
| ExodusPoint Capital Management, LP | 0.04% | New | 122,617 | $3.5M |
| D. E. Shaw & Co. | 0.00% | Add +15.3% | 121,751 | $3.4M |
| Royal Bank of Canada | 0.00% | Add +29.8% | 121,576 | $3.4M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +1.8% | 115,950 | $3.3M |
| SummitTX Capital, L.P. | 0.10% | Reduce -14.7% | 111,448 | $3.1M |
| Rhumbline Advisers | 0.00% | Reduce -15.5% | 106,594 | $3.0M |
| Franklin Resources Inc. | 0.00% | Reduce -3.3% | 105,783 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -33.9% | 104,786 | $3.0M |
| Panagora Asset Management Inc. | 0.01% | Add +5.5% | 103,049 | $2.9M |
| Picton Mahoney Asset Management | 0.03% | Reduce -19.7% | 101,567 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.9% | 101,352 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -14.7% | 97,707 | $2.8M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -46.8% | 96,988 | $2.7M |
| Alliancebernstein L.P. | 0.00% | Add +0.7% | 95,551 | $2.7M |
| Deutsche Bank AG | 0.00% | Add +4.3% | 93,484 | $2.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -1.6% | 84,666 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.7% | 80,458 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -30.5% | 78,994 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +3.4% | 77,168 | $2.2M |
| California State Teachers Retirement System | 0.00% | Reduce -0.1% | 71,268 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Add +61.8% | 71,084 | $2.0M |
| Harbor Capital Advisors, Inc. | 0.15% | Reduce -0.9% | 66,941 | $1.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.9% | 66,530 | $1.9M |
| Sei Investments Co. | 0.00% | Add +71.5% | 65,773 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 63,558 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.5% | 62,317 | $1.8M |
| Citigroup Inc. | 0.00% | Add +192.3% | 61,656 | $1.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +4.7% | 60,790 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Reduce -28.6% | 57,392 | $1.6M |
| Man Group plc | 0.00% | Reduce -6.0% | 56,736 | $1.6M |
| Vestcor Inc | 0.05% | New | 56,394 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +3.3% | 54,272 | $1.5M |
| Lazard Asset Management LLC | 0.00% | Add +3.7% | 53,403 | $1.5M |
| Moran Wealth Management, LLC | 0.05% | Add +3.3% | 53,304 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Add +335.4% | 52,670 | $1.5M |
| Macquarie Group Ltd. | 0.01% | Reduce -29.4% | 51,888 | $1.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +3.4% | 46,915 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.5% | 46,530 | $1.3M |
| Wolverine Asset Management LLC | 0.07% | Add +51.6% | 44,042 | $1.2M |
| Amundi | 0.00% | Add +11.6% | 43,747 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Add +1.9% | 42,682 | $1.2M |
| HighPoint Advisor Group LLC | 0.02% | Add +6.2% | 39,987 | $1.1M |
| Sterling Capital Management LLC | 0.02% | Reduce -6.7% | 38,892 | $1.1M |
| Arete Wealth Advisors, LLC | 0.08% | Reduce -5.1% | 38,873 | $1.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -88.9% | 37,968 | $1.1M |
| Creative Planning | 0.00% | Add +0.2% | 37,228 | $1.1M |
| VestGen Investment Management | 0.57% | New | 36,562 | $1.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.0% | 36,256 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.0% | 35,742 | $1.0M |
| Intech Investment Management LLC | 0.01% | No change | 35,632 | $1.0M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -2.5% | 35,373 | $998K |
| Cresset Asset Management, LLC | 0.00% | Add +19.6% | 34,072 | $969K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.8% | 33,911 | $956K |
| Janus Henderson Group PLC | 0.00% | No change | 33,872 | $955K |
| American Century Companies Inc. | 0.00% | Add +29.5% | 33,587 | $947K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -6.6% | 32,365 | $925K |
| Calton & Associates, Inc. | 0.13% | Reduce -1.2% | 31,841 | $898K |
| Daiwa Securities Group Inc. | 0.00% | Add +0.6% | 29,644 | $836K |
| AQR Capital Management | 0.00% | Add +33.4% | 29,417 | $830K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +12.0% | 27,842 | $785K |
