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Amalgamated Bank’s InvenTrust Properties IVT Stock Holding History

Amalgamated Bank’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 		$742K Buy
+20,973
New +$689K 0.01% 1232
2026
Q1 		– Sell
-2,453
Closed -$69K – 2226
2025
Q4 		$69K Sell
2,453
-231
-9% -$6.5K ﹤0.01% 1759
2025
Q3 		$77K Hold
2,684
– – ﹤0.01% 1741
2025
Q2 		$74K Hold
2,684
– – ﹤0.01% 1753
2025
Q1 		$79K Buy
2,684
+296
+12% +$8.72K ﹤0.01% 1722
2024
Q4 		$72K Hold
2,388
– – ﹤0.01% 1766
2024
Q3 		$68K Hold
2,388
– – ﹤0.01% 1771
2024
Q2 		$59K Buy
2,388
+69
+3% +$1.71K ﹤0.01% 1823
2024
Q1 		$60K Sell
2,319
-3,641
-61% -$91.7K ﹤0.01% 1823
2023
Q4 		$151K Sell
5,960
-690
-10% -$17.2K ﹤0.01% 1876
2023
Q3 		$158K Hold
6,650
– – ﹤0.01% 1857
2023
Q2 		$154K Sell
6,650
-513
-7% -$11.6K ﹤0.01% 1919
2023
Q1 		$168K Sell
7,163
-1,625
-18% -$38.4K ﹤0.01% 1866
2022
Q4 		$208K Buy
8,788
+121
+1% +$2.89K ﹤0.01% 1850
2022
Q3 		$185K Buy
8,667
+85
+1% +$2.26K ﹤0.01% 1881
2022
Q2 		$221K Buy
+8,582
New +$251K ﹤0.01% 1833

Other funds holding IVT

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Amalgamated Bank's IVT Position: Q2 2026 in Review

Amalgamated Bank opened a new position in InvenTrust Properties (IVT) in Q2 2026: 20,973 shares worth $742K. The stake represents 0.01% of the portfolio and ranks #1232 among its holdings. This is a return to the name: Amalgamated Bank previously reported a position in IVT as recently as Q4 2025.

Amalgamated Bank first reported a position in IVT in Q2 2022 and has held it in 16 quarters since. 200 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Amalgamated Bank held 20,973 shares of InvenTrust Properties worth $742K as of Q2 2026.
  • InvenTrust Properties was a new Amalgamated Bank position in Q2 2026.
  • InvenTrust Properties made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1232 holding.
  • Amalgamated Bank first reported a position in InvenTrust Properties in Q2 2022 and has held it in 16 quarters since.
  • 200 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.