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IVT icon

AlphaQuest’s InvenTrust Properties IVT Stock Holding History

AlphaQuest’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
Q1 		– Sell
-236
Closed -$6.66K – 1015
2025
Q4 		$6.66K Sell
236
-14,195
-98% -$400K ﹤0.01% 2174
2025
Q3 		$413K Buy
14,431
+3,218
+29% +$91.2K 0.03% 926
2025
Q2 		$307K Sell
11,213
-2,963
-21% -$82.4K 0.03% 866
2025
Q1 		$416K Sell
14,176
-28,011
-66% -$825K 0.05% 606
2024
Q4 		$1.27M Buy
42,187
+8,386
+25% +$252K 0.17% 161
2024
Q3 		$959K Sell
33,801
-41,008
-55% -$1.14M 0.09% 374
2024
Q2 		$1.85M Buy
74,809
+51,548
+222% +$1.28M 0.25% 104
2024
Q1 		$598K Sell
23,261
-16,762
-42% -$422K 0.1% 323
2023
Q4 		$1.01M Buy
+40,023
New +$998K 0.22% 141

Other funds holding IVT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return