Inventrust PropertiesIVT
13F holders, Q2 2026 (June 30)344holders +22
49new positions
29sold out
6famous investors
$35.40avg. 13F price*
At the end of Q2 2026, 344 institutions reported holding Inventrust Properties Corp. (IVT) in their 13F filings, up 22 from Q1 2026. 49 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($543.3M), Vanguard Portfolio Management LLC ($279.2M) and Principal Financial Group Inc. ($262.4M). 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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $54.3M |
| Exits | 29 | $61.0M |
All 13F filers, Q1 2026 → Q2 2026: 15,431,158 shares bought and 6,740,110 shares sold, net +8,691,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 344 holders
| BlackRock, Inc. | 0.01% | Add +58.7% | 15,348,026 | $543.3M |
| Vanguard Portfolio Management LLC | 0.01% | Add +12.3% | 7,887,958 | $279.2M |
| Principal Financial Group Inc. | 0.13% | Reduce -4.1% | 7,413,225 | $262.4M |
| State Street Corp. | 0.00% | Add +46.1% | 3,913,223 | $139.5M |
| Vanguard Capital Management LLC | 0.00% | Add +1.5% | 3,452,072 | $122.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +182.9% | 3,110,669 | $110.1M |
| Geode Capital Management, LLC | 0.00% | Add +6.3% | 2,196,917 | $77.8M |
| FMR LLC | 0.00% | Reduce -7.1% | 1,956,436 | $69.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.8% | 1,471,416 | $52.1M |
| Two Sigma Investments, LP | 0.04% | Add +81.2% | 1,328,433 | $47.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +5.4% | 1,129,063 | $40.0M |
| Northern Trust Corp. | 0.00% | Add +12.7% | 1,029,772 | $36.5M |
| Millennium Management | 0.02% | Reduce -36.9% | 809,303 | $28.6M |
| Nuveen, LLC | 0.01% | Add +0.7% | 719,505 | $25.5M |
| CBRE Investment Management Listed Real Assets LLC | 0.34% | New | 687,891 | $24.4M |
| JPMorgan Chase & Co. | 0.00% | Add +20.0% | 649,319 | $23.7M |
| Schroder Investment Management Group | 0.02% | Reduce -9.3% | 655,096 | $23.6M |
| Wellington Management Group LLP | 0.00% | Add +1843.1% | 647,037 | $22.9M |
| Bank of New York Mellon Corp | 0.00% | Add +61.7% | 546,723 | $19.4M |
| Aberdeen Group plc | 0.03% | Add +3.2% | 534,988 | $18.9M |
| Legal & General Group Plc | 0.00% | Add +28.5% | 519,034 | $18.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +3.0% | 517,042 | $18.3M |
| Bank of America Corp. | 0.00% | Add +99.5% | 488,615 | $17.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +19523.9% | 471,366 | $16.7M |
| Chilton Capital Management LLC | 0.49% | Add +2.1% | 433,403 | $15.4M |
| Morgan Stanley | 0.00% | Add +96.2% | 433,125 | $15.3M |
| Neuberger Berman Group LLC | 0.01% | Reduce -16.6% | 402,377 | $14.2M |
| Adelante Capital Management LLC | 0.88% | Add +14.7% | 378,545 | $13.4M |
| Ameriprise Financial Inc. | 0.00% | Add +22.8% | 405,112 | $12.9M |
| Glenmede Trust Co. NA | 0.05% | Reduce -4.2% | 327,619 | $11.6M |
| SG Americas Securities, LLC | 0.01% | Reduce -17.0% | 309,620 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.6% | 288,139 | $10.2M |
| Vision Capital Corp | 4.66% | Reduce -60.2% | 285,583 | $10.1M |
| Public Sector Pension Investment Board | 0.02% | New | 267,722 | $9.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -41.3% | 240,839 | $8.5M |
| Renaissance Technologies | 0.01% | Add +93.5% | 236,044 | $8.4M |
| Citadel Advisors | 0.00% | Add +0.9% | 228,199 | $8.1M |
| Invesco Ltd. | 0.00% | Add +14.6% | 222,545 | $7.9M |