| GAMCO Investors | 0.01% | Reduce -7.0% | 26,500 | $748K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.8% | 26,494 | $747K |
| Nomura Asset Management International Inc. | 0.00% | — | 26,402 | $745K |
| Quantinno Capital Management LP | 0.00% | Add +9.3% | 26,111 | $737K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | No change | 25,335 | $715K |
| Handelsbanken Fonder AB | 0.00% | No change | 25,200 | $711K |
| New York State Common Retirement Fund | 0.00% | No change | 23,974 | $676K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -6.7% | 23,943 | $675K |
| BNP Paribas Financial Markets | 0.00% | Add +0.8% | 22,696 | $640K |
| Vanderbilt University | 0.11% | Reduce -8.2% | 22,223 | $627K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +0.1% | 21,623 | $610K |
| Arizona State Retirement System | 0.00% | Reduce -6.1% | 21,558 | $608K |
| Van Eck Associates Corp. | 0.00% | Add +9.8% | 20,886 | $589K |
| Groupe la Francaise | 0.01% | New | 20,675 | $583K |
| HighTower Advisors, LLC | 0.00% | Reduce -49.4% | 20,535 | $579K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.9% | 20,251 | $571K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,420 | $548K |
| Dynamic Technology Lab Private Ltd | 0.11% | Reduce -37.9% | 16,880 | $476K |
| KLP Kapitalforvaltning As | 0.00% | Add +6.4% | 16,600 | $472K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 16,365 | $462K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -33.5% | 16,085 | $454K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 16,310 | $453K |
| Allstate Corp. | 0.01% | New | 15,953 | $450K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -28.2% | 15,800 | $446K |
| Mariner, LLC | 0.00% | Reduce -8.0% | 15,343 | $433K |
| Abel Hall, LLC | 0.10% | New | 15,341 | $433K |
| MML Investors Services, LLC | 0.00% | Add +7.8% | 14,568 | $411K |
| ProShare Advisors LLC | 0.00% | Add +6.9% | 14,269 | $403K |
| STRS Ohio | 0.00% | Reduce -2.8% | 13,800 | $389K |
| Voya Investment Management LLC | 0.00% | Reduce -5.4% | 13,641 | $385K |
| Waverly Advisors, LLC | 0.00% | Reduce -4.5% | 13,479 | $380K |
| Choreo, LLC | 0.00% | Reduce -3.9% | 13,424 | $378K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -17.1% | 13,303 | $375K |
| AE Wealth Management LLC | 0.00% | New | 13,100 | $370K |
| Polymer Capital Management (US) LLC | 0.05% | Add +9.0% | 12,905 | $364K |
| Significant Wealth Partners LLC | 0.40% | Reduce -53.1% | 12,605 | $356K |
| IFM Investors Pty Ltd | 0.00% | No change | 12,577 | $355K |
| Prospera Financial Services Inc | 0.01% | Reduce -23.0% | 12,371 | $349K |
| Cerity Partners LLC | 0.00% | Reduce -3.9% | 12,345 | $348K |
| Nissay Asset Management Corp. /Japan | 0.00% | Reduce -2.2% | 11,849 | $334K |
| Park Avenue Securities LLC | 0.00% | Add +18.6% | 11,814 | $333K |
| Verdence Capital Advisors LLC | 0.02% | No change | 11,558 | $326K |
| First Trust Advisors LP | 0.00% | Add +0.7% | 11,366 | $321K |
| EntryPoint Capital, LLC | 0.12% | No change | 11,346 | $320K |
| Pictet Asset Management Holding SA | 0.00% | No change | 11,236 | $317K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -3.7% | 10,976 | $310K |
| Merit Financial Group, LLC | 0.00% | Add +2.5% | 10,766 | $304K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.1% | 10,685 | $301K |
| Intrua Financial, LLC | 0.03% | Add +0.0% | 10,675 | $301K |
| Safe Harbor Family Capital, LLC | 0.26% | — | 10,495 | $296K |
| Gross & Hartman Investments LLC | 0.17% | — | 10,495 | $296K |
| Entropy Technologies, LP | 0.02% | New | 10,296 | $290K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -23.5% | 10,106 | $285K |
| Captrust Financial Advisors | 0.00% | Add +10.7% | 9,872 | $278K |
| Harvest Investment Services, LLC | 0.05% | Reduce -0.8% | 9,869 | $278K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -9.9% | 9,427 | $266K |
| Truist Financial Corp. | 0.00% | Add +14.7% | 9,387 | $265K |
| Safe Harbor Fiduciary, LLC | 0.23% | — | 10,574 | $263K |
| Harbour Investments, Inc. | 0.01% | Reduce -14.8% | 9,231 | $260K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -7.0% | 9,148 | $258K |
