Inventrust PropertiesIVT
13F holders, Q1 2026 (March 31)322holders +22
48new positions
26sold out
6famous investors
$30.47avg. 13F price*
At the end of Q1 2026, 322 institutions reported holding Inventrust Properties Corp. (IVT) in their 13F filings, up 22 from Q4 2025. 48 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($294.6M), Principal Financial Group Inc. ($235.4M) and Vanguard Portfolio Management LLC ($214.0M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $32.0M |
| Exits | 26 | $35.6M |
All 13F filers, Q4 2025 → Q1 2026: 5,400,911 shares bought and 4,791,921 shares sold, net +608,990 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 322 holders
| BlackRock, Inc. | 0.01% | Add +4.0% | 9,670,929 | $294.6M |
| Principal Financial Group Inc. | 0.13% | Add +24.9% | 7,729,381 | $235.4M |
| Vanguard Portfolio Management LLC | 0.01% | — | 7,026,951 | $214.0M |
| Vanguard Capital Management LLC | 0.00% | — | 3,400,538 | $103.6M |
| State Street Corp. | 0.00% | Reduce -1.6% | 2,678,056 | $82.2M |
| FMR LLC | 0.00% | Add +0.1% | 2,106,332 | $64.2M |
| Geode Capital Management, LLC | 0.00% | Add +2.9% | 2,067,116 | $63.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.7% | 1,404,159 | $42.8M |
| Millennium Management | 0.03% | Reduce -32.9% | 1,281,987 | $39.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +18.0% | 1,099,716 | $33.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +8.2% | 1,071,380 | $32.6M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -11.3% | 931,340 | $28.4M |
| Northern Trust Corp. | 0.00% | Add +5.4% | 913,955 | $27.8M |
| Centersquare Investment Management LLC | 0.25% | Reduce -39.0% | 785,528 | $23.9M |
| Two Sigma Investments, LP | 0.02% | Add +1292.1% | 733,215 | $22.3M |
| Schroder Investment Management Group | 0.02% | Reduce -25.0% | 722,192 | $22.0M |
| Deprince Race & Zollo Inc. | 0.41% | Reduce -24.9% | 717,682 | $21.9M |
| Vision Capital Corp | 11.92% | Reduce -29.5% | 716,866 | $21.8M |
| Nuveen, LLC | 0.01% | Add +9.5% | 714,189 | $21.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.2% | 541,219 | $16.6M |
| Aberdeen Group plc | 0.03% | Reduce -7.6% | 518,580 | $15.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 501,718 | $15.3M |
| Neuberger Berman Group LLC | 0.01% | Reduce -23.1% | 482,619 | $14.7M |
| Chilton Capital Management LLC | 0.45% | Reduce -0.3% | 424,434 | $13.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +10.6% | 410,234 | $12.5M |
| Legal & General Group Plc | 0.00% | Reduce -8.3% | 403,844 | $12.3M |
| Susquehanna International Group, LLP | 0.01% | Add +283.9% | 375,090 | $11.4M |
| SG Americas Securities, LLC | 0.01% | Add +64.2% | 373,157 | $11.4M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Reduce -15.7% | 346,266 | $10.5M |
| Glenmede Trust Co. NA | 0.05% | Reduce -8.2% | 342,008 | $10.4M |
| Bank of New York Mellon Corp | 0.00% | Add +0.5% | 338,102 | $10.3M |
| Adelante Capital Management LLC | 0.69% | Add +0.1% | 330,036 | $10.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.8% | 329,826 | $10.0M |
| B&I Capital AG | 3.21% | Add +3.7% | 310,250 | $9.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.5% | 283,609 | $8.6M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -39.5% | 249,366 | $7.6M |
| Bank of America Corp. | 0.00% | Add +27.9% | 244,896 | $7.5M |
| Citadel Advisors | 0.01% | Add +0.7% | 226,176 | $6.9M |
| Morgan Stanley | 0.00% | Reduce -28.5% | 220,740 | $6.7M |
| D. E. Shaw & Co. | 0.01% | Add +70.2% | 207,224 | $6.3M |
| Invesco Ltd. | 0.00% | Add +0.5% | 194,240 | $5.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.04% | Add +0.1% | 178,400 | $5.4M |
| LPL Financial LLC | 0.00% | Reduce -0.6% | 171,767 | $5.2M |