| Jefferies Financial Group Inc. | 0.07% | New | 206,567 | $7.3M |
| Rhumbline Advisers | 0.01% | Add +87.0% | 199,337 | $7.1M |
| HSBC Holdings PLC | 0.00% | Add +26.9% | 182,969 | $6.5M |
| GSI Capital Advisors LLC | 2.81% | Add +1.6% | 168,160 | $6.0M |
| LPL Financial LLC | 0.00% | Reduce -3.6% | 165,559 | $5.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -33.7% | 165,352 | $5.9M |
| Asset Management One Co., Ltd. | 0.01% | Add +10.4% | 156,747 | $5.5M |
| Swiss National Bank | 0.00% | Add +1.8% | 155,900 | $5.5M |
| First Trust Advisors LP | 0.00% | Add +26.6% | 153,906 | $5.4M |
| Picton Mahoney Asset Management | 0.05% | Reduce -6.8% | 148,699 | $5.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +61.6% | 146,681 | $5.2M |
| Wells Fargo & Company | 0.00% | Add +40.9% | 132,800 | $4.7M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +8.3% | 129,490 | $4.6M |
| UBS Group AG | 0.00% | Reduce -4.8% | 117,401 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +3.3% | 116,605 | $4.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Reduce -36.6% | 113,175 | $4.0M |
| Deutsche Bank AG | 0.00% | Add +10.1% | 112,111 | $4.0M |
| Franklin Resources Inc. | 0.00% | Add +8.4% | 110,474 | $3.9M |
| Quantinno Capital Management LP | 0.00% | Add +13.2% | 107,604 | $3.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +28.6% | 106,873 | $3.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +121.2% | 102,986 | $3.6M |
| Raymond James Financial Inc. | 0.00% | Add +2.6% | 100,391 | $3.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -31.8% | 90,649 | $3.2M |
| Barclays PLC | 0.00% | Reduce -38.3% | 89,881 | $3.2M |
| California State Teachers Retirement System | 0.00% | Add +25.9% | 89,020 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.7% | 84,148 | $3.0M |
| Panagora Asset Management Inc. | 0.01% | Reduce -20.0% | 83,179 | $2.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -2.0% | 81,988 | $2.9M |
| Martingale Asset Management L P | 0.07% | Reduce -21.1% | 81,695 | $2.9M |
| Alliancebernstein L.P. | 0.00% | Add +6.1% | 94,531 | $2.9M |
| Prudential Financial Inc. | 0.00% | Add +532.1% | 78,250 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Add +28.1% | 77,280 | $2.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +117.2% | 76,262 | $2.7M |
| Greenland Capital Management LP | 0.57% | Add +56.3% | 75,000 | $2.7M |
| Vanguard Investments Australia, Ltd. | 0.01% | No change | 72,512 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 69,970 | $2.5M |
| State of Alaska, Department of Revenue | 0.02% | Add +60.4% | 68,808 | $2.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +5.2% | 67,571 | $2.4M |
| FJ Capital Management LLC | 0.31% | Reduce -40.6% | 66,542 | $2.4M |
| Citigroup Inc. | 0.00% | Add +41.4% | 65,266 | $2.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +6.3% | 64,996 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -2.8% | 64,552 | $2.3M |
| STRS Ohio | 0.01% | Add +11.7% | 62,900 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.2% | 60,460 | $2.1M |
| Quantbot Technologies LP | 0.08% | Add +466.7% | 60,270 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -24.1% | 58,535 | $2.1M |
| Harbor Capital Advisors, Inc. | 0.14% | Add +2.4% | 57,734 | $2.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 56,942 | $2.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +8.6% | 54,922 | $1.9M |