| Mercer Global Advisors Inc. | 0.00% | New | 9,002 | $254K |
| Certified Advisory Corp | 0.02% | Add +0.1% | 8,895 | $251K |
| SkyOak Wealth, LLC | 0.05% | No change | 8,885 | $251K |
| Victory Capital Management Inc. | 0.00% | Reduce -0.0% | 8,877 | $250K |
| Gallacher Capital Management LLC | 0.09% | Reduce -1.7% | 8,597 | $243K |
| Allworth Financial LP | 0.00% | Reduce -6.5% | 8,272 | $233K |
| Madden Advisory Services, Inc. | 0.09% | No change | 8,173 | $231K |
| Dakota Wealth Management | 0.00% | No change | 8,150 | $230K |
| International Assets Investment Management, LLC | 0.02% | Add +7.5% | 8,138 | $230K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -30.7% | 7,802 | $223K |
| Focus Financial Network, Inc. | 0.01% | New | 7,766 | $219K |
| Brookstone Capital Management | 0.00% | Add +0.1% | 7,685 | $217K |
| Longboard Asset Management, LP | 1.36% | No change | 7,572 | $214K |
| Corient Private Wealth LP | 0.00% | New | 7,405 | $209K |
| State of Wyoming | 0.02% | Reduce -36.0% | 7,242 | $204K |
| M&T Bank Corp | 0.00% | New | 7,231 | $204K |
| Jefferies Financial Group Inc. | 0.00% | New | 7,128 | $201K |
| Northwest & Ethical Investments L.P. | 0.00% | Reduce -29.6% | 7,000 | $197K |
| Cwm, LLC | 0.00% | Reduce -22.1% | 6,999 | $197K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.1% | 6,609 | $186K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,522 | $184K |
| Farther Finance Advisors, LLC | 0.00% | Add +130.6% | 6,285 | $177K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +27.3% | 6,230 | $176K |
| Smallwood Wealth Investment Management, LLC | 0.09% | Reduce -43.2% | 6,064 | $171K |
| Assetmark, Inc. | 0.00% | Add +357.7% | 5,268 | $149K |
| Quantbot Technologies LP | 0.00% | New | 5,120 | $144K |
| IFP Advisors, Inc | 0.00% | Reduce -1.5% | 4,618 | $130K |
| Lasalle Investment Management Securities LLC | 0.00% | New | 3,908 | $110K |
| US Bancorp \de | 0.00% | Add +1.1% | 3,889 | $110K |
| MAI Capital Management | 0.00% | Add +0.1% | 3,282 | $93K |
| FIL Ltd | 0.00% | Reduce -32.4% | 3,272 | $92K |
| Sound Income Strategies, LLC | 0.00% | Reduce -31.4% | 3,124 | $91K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +310.1% | 2,760 | $78K |
| McIlrath & Eck, LLC | 0.01% | Reduce -12.5% | 2,629 | $74K |
| Kingdom Financial Group LLC. | 0.02% | New | 2,609 | $74K |
| KBC Group NV | 0.00% | No change | 2,598 | $73K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +3.5% | 2,528 | $71K |
| Amalgamated Bank | 0.00% | Reduce -8.6% | 2,453 | $69K |
| Comerica Bank | 0.00% | Add +1.9% | 2,347 | $66K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +33.5% | 2,269 | $64K |
| Private Trust Co. NA | 0.01% | No change | 2,242 | $63K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -38.0% | 2,237 | $63K |
| Spire Wealth Management | 0.00% | No change | 2,215 | $62K |
| Avalon Trust Co | 0.00% | Add +46.3% | 2,195 | $62K |
| Hantz Financial Services, Inc. | 0.00% | No change | 2,091 | $59K |
| Bulwark Capital Corp | 0.04% | No change | 2,088 | $59K |
| Ameriflex Group, Inc. | 0.03% | New | 2,030 | $57K |
| Trust Co. of Toledo NA | 0.00% | No change | 1,720 | $49K |
| Prosperity Bancshares Inc | 0.04% | — | 1,668 | $47K |
| Danske Bank A/S | 0.00% | Add +220.0% | 1,600 | $45K |
| SageView Advisory Group, LLC | 0.00% | New | 1,564 | $44K |
| Versant Capital Management, Inc | 0.01% | Reduce -29.5% | 1,513 | $43K |
| Quaker Wealth Management, LLC | 0.01% | No change | 1,447 | $41K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.3% | 1,385 | $39K |
| Global Retirement Partners, LLC | 0.00% | Add +82.3% | 1,376 | $39K |
| Parallel Advisors, LLC | 0.00% | No change | 1,334 | $38K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -0.5% | 1,285 | $36K |
| Heritage Wealth Advisors | 0.00% | No change | 1,250 | $35K |
| Jones Financial Companies LLLP | 0.00% | Add +60.8% | 1,195 | $34K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,176 | $33K |
| Winch Advisory Services, LLC | 0.01% | Add +0.9% | 1,142 | $32K |
| Bernard Wealth Management Corp. | 0.01% | Reduce -15.2% | 1,058 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -27.4% | 991 | $28K |
