Aberdeen Group
IVT icon

Aberdeen Group’s InvenTrust Properties IVT Stock Holding History

Aberdeen Group’s Portfolio IVT Stock Details IVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.9M Buy
534,988
+16,408
+3% +$539K 0.03% 461
2026
Q1 		$15.8M Sell
518,580
-42,675
-8% -$1.29M 0.03% 486
2025
Q4 		$15.8M Buy
561,255
+12,119
+2% +$341K 0.02% 505
2025
Q3 		$15.8M Buy
549,136
+111,695
+26% +$3.17M 0.03% 511
2025
Q2 		$12M Buy
437,441
+408,731
+1,424% +$11.4M 0.02% 555
2025
Q1 		$843K Buy
28,710
+1,371
+5% +$40.4K ﹤0.01% 832
2024
Q4 		$811K Buy
27,339
+13,352
+95% +$402K ﹤0.01% 839
2024
Q3 		$397K Buy
13,987
+1,580
+13% +$43.8K ﹤0.01% 858
2024
Q2 		$307K Buy
12,407
+402
+3% +$9.94K ﹤0.01% 892
2024
Q1 		$309K Sell
12,005
-489
-4% -$12.3K ﹤0.01% 898
2023
Q4 		$317K Sell
12,494
-1,258
-9% -$31.4K ﹤0.01% 906
2023
Q3 		$327K Buy
13,752
+319
+2% +$7.67K ﹤0.01% 848
2023
Q2 		$311K Buy
13,433
+1,117
+9% +$25.2K ﹤0.01% 872
2023
Q1 		$288K Buy
12,316
+228
+2% +$5.38K ﹤0.01% 877
2022
Q4 		$286K Sell
12,088
-3,186
-21% -$76K ﹤0.01% 877
2022
Q3 		$326K Buy
15,274
+814
+6% +$21.6K ﹤0.01% 883
2022
Q2 		$370K Sell
14,460
-1,432
-9% -$41.9K ﹤0.01% 890
2022
Q1 		$486K Buy
15,892
+646
+4% +$17.6K ﹤0.01% 902
2021
Q4 		$416K Buy
+15,246
New +$385K ﹤0.01% 982

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Aberdeen Group's IVT Position: Q2 2026 in Review

Aberdeen Group increased its InvenTrust Properties (IVT) stake by 3.2% in Q2 2026, buying an estimated $539K and bringing the position to 534,988 shares worth $18.9M. The position accounts for 0.03% of the portfolio, ranked #461.

Aberdeen Group first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Aberdeen Group held 534,988 shares of InvenTrust Properties worth $18.9M as of Q2 2026.
  • Aberdeen Group bought 16,408 InvenTrust Properties shares in Q2 2026, an estimated $539K.
  • InvenTrust Properties made up 0.03% of Aberdeen Group's portfolio in Q2 2026, its #461 holding.
  • Aberdeen Group first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Aberdeen Group's 13F filing for Q2 2026, filed 31 Jul 2026.