| Nomura Asset Management International Inc. | 0.00% | Add +1.9% | 54,355 | $1.9M |
| XTX Topco Ltd | 0.02% | New | 50,580 | $1.8M |
| Macquarie Group Ltd. | 0.01% | Add +3.7% | 50,110 | $1.8M |
| Sei Investments Co. | 0.00% | Reduce -53.4% | 49,583 | $1.8M |
| AQR Capital Management | 0.00% | Add +27.3% | 49,058 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Add +5.1% | 48,590 | $1.7M |
| Amundi | 0.00% | Add +4.1% | 45,954 | $1.6M |
| Creative Planning | 0.00% | Add +2.6% | 45,903 | $1.6M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -95.7% | 40,177 | $1.4M |
| B&I Capital AG | 3.11% | Reduce -87.2% | 39,800 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +9.9% | 38,319 | $1.4M |
| American Century Companies Inc. | 0.00% | Add +8.6% | 37,755 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.2% | 36,536 | $1.3M |
| Moran Wealth Management, LLC | 0.04% | Reduce -3.0% | 36,242 | $1.3M |
| Cresset Asset Management, LLC | 0.00% | Add +109.8% | 35,356 | $1.3M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -0.2% | 34,319 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.4% | 34,958 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | New | 34,200 | $1.2M |
| Jupiter Topco LLC | 0.00% | — | 33,872 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.3% | 32,764 | $1.2M |
| Sterling Capital Management LLC | 0.02% | Reduce -7.5% | 32,288 | $1.1M |
| Verition Fund Management LLC | 0.01% | Reduce -78.1% | 30,569 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | No change | 30,200 | $1.1M |
| Daiwa Securities Group Inc. | 0.00% | Reduce -2.2% | 29,955 | $1.1M |
| SummitTX Capital, L.P. | 0.03% | Reduce -76.1% | 29,859 | $1.1M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -5.6% | 29,368 | $1.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +2.1% | 29,331 | $1.0M |
| New York State Common Retirement Fund | 0.00% | Add +16.3% | 27,874 | $987K |
| Erste Asset Management GmbH | 0.01% | Add +15.3% | 27,200 | $986K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.0% | 26,781 | $955K |
| GAMCO Investors | 0.01% | No change | 26,500 | $938K |
| Advisor OS, LLC | 0.06% | Add +0.0% | 26,224 | $928K |
| Jane Street Group, LLC | 0.00% | Reduce -83.7% | 25,817 | $914K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -1.4% | 25,017 | $886K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +8.2% | 23,401 | $828K |
| D. E. Shaw & Co. | 0.00% | Reduce -88.9% | 22,958 | $813K |
| Wolverine Asset Management LLC | 0.04% | Add +109.6% | 22,766 | $806K |
| Van Eck Associates Corp. | 0.00% | Add +0.1% | 22,055 | $781K |
| Arizona State Retirement System | 0.00% | Add +0.5% | 21,440 | $759K |
| Amalgamated Bank | 0.01% | New | 20,973 | $742K |
| Yousif Capital Management, LLC | 0.01% | New | 20,792 | $736K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.3% | 20,295 | $718K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,420 | $687K |
| Teachers Retirement System of the State of Kentucky | 0.00% | New | 19,000 | $673K |
| Intech Investment Management LLC | 0.01% | Reduce -5.0% | 18,565 | $657K |
| Fifth Third Bancorp | 0.00% | Add +622.5% | 18,432 | $653K |
| Groupe la Francaise | 0.01% | Reduce -10.9% | 18,419 | $652K |
| Oregon Public Employees Retirement Fund | 0.01% | New | 17,700 | $627K |
| Victory Capital Management Inc. | 0.00% | Add +100.4% | 17,661 | $625K |
