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Ahrens Investment Partners’s InvenTrust Properties IVT Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$27.1K Buy
+1,157
New +$27.3K 0.01% 419
2022
Q3 		– Sell
-4,905
Closed -$127K – 536
2022
Q2 		$127K Hold
4,905
– – 0.06% 198
2022
Q1 		$151K Buy
4,905
+1,157
+31% +$31.5K 0.05% 216
2021
Q4 		$102K Buy
+3,748
New +$94.6K 0.05% 285

Other funds holding IVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Ahrens Investment Partners's IVT Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in InvenTrust Properties (IVT) in Q1 2023: 1,157 shares worth $27.1K. The stake represents 0.01% of the portfolio and ranks #419 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in IVT as recently as Q2 2022.

Ahrens Investment Partners first reported a position in IVT in Q4 2021 and has held it in 4 quarters since. The position peaked at $151K in Q1 2022. 234 funds tracked by Wall St. Rank hold IVT as of Q1 2023.

  • Ahrens Investment Partners held 1,157 shares of InvenTrust Properties worth $27.1K as of Q1 2023.
  • InvenTrust Properties was a new Ahrens Investment Partners position in Q1 2023.
  • InvenTrust Properties made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #419 holding.
  • Ahrens Investment Partners first reported a position in InvenTrust Properties in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's InvenTrust Properties position peaked at $151K in Q1 2022.
  • 234 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.