| GSI Capital Advisors LLC | 2.74% | Add +7.8% | 165,476 | $5.0M |
| Waterfall Asset Management, LLC | 4.53% | New | 164,962 | $5.0M |
| Picton Mahoney Asset Management | 0.05% | Add +57.1% | 159,552 | $4.9M |
| Jane Street Group, LLC | 0.01% | New | 158,741 | $4.8M |
| Swiss National Bank | 0.00% | No change | 153,100 | $4.7M |
| Barclays PLC | 0.00% | Reduce -40.7% | 145,555 | $4.4M |
| HSBC Holdings PLC | 0.00% | Add +10.7% | 144,211 | $4.4M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -14.5% | 142,036 | $4.3M |
| Verition Fund Management LLC | 0.04% | New | 139,760 | $4.3M |
| Public Employees Retirement System of Ohio | 0.01% | Add +87.1% | 132,975 | $4.1M |
| SummitTX Capital, L.P. | 0.12% | Add +11.9% | 124,750 | $3.8M |
| UBS Group AG | 0.00% | Reduce -43.1% | 123,387 | $3.8M |
| Renaissance Technologies | 0.01% | New | 122,000 | $3.7M |
| First Trust Advisors LP | 0.00% | Add +969.5% | 121,560 | $3.7M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +3.1% | 119,580 | $3.6M |
| Marshall Wace, LLP | 0.00% | New | 119,155 | $3.6M |
| Royal Bank of Canada | 0.00% | Reduce -7.2% | 112,842 | $3.4M |
| FJ Capital Management LLC | 0.38% | Reduce -10.0% | 111,953 | $3.4M |
| Rhumbline Advisers | 0.00% | Reduce -0.0% | 106,587 | $3.2M |
| Sei Investments Co. | 0.00% | Add +61.7% | 106,373 | $3.2M |
| Panagora Asset Management Inc. | 0.01% | Add +0.9% | 103,998 | $3.2M |
| Martingale Asset Management L P | 0.08% | Reduce -27.3% | 103,528 | $3.2M |
| Franklin Resources Inc. | 0.00% | Reduce -3.6% | 101,939 | $3.1M |
| Deutsche Bank AG | 0.00% | Add +8.9% | 101,839 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.7% | 97,809 | $3.0M |
| Quantinno Capital Management LP | 0.00% | Add +264.2% | 95,087 | $2.9M |
| Wells Fargo & Company | 0.00% | Reduce -32.4% | 94,252 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.1% | 93,165 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +14.9% | 90,766 | $2.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -1.2% | 83,624 | $2.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +24.9% | 83,070 | $2.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.7% | 89,117 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 77,168 | $2.4M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 72,512 | $2.2M |
| California State Teachers Retirement System | 0.00% | Reduce -0.8% | 70,687 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +9.8% | 69,809 | $2.1M |
| Corient Private Wealth LP | 0.00% | Add +797.1% | 66,434 | $2.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +5.7% | 64,239 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +12.7% | 61,163 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.0% | 60,309 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.2% | 59,718 | $1.8M |
| Harbor Capital Advisors, Inc. | 0.14% | Reduce -15.8% | 56,361 | $1.7M |
| STRS Ohio | 0.01% | Add +308.0% | 56,300 | $1.7M |
| Nomura Asset Management International Inc. | 0.00% | Add +102.0% | 53,337 | $1.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 50,596 | $1.5M |
| Macquarie Group Ltd. | 0.01% | Reduce -6.8% | 48,332 | $1.5M |
| Greenland Capital Management LP | 0.33% | Reduce -61.8% | 48,000 | $1.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.8% | 46,559 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -0.7% | 46,224 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -25.1% | 46,164 | $1.4M |
| Creative Planning | 0.00% | Add +20.2% | 44,732 | $1.4M |
| Amundi | 0.00% | Add +0.9% | 44,139 | $1.3M |
| VARCOV Co. | 0.49% | New | 43,289 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Add +0.5% | 42,912 | $1.3M |