| KLP Kapitalforvaltning As | 0.00% | No change | 17,300 | $616K |
| Vanderbilt University | 0.08% | Reduce -20.4% | 17,278 | $612K |
| Independent Financial Group, LLC | 0.01% | Reduce -17.1% | 16,532 | $585K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 16,365 | $579K |
| Susquehanna International Group, LLP | 0.00% | Reduce -95.8% | 15,935 | $564K |
| Vestcor Inc | 0.01% | No change | 15,283 | $541K |
| Voya Investment Management LLC | 0.00% | Add +10.5% | 14,823 | $525K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 16,310 | $500K |
| BNP Paribas Financial Markets | 0.00% | Reduce -64.0% | 13,884 | $491K |
| Merit Financial Group, LLC | 0.00% | Add +1.1% | 13,730 | $486K |
| Inceptionr LLC | 0.12% | New | 13,717 | $486K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -7.5% | 13,712 | $485K |
| Dynamic Technology Lab Private Ltd | 0.11% | Reduce -16.5% | 13,697 | $485K |
| Significant Wealth Partners LLC | 0.52% | Add +2.4% | 13,582 | $481K |
| Choreo, LLC | 0.01% | Add +0.5% | 13,474 | $477K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.5% | 13,446 | $476K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.4% | 13,197 | $467K |
| Sun Life Financial Inc. | 0.02% | No change | 13,122 | $465K |
| VARCOV Co. | 0.17% | Reduce -70.1% | 12,951 | $458K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +4.0% | 12,818 | $454K |
| IFM Investors Pty Ltd | 0.00% | Add +1.2% | 12,728 | $451K |
| Safe Harbor Family Capital, LLC | 0.30% | Add +11.7% | 12,530 | $444K |
| Gross & Hartman Investments LLC | 0.20% | Add +11.7% | 12,530 | $444K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 12,528 | $443K |
| Pictet Asset Management Holding SA | 0.00% | No change | 12,372 | $438K |
| MML Investors Services, LLC | 0.00% | Reduce -6.5% | 12,208 | $432K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -5.7% | 11,966 | $424K |
| Waverly Advisors, LLC | 0.00% | Reduce -13.5% | 11,582 | $410K |
| Verdence Capital Advisors LLC | 0.02% | No change | 11,558 | $409K |
| Squarepoint Ops LLC | 0.00% | Reduce -47.3% | 11,344 | $402K |
| Prospera Financial Services Inc | 0.01% | Reduce -4.8% | 11,342 | $402K |
| Maryland State Retirement & Pension System | 0.01% | New | 11,311 | $400K |
| ProShare Advisors LLC | 0.00% | Reduce -0.2% | 11,297 | $400K |
| Graham Capital Management, L.P. | 0.02% | Reduce -39.0% | 11,202 | $397K |
| Two Sigma Securities, LLC | 0.03% | New | 11,169 | $395K |
| Park Avenue Securities LLC | 0.00% | Reduce -3.0% | 10,980 | $389K |
| Captrust Financial Advisors | 0.00% | Reduce -6.0% | 10,754 | $381K |
| Private Advisor Group, LLC | 0.00% | Add +3.6% | 10,716 | $379K |
| Integrated Wealth Concepts LLC | 0.00% | Add +4.6% | 10,588 | $375K |
| Intrua Financial, LLC | 0.03% | Reduce -2.4% | 10,424 | $369K |
| State of Wisconsin Investment Board | 0.00% | Add +35.7% | 10,417 | $369K |
| Cerity Partners LLC | 0.00% | Reduce -1.0% | 10,352 | $366K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.5% | 9,968 | $353K |
| Truist Financial Corp. | 0.00% | Add +1.5% | 9,645 | $341K |
| Allworth Financial LP | 0.00% | Add +1.7% | 9,368 | $332K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.3% | 9,314 | $330K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -41.1% | 9,300 | $329K |
| Allstate Corp. | 0.00% | Reduce -26.7% | 9,074 | $321K |
| EP Wealth Advisors, LLC | 0.00% | Add +13.3% | 9,069 | $321K |
