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Advantage Trust Company’s InvenTrust Properties IVT Stock Holding History

Advantage Trust Company’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
2025
Q4 		– Sell
-756
Closed -$21.6K – 155
2025
Q3 		$21.6K Hold
756
– – 0.01% 141
2025
Q2 		$20.7K Buy
+756
New +$21K 0.01% 164

Other funds holding IVT

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Advantage Trust Company's IVT Position: Q4 2025 in Review

Advantage Trust Company sold out of InvenTrust Properties (IVT) in Q4 2025, closing a stake of 756 shares — an estimated $21.6K sold.

Advantage Trust Company first reported a position in IVT in Q2 2025 and held it in 2 quarters. The position peaked at $21.6K in Q3 2025. 300 funds tracked by Wall St. Rank hold IVT as of Q4 2025.

  • Advantage Trust Company reported no remaining InvenTrust Properties position as of Q4 2025 after selling out during the quarter.
  • Advantage Trust Company sold 756 InvenTrust Properties shares in Q4 2025, an estimated $21.6K.
  • Advantage Trust Company first reported a position in InvenTrust Properties in Q2 2025 and held it in 2 quarters.
  • Advantage Trust Company's InvenTrust Properties position peaked at $21.6K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2025.

Based on Advantage Trust Company's 13F filing for Q4 2025, filed 29 Jan 2026.