| Millstone Evans Group, LLC | 0.01% | No change | 905 | $26K |
| Loomis Sayles & Co. L P | 0.00% | No change | 902 | $25K |
| Signaturefd, LLC | 0.00% | Add +2.3% | 898 | $25K |
| Arax Advisory Partners | 0.00% | Reduce -1.6% | 875 | $25K |
| Bear Mountain Capital, Inc. | 0.01% | Add +0.8% | 837 | $24K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 754 | $21K |
| CoreCap Advisors, LLC | 0.00% | Add +200.0% | 750 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.4% | 739 | $21K |
| Asset Dedication, LLC | 0.00% | No change | 739 | $21K |
| CX Institutional | 0.00% | New | 638 | $18K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 591 | $17K |
| Larson Financial Group LLC | 0.00% | Add +9.6% | 560 | $16K |
| NFSG Corp | 0.00% | Reduce -67.6% | 550 | $16K |
| Princeton Global Asset Management LLC | 0.00% | New | 539 | $15K |
| Creative Financial Designs Inc. | 0.00% | Add +0.4% | 488 | $14K |
| Tsfg, LLC | 0.00% | No change | 464 | $13K |
| Blue Trust, Inc. | 0.00% | No change | 456 | $13K |
| Rockefeller Capital Management L.P. | 0.00% | Add +226.6% | 454 | $13K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -99.9% | 442 | $12K |
| MCF Advisors LLC | 0.00% | No change | 384 | $11K |
| Robinswood Financial LLC | 0.00% | Reduce -0.3% | 384 | $11K |
| WPG Advisers, LLC | 0.01% | No change | 373 | $11K |
| Bank & Trust Co | 0.01% | No change | 360 | $10K |
| ORG Partners LLC | 0.00% | No change | 333 | $9K |
| Aspect Partners, LLC | 0.00% | No change | 330 | $9K |
| Alerus Financial NA | 0.00% | No change | 300 | $8K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 293 | $8K |
| Los Angeles Capital Management LLC | 0.00% | New | 302 | $8K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 293 | $8K |
| WHI TRUST Co LLC | 0.01% | — | 292 | $8K |
| Clearstead Advisors, LLC | 0.00% | No change | 287 | $8K |
| AlphaQuest LLC | 0.00% | Reduce -98.4% | 236 | $7K |
| MV Capital Management, Inc. | 0.00% | No change | 233 | $7K |
| Sittner & Nelson, LLC | 0.00% | No change | 203 | $6K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 215 | $6K |
| GAMMA Investing LLC | 0.00% | Add +36.1% | 211 | $6K |
| Nvwm, LLC | 0.00% | No change | 181 | $5K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 161 | $5K |
| Bare Financial Services, Inc | 0.00% | Add +37.1% | 159 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | Add +216.3% | 155 | $4K |
| BankPlus Trust Department | 0.00% | No change | 146 | $4K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 150 | $4K |
| Blume Capital Management, Inc. | 0.00% | No change | 130 | $4K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -2.3% | 125 | $4K |
| Rothschild Investment LLC | 0.00% | Reduce -5.8% | 113 | $3K |
| Caldwell Trust Co | 0.00% | No change | 106 | $3K |
| Beacon Capital Management, Inc. | 0.00% | No change | 100 | $3K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 78 | $2K |
| Covestor Ltd | 0.00% | Add +80.0% | 72 | $2K |
| Quarry LP | 0.00% | Reduce -14.3% | 66 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 61 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +1.7% | 60 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 56 | $2K |
| Zions Bancorporation, National Association | 0.00% | New | 34 | $959 |
| AdvisorNet Financial, Inc | 0.00% | No change | 31 | $875 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 28 | $790 |
| Essential Partners LLC | 0.00% | Add +766.7% | 26 | $733 |
| DecisionPoint Financial, LLC | 0.00% | No change | 14 | $395 |
| Smartleaf Asset Management LLC | 0.00% | No change | 14 | $395 |
| True Wealth Design, LLC | 0.00% | New | 13 | $367 |
| Motco | 0.00% | No change | 10 | $282 |
| TD Private Client Wealth LLC | 0.00% | New | 5 | $141 |
| Dunhill Financial, LLC | 0.00% | New | 4 | $117 |
| TFC Financial Management, Inc. | 0.00% | Add +100.0% | 2 | $57 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $56 |
| Bessemer Group Inc. | 0.00% | No change | 17 | $0 |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 2,300 | $0 |
"% of holder's portfolio" is IVT's weight in each manager's 13F, not the share of Inventrust Properties Corp. the manager owns.