| Certified Advisory Corp | 0.03% | Add +2.9% | 8,997 | $319K |
| Virtu Financial LLC | 0.01% | New | 8,973 | $318K |
| Mutual of America Capital Management LLC | 0.00% | New | 8,926 | $316K |
| SkyOak Wealth, LLC | 0.05% | No change | 8,885 | $315K |
| Harvest Investment Services, LLC | 0.05% | Reduce -5.5% | 8,820 | $312K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -3.5% | 8,708 | $308K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -0.9% | 8,596 | $304K |
| Xponance LLC | 0.00% | Add +5.9% | 8,569 | $303K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.7% | 8,262 | $292K |
| Contravisory Investment Management, Inc. | 0.05% | New | 8,220 | $291K |
| Madden Advisory Services, Inc. | 0.10% | No change | 8,173 | $289K |
| M&T Bank Corp | 0.00% | Reduce -0.6% | 7,996 | $283K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +8.2% | 7,757 | $275K |
| Brookstone Capital Management | 0.00% | Add +0.1% | 7,695 | $272K |
| International Assets Investment Management, LLC | 0.02% | Reduce -4.5% | 7,773 | $272K |
| Longboard Asset Management, LP | 4.49% | No change | 7,572 | $268K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +10.4% | 7,201 | $255K |
| Investmark Advisory Group LLC | 0.09% | Reduce -1.2% | 6,778 | $240K |
| Focus Financial Network, Inc. | 0.01% | Reduce -2.9% | 6,760 | $239K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 6,692 | $237K |
| Diversified Enterprises, LLC | 0.01% | No change | 6,678 | $236K |
| Savant Capital, LLC | 0.00% | New | 6,691 | $235K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -98.1% | 6,627 | $235K |
| Dakota Wealth Management | 0.00% | Reduce -20.0% | 6,518 | $231K |
| State of Tennessee, Department of Treasury | 0.00% | New | 6,346 | $225K |
| Arkadios Wealth Advisors | 0.00% | New | 6,161 | $218K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.5% | 6,160 | $218K |
| Capstone Financial Advisors, Inc. | 0.01% | New | 6,065 | $215K |
| CIBC Asset Management Inc | 0.00% | New | 6,065 | $215K |
| Bank of Montreal | 0.00% | New | 6,024 | $213K |
| Assetmark, Inc. | 0.00% | Add +8.8% | 6,018 | $213K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -28.4% | 6,006 | $213K |
| True North Advisors, LLC | 0.02% | New | 5,929 | $210K |
| Gallacher Capital Management LLC | 0.12% | Reduce -32.3% | 5,820 | $206K |
| Diversify Advisory Services, LLC | 0.00% | New | 5,602 | $201K |
| Diversify Wealth Management, LLC | 0.00% | New | 5,602 | $201K |
| Harbour Investments, Inc. | 0.00% | Reduce -23.4% | 5,578 | $197K |
| Smallwood Wealth Investment Management, LLC | 0.09% | Reduce -9.2% | 5,507 | $195K |
| Arax Advisory Partners | 0.00% | New | 4,662 | $165K |
| Hantz Financial Services, Inc. | 0.00% | Add +126.0% | 4,631 | $164K |
| IFP Advisors, Inc | 0.00% | Reduce -24.2% | 4,587 | $162K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -30.0% | 4,456 | $158K |
| Peterson Wealth Management | 0.07% | Add +0.8% | 4,268 | $151K |
| Global Retirement Partners, LLC | 0.00% | — | 3,639 | $129K |
| Kingdom Financial Group LLC. | 0.03% | Add +0.8% | 3,408 | $121K |
| Northwest & Ethical Investments L.P. | 0.00% | Reduce -62.2% | 3,275 | $119K |
| Spire Wealth Management | 0.00% | Add +40.6% | 3,115 | $110K |
| Itau Unibanco Holding S.A. | 0.00% | Reduce -24.3% | 3,059 | $108K |
| US Bancorp \de | 0.00% | Reduce -5.2% | 3,016 | $107K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +11.0% | 2,936 | $104K |