| AQR Capital Management | 0.00% | Add +31.0% | 38,545 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Add +69.8% | 38,543 | $1.2M |
| Moran Wealth Management, LLC | 0.03% | Reduce -29.9% | 37,365 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.0% | 36,622 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +38.6% | 35,116 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.8% | 35,085 | $1.1M |
| Sterling Capital Management LLC | 0.02% | Reduce -10.3% | 34,900 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.4% | 34,873 | $1.1M |
| American Century Companies Inc. | 0.00% | Add +3.5% | 34,760 | $1.1M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +6.3% | 34,401 | $1.1M |
| Janus Henderson Group PLC | 0.00% | No change | 33,872 | $1.0M |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -72.6% | 33,584 | $1.0M |
| Wellington Management Group LLP | 0.00% | New | 33,299 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.4% | 31,731 | $975K |
| Fox Run Management, L.L.C. | 0.17% | New | 31,570 | $971K |
| Vanguard Global Advisers, LLC | 0.00% | — | 31,096 | $947K |
| Daiwa Securities Group Inc. | 0.00% | Add +3.4% | 30,642 | $933K |
| Handelsbanken Fonder AB | 0.00% | Add +19.8% | 30,200 | $920K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +3.1% | 28,718 | $875K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.3% | 27,891 | $857K |
| Calton & Associates, Inc. | 0.12% | Reduce -11.9% | 28,056 | $855K |
| GAMCO Investors | 0.01% | No change | 26,500 | $807K |
| Advisor OS, LLC | 0.06% | New | 26,220 | $799K |
| Koshinski Asset Management, Inc. | 0.05% | Add +5.9% | 25,365 | $773K |
| Entropy Technologies, LP | 0.04% | Add +145.4% | 25,272 | $770K |
| New York State Common Retirement Fund | 0.00% | No change | 23,974 | $730K |
| Erste Asset Management GmbH | 0.01% | New | 23,600 | $726K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -76.8% | 22,485 | $685K |
| Van Eck Associates Corp. | 0.00% | Add +5.5% | 22,026 | $671K |
| Vanderbilt University | 0.13% | Reduce -2.4% | 21,694 | $661K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 21,623 | $659K |
| Squarepoint Ops LLC | 0.00% | New | 21,517 | $655K |
| Arizona State Retirement System | 0.00% | Reduce -1.1% | 21,327 | $650K |
| HighTower Advisors, LLC | 0.00% | Add +1.1% | 20,771 | $633K |
| Groupe la Francaise | 0.01% | No change | 20,675 | $630K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.5% | 19,951 | $608K |
| Intech Investment Management LLC | 0.01% | Reduce -45.1% | 19,551 | $596K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,420 | $592K |
| Graham Capital Management, L.P. | 0.03% | New | 18,377 | $560K |
| KLP Kapitalforvaltning As | 0.00% | Add +4.2% | 17,300 | $531K |
| Cresset Asset Management, LLC | 0.00% | Reduce -50.5% | 16,856 | $518K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 16,310 | $510K |
| Dynamic Technology Lab Private Ltd | 0.08% | Reduce -2.8% | 16,400 | $500K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 16,365 | $498K |
| UniSuper Management Pty Ltd | 0.00% | No change | 15,800 | $481K |
| Vestcor Inc | 0.01% | Reduce -72.9% | 15,283 | $466K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -7.8% | 14,830 | $452K |
| Merit Financial Group, LLC | 0.00% | Add +26.2% | 13,586 | $414K |
| Choreo, LLC | 0.01% | Reduce -0.1% | 13,404 | $412K |
| Voya Investment Management LLC | 0.00% | Reduce -1.7% | 13,414 | $409K |
| Waverly Advisors, LLC | 0.00% | Reduce -0.7% | 13,385 | $408K |
| Significant Wealth Partners LLC | 0.50% | Add +5.2% | 13,259 | $404K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +30.1% | 13,145 | $400K |
| Sun Life Financial Inc. | 0.02% | New | 13,122 | $400K |