| FIL Ltd | 0.00% | Reduce -5.7% | 2,839 | $101K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 2,760 | $98K |
| Jones Financial Companies LLLP | 0.00% | Add +7.3% | 2,626 | $95K |
| IFG Advisory, LLC | 0.00% | New | 2,638 | $93K |
| KBC Group NV | 0.00% | No change | 2,598 | $92K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +123.2% | 2,587 | $92K |
| Avalon Trust Co | 0.01% | Add +9.3% | 2,400 | $85K |
| Private Trust Co. NA | 0.01% | No change | 2,242 | $79K |
| Ameriflex Group, Inc. | 0.03% | Add +0.8% | 2,139 | $76K |
| Bulwark Capital Corp | 0.04% | No change | 2,088 | $74K |
| Prosperity Bancshares Inc | 0.04% | Add +6.2% | 1,772 | $63K |
| Trust Co. of Toledo NA | 0.01% | No change | 1,720 | $61K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,717 | $61K |
| New York State Teachers Retirement System | 0.00% | New | 1,600 | $57K |
| Versant Capital Management, Inc | 0.00% | No change | 1,513 | $54K |
| Quaker Wealth Management, LLC | 0.01% | No change | 1,447 | $51K |
| Parallel Advisors, LLC | 0.00% | Add +0.4% | 1,339 | $47K |
| Heritage Wealth Advisors | 0.00% | No change | 1,250 | $44K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,176 | $42K |
| Winch Advisory Services, LLC | 0.01% | Add +0.8% | 1,161 | $41K |
| Nykredit A/S | 0.00% | — | 1,089 | $39K |
| Bernard Wealth Management Corp. | 0.01% | Add +0.8% | 1,075 | $38K |
| Buck Wealth Strategies, LLC | 0.00% | New | 1,051 | $37K |
| Signaturefd, LLC | 0.00% | Add +17.0% | 1,051 | $37K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -11.4% | 1,040 | $37K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 946 | $33K |
| Millstone Evans Group, LLC | 0.02% | No change | 905 | $32K |
| Loomis Sayles & Co. L P | 0.00% | No change | 902 | $32K |
| CX Institutional | 0.00% | No change | 881 | $31K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 844 | $30K |
| Summit Securities Group LLC | 0.01% | New | 821 | $29K |
| Trust Co | 0.00% | New | 800 | $28K |
| CoreCap Advisors, LLC | 0.00% | Add +2.4% | 768 | $27K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 754 | $27K |
| Asset Dedication, LLC | 0.00% | No change | 739 | $26K |
| Larson Financial Group LLC | 0.00% | Add +6.1% | 613 | $22K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 591 | $21K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -79.6% | 589 | $21K |
| First Pacific Financial | 0.00% | New | 581 | $21K |
| Quarry LP | 0.00% | New | 580 | $21K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -10.0% | 575 | $20K |
| Princeton Global Asset Management LLC | 0.00% | No change | 539 | $19K |
| Optiver Holding B.V. | 0.00% | Add +159.0% | 518 | $18K |
| Creative Financial Designs Inc. | 0.00% | Add +0.2% | 491 | $17K |
| Tsfg, LLC | 0.00% | No change | 464 | $16K |
| GAMMA Investing LLC | 0.00% | Add +25.6% | 442 | $16K |
| Luminist Capital LLC | 0.02% | New | 391 | $14K |
| MCF Advisors LLC | 0.00% | No change | 389 | $14K |
| Robinswood Financial LLC | 0.00% | No change | 384 | $14K |
| WPG Advisers, LLC | 0.01% | No change | 373 | $13K |
| Bank & Trust Co | 0.01% | No change | 360 | $13K |
| Aspect Partners, LLC | 0.00% | No change | 330 | $12K |
| Clearstead Advisors, LLC | 0.00% | Add +13.9% | 327 | $12K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 325 | $12K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -80.0% | 320 | $11K |
| Alerus Financial NA | 0.00% | No change | 300 | $11K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -41.4% | 300 | $11K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 293 | $10K |
| WHI TRUST Co LLC | 0.01% | No change | 292 | $10K |
| Salem Investment Counselors Inc. | 0.00% | No change | 257 | $9K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 293 | $9K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -94.1% | 252 | $9K |
| Planning Strategies Inc. | 0.01% | — | 250 | $9K |
| Huntington National Bank | 0.00% | New | 236 | $8K |
| MV Capital Management, Inc. | 0.00% | No change | 233 | $8K |
| Blue Trust, Inc. | 0.00% | No change | 226 | $8K |
| RMG Wealth Management LLC | 0.00% | Add +0.4% | 239 | $8K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -93.6% | 215 | $8K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -59.1% | 208 | $7K |
| Zions Bancorporation, National Association | 0.00% | Add +34.2% | 204 | $7K |
| Sittner & Nelson, LLC | 0.00% | No change | 203 | $7K |
| Nvwm, LLC | 0.00% | No change | 181 | $6K |
| SJS Investment Consulting Inc. | 0.00% | New | 180 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +9.4% | 174 | $6K |
| Harborfront Financial Group LLC | 0.02% | — | 170 | $6K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 161 | $6K |
| Cornerstone Financial Management LLC | 0.00% | New | 149 | $5K |
| BankPlus Trust Department | 0.00% | No change | 146 | $5K |
| Continuum Advisory, LLC | 0.00% | New | 145 | $5K |
| Rothschild Investment LLC | 0.00% | No change | 137 | $5K |
| Blume Capital Management, Inc. | 0.00% | No change | 130 | $5K |
| Valued Wealth Advisors LLC | 0.00% | No change | 125 | $4K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 106 | $4K |
| Caldwell Trust Co | 0.00% | No change | 106 | $4K |
| Beacon Capital Management, Inc. | 0.00% | No change | 100 | $4K |
| JPL Wealth Management, LLC | 0.00% | No change | 75 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 60 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 56 | $2K |
| Covestor Ltd | 0.00% | Add +13.9% | 41 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 28 | $991 |
| Essential Partners LLC | 0.00% | No change | 26 | $920 |
| Fiduciary Financial Advisors | 0.00% | New | 21 | $743 |
| Simplex Trading, LLC | 0.00% | New | 21 | $743 |
| Farmers & Merchants Investments Inc. | 0.00% | New | 20 | $708 |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +80.0% | 18 | $637 |
| Smartleaf Asset Management LLC | 0.00% | No change | 14 | $508 |
| Compass Financial Management LLC | 0.00% | — | 14 | $496 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 14 | $496 |
| DecisionPoint Financial, LLC | 0.00% | No change | 14 | $490 |
| Stone House Investment Management, LLC | 0.00% | Add +33.3% | 12 | $425 |
| Motco | 0.00% | No change | 10 | $354 |
| Group One Trading LLC | 0.00% | New | 8 | $283 |
| TD Private Client Wealth LLC | 0.00% | No change | 5 | $177 |
| Dunhill Financial, LLC | 0.00% | No change | 4 | $146 |
| Silicon Valley Capital Partners | 0.00% | No change | 3 | $107 |
| Davis Capital Management | 0.00% | New | 3 | $106 |
| Hughes Financial Services, LLC | 0.00% | No change | 3 | $106 |
| TFC Financial Management, Inc. | 0.00% | No change | 2 | $71 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 2 | $71 |
"% of holder's portfolio" is IVT's weight in each manager's 13F, not the share of Inventrust Properties Corp. the manager owns.