| MML Investors Services, LLC | 0.00% | Reduce -10.4% | 13,057 | $398K |
| Mercer Global Advisors Inc. | 0.00% | Add +42.9% | 12,866 | $392K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -4.6% | 12,693 | $387K |
| IFM Investors Pty Ltd | 0.00% | No change | 12,577 | $383K |
| Prudential Financial Inc. | 0.00% | New | 12,380 | $377K |
| Allstate Corp. | 0.00% | Reduce -22.4% | 12,376 | $377K |
| Pictet Asset Management Holding SA | 0.00% | Add +10.1% | 12,372 | $377K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +4.1% | 12,331 | $376K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.7% | 11,909 | $363K |
| Verdence Capital Advisors LLC | 0.02% | No change | 11,558 | $352K |
| Captrust Financial Advisors | 0.00% | Add +15.9% | 11,440 | $348K |
| Park Avenue Securities LLC | 0.00% | Reduce -4.2% | 11,315 | $345K |
| ProShare Advisors LLC | 0.00% | Reduce -20.7% | 11,316 | $345K |
| Safe Harbor Family Capital, LLC | 0.27% | Add +6.9% | 11,215 | $342K |
| Gross & Hartman Investments LLC | 0.18% | Add +6.9% | 11,215 | $342K |
| Wolverine Asset Management LLC | 0.02% | Reduce -75.3% | 10,861 | $331K |
| Intrua Financial, LLC | 0.03% | Add +0.0% | 10,677 | $325K |
| Quantbot Technologies LP | 0.01% | Add +107.7% | 10,636 | $324K |
| Cwm, LLC | 0.00% | Add +51.2% | 10,585 | $322K |
| Cerity Partners LLC | 0.00% | Reduce -15.3% | 10,452 | $318K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.9% | 10,443 | $318K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.1% | 10,348 | $315K |
| Integrated Wealth Concepts LLC | 0.00% | New | 10,126 | $308K |
| Truist Financial Corp. | 0.00% | Add +1.2% | 9,500 | $289K |
| Harvest Investment Services, LLC | 0.05% | Reduce -5.5% | 9,329 | $284K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +49.0% | 9,282 | $283K |
| Allworth Financial LP | 0.00% | Add +11.4% | 9,215 | $281K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -1.3% | 9,028 | $275K |
| SkyOak Wealth, LLC | 0.05% | No change | 8,885 | $271K |
| Victory Capital Management Inc. | 0.00% | Reduce -0.7% | 8,813 | $268K |
| Certified Advisory Corp | 0.02% | Reduce -1.7% | 8,740 | $266K |
| Northwest & Ethical Investments L.P. | 0.01% | Add +23.7% | 8,662 | $266K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -78.3% | 8,677 | $264K |
| Gallacher Capital Management LLC | 0.10% | No change | 8,597 | $262K |
| Engineers Gate Manager LP | 0.00% | New | 8,569 | $261K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -11.1% | 8,385 | $255K |
| Polymer Capital Management (US) LLC | 0.04% | Reduce -35.4% | 8,343 | $254K |
| Madden Advisory Services, Inc. | 0.10% | No change | 8,173 | $249K |
| Dakota Wealth Management | 0.01% | No change | 8,150 | $248K |
| International Assets Investment Management, LLC | 0.02% | Add +0.1% | 8,142 | $248K |
| Xponance LLC | 0.00% | New | 8,090 | $246K |
| M&T Bank Corp | 0.00% | Add +11.3% | 8,046 | $245K |
| Farther Finance Advisors, LLC | 0.00% | Add +28.0% | 8,045 | $245K |
| EP Wealth Advisors, LLC | 0.00% | New | 8,004 | $244K |
| Brookstone Capital Management | 0.00% | Add +0.1% | 7,690 | $234K |
| State of Wisconsin Investment Board | 0.00% | New | 7,677 | $234K |
| Longboard Asset Management, LP | 3.98% | No change | 7,572 | $231K |
| Diversified Trust Co. | 0.00% | New | 7,462 | $227K |
| DRW Securities, LLC | 0.01% | New | 7,361 | $224K |
| Jain Global LLC | 0.00% | New | 7,328 | $223K |
| Harbour Investments, Inc. | 0.00% | Reduce -21.1% | 7,282 | $222K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 7,275 | $222K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 7,178 | $219K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 7,170 | $218K |
| Focus Financial Network, Inc. | 0.01% | Reduce -10.3% | 6,965 | $212K |
| Investmark Advisory Group LLC | 0.09% | New | 6,858 | $209K |
| Diversified Enterprises, LLC | 0.01% | New | 6,678 | $203K |
| Affinity Wealth Management LLC | 0.03% | New | 6,658 | $203K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.7% | 6,658 | $203K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,522 | $199K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +184.7% | 6,368 | $194K |
| Smallwood Wealth Investment Management, LLC | 0.10% | No change | 6,064 | $185K |
| IFP Advisors, Inc | 0.00% | Add +31.0% | 6,051 | $184K |
| Assetmark, Inc. | 0.00% | Add +5.0% | 5,533 | $169K |
| State of Wyoming | 0.02% | Reduce -38.1% | 4,486 | $137K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -45.3% | 4,271 | $132K |
| Peterson Wealth Management | 0.07% | New | 4,235 | $129K |
| Itau Unibanco Holding S.A. | 0.00% | New | 4,040 | $123K |
| Lloyd Advisory Services, LLC. | 0.03% | Add +1473.0% | 3,382 | $103K |
| Kingdom Financial Group LLC. | 0.03% | Add +29.6% | 3,382 | $103K |
| US Bancorp \de | 0.00% | Reduce -18.2% | 3,181 | $97K |
| Sound Income Strategies, LLC | 0.00% | Add +1.1% | 3,160 | $96K |
| MAI Capital Management | 0.00% | Reduce -6.0% | 3,086 | $94K |
| FIL Ltd | 0.00% | Reduce -8.0% | 3,011 | $92K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1758.7% | 2,881 | $88K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 2,760 | $84K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +4.7% | 2,646 | $81K |
| McIlrath & Eck, LLC | 0.01% | No change | 2,629 | $80K |
| KBC Group NV | 0.00% | No change | 2,598 | $79K |
| Fifth Third Bancorp | 0.00% | New | 2,551 | $78K |
| Jones Financial Companies LLLP | 0.00% | Add +104.8% | 2,447 | $74K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +443.4% | 2,402 | $73K |
| Private Trust Co. NA | 0.01% | No change | 2,242 | $68K |
| Spire Wealth Management | 0.00% | No change | 2,215 | $67K |
| Avalon Trust Co | 0.00% | No change | 2,195 | $67K |
| Ameriflex Group, Inc. | 0.03% | Add +4.5% | 2,122 | $65K |
| Bulwark Capital Corp | 0.04% | No change | 2,088 | $64K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -2.0% | 2,049 | $62K |
| Lasalle Investment Management Securities LLC | 0.00% | Reduce -52.8% | 1,843 | $56K |
| Trust Co. of Toledo NA | 0.01% | No change | 1,720 | $52K |
| NewEdge Advisors, LLC | 0.00% | Add +24.0% | 1,717 | $52K |
| Prosperity Bancshares Inc | 0.04% | No change | 1,668 | $51K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -29.5% | 1,599 | $49K |
| Versant Capital Management, Inc | 0.00% | No change | 1,513 | $46K |
| Quaker Wealth Management, LLC | 0.01% | No change | 1,447 | $44K |
| Parallel Advisors, LLC | 0.00% | No change | 1,334 | $41K |
| Heritage Wealth Advisors | 0.00% | No change | 1,250 | $38K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,176 | $36K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -8.6% | 1,174 | $36K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +16.9% | 1,159 | $35K |
| Winch Advisory Services, LLC | 0.01% | Add +0.9% | 1,152 | $35K |
| Bernard Wealth Management Corp. | 0.01% | Add +0.8% | 1,067 | $32K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 946 | $29K |
| Advisory Services Network, LLC | 0.00% | New | 920 | $28K |
| Millstone Evans Group, LLC | 0.02% | No change | 905 | $28K |
| Bear Mountain Capital, Inc. | 0.01% | Add +0.8% | 844 | $28K |
| Loomis Sayles & Co. L P | 0.00% | No change | 902 | $27K |
| Signaturefd, LLC | 0.00% | No change | 898 | $27K |
| CX Institutional | 0.00% | Add +38.1% | 881 | $27K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 754 | $23K |
| CoreCap Advisors, LLC | 0.00% | No change | 750 | $23K |
| Asset Dedication, LLC | 0.00% | No change | 739 | $23K |
| Kemnay Advisory Services Inc. | 0.00% | New | 639 | $19K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 591 | $18K |
| Larson Financial Group LLC | 0.00% | Add +3.2% | 578 | $18K |
| NFSG Corp | 0.00% | No change | 550 | $17K |
| Princeton Global Asset Management LLC | 0.00% | No change | 539 | $16K |
| Exchange Traded Concepts, LLC | 0.00% | New | 512 | $16K |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.9% | 508 | $15K |
| Ballast Advisors LLC | 0.00% | New | 500 | $15K |
| Creative Financial Designs Inc. | 0.00% | Add +0.4% | 490 | $15K |
| Tsfg, LLC | 0.00% | No change | 464 | $14K |
| MCF Advisors LLC | 0.00% | Add +1.3% | 389 | $12K |
| Robinswood Financial LLC | 0.00% | No change | 384 | $12K |
| WPG Advisers, LLC | 0.01% | No change | 373 | $11K |
| Bank & Trust Co | 0.01% | No change | 360 | $11K |
| GAMMA Investing LLC | 0.00% | Add +66.8% | 352 | $11K |
| Ascentis Independent Advisors | 0.00% | New | 333 | $10K |
| Aspect Partners, LLC | 0.00% | No change | 330 | $10K |
| Alerus Financial NA | 0.00% | No change | 300 | $9K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 293 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 293 | $9K |
| WHI TRUST Co LLC | 0.01% | No change | 292 | $9K |
| Clearstead Advisors, LLC | 0.00% | No change | 287 | $9K |
| Salem Investment Counselors Inc. | 0.00% | New | 257 | $8K |
| RMG Wealth Management LLC | 0.00% | New | 238 | $7K |
| MV Capital Management, Inc. | 0.00% | No change | 233 | $7K |
| Blue Trust, Inc. | 0.00% | Reduce -50.4% | 226 | $7K |
| Sittner & Nelson, LLC | 0.00% | No change | 203 | $6K |
| Optiver Holding B.V. | 0.00% | New | 200 | $6K |
| Nvwm, LLC | 0.00% | No change | 181 | $6K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 161 | $5K |
| Bare Financial Services, Inc | 0.00% | No change | 159 | $5K |
| Zions Bancorporation, National Association | 0.00% | Add +347.1% | 152 | $5K |
| BankPlus Trust Department | 0.00% | No change | 146 | $4K |
| Rothschild Investment LLC | 0.00% | Add +21.2% | 137 | $4K |
| Blume Capital Management, Inc. | 0.00% | No change | 130 | $4K |
| Valued Wealth Advisors LLC | 0.00% | No change | 125 | $4K |
| Caldwell Trust Co | 0.00% | No change | 106 | $3K |
| Beacon Capital Management, Inc. | 0.00% | No change | 100 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 75 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 64 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 61 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 56 | $2K |
| Sunbelt Securities, Inc. | 0.00% | New | 51 | $2K |
| Covestor Ltd | 0.00% | Reduce -50.0% | 36 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 28 | $853 |
| Essential Partners LLC | 0.00% | No change | 26 | $792 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 21 | $640 |
| Smartleaf Asset Management LLC | 0.00% | No change | 14 | $430 |
| DecisionPoint Financial, LLC | 0.00% | No change | 14 | $427 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 14 | $426 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 10 | $305 |
| Motco | 0.00% | No change | 10 | $305 |
| Stone House Investment Management, LLC | 0.00% | New | 9 | $274 |
| True Wealth Design, LLC | 0.00% | Reduce -46.1% | 7 | $214 |
| TD Private Client Wealth LLC | 0.00% | No change | 5 | $152 |
| Dunhill Financial, LLC | 0.00% | No change | 4 | $126 |
| Silicon Valley Capital Partners | 0.00% | New | 3 | $91 |
| Hughes Financial Services, LLC | 0.00% | Add +50.0% | 3 | $91 |
| TFC Financial Management, Inc. | 0.00% | No change | 2 | $61 |
"% of holder's portfolio" is IVT's weight in each manager's 13F, not the share of Inventrust Properties Corp. the manager owns.