Ameriprise
IVT icon

Ameriprise’s InvenTrust Properties IVT Stock Holding History

Ameriprise’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 		$10M Sell
329,826
-12,841
-4% -$387K ﹤0.01% 1922
2025
Q4 		$9.67M Sell
342,667
-46,166
-12% -$1.3M ﹤0.01% 1937
2025
Q3 		$11.1M Sell
388,833
-73,322
-16% -$2.08M ﹤0.01% 1839
2025
Q2 		$12.7M Buy
462,155
+8,090
+2% +$225K ﹤0.01% 1645
2025
Q1 		$13.3M Sell
454,065
-8,348
-2% -$246K ﹤0.01% 1565
2024
Q4 		$13.9M Buy
462,413
+58,557
+14% +$1.76M ﹤0.01% 1572
2024
Q3 		$11.5M Buy
403,856
+291,551
+260% +$8.09M ﹤0.01% 1674
2024
Q2 		$2.79M Buy
112,305
+86,448
+334% +$2.14M ﹤0.01% 2709
2024
Q1 		$666K Sell
25,857
-2,166
-8% -$54.5K ﹤0.01% 3322
2023
Q4 		$738K Buy
28,023
+3,695
+15% +$92.1K ﹤0.01% 3306
2023
Q3 		$604K Buy
24,328
+1,958
+9% +$47.1K ﹤0.01% 3332
2023
Q2 		$525K Sell
22,370
-4,943
-18% -$112K ﹤0.01% 3415
2023
Q1 		$671K Sell
27,313
-59
-0.2% -$1.39K ﹤0.01% 3314
2022
Q4 		$670K Buy
27,372
+372
+1% +$8.88K ﹤0.01% 3297
2022
Q3 		$591K Sell
27,000
-2,160
-7% -$57.4K ﹤0.01% 3321
2022
Q2 		$771K Sell
29,160
-32,089
-52% -$939K ﹤0.01% 3225
2022
Q1 		$1.93M Sell
61,249
-17,699
-22% -$481K ﹤0.01% 2926
2021
Q4 		$2.17M Buy
+78,948
New +$1.99M ﹤0.01% 2915

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise's IVT Position: Q1 2026 in Review

Ameriprise reduced its InvenTrust Properties (IVT) stake by 3.7% in Q1 2026, selling an estimated $387K and leaving 329,826 shares worth $10M. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

Ameriprise first reported a position in IVT in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.9M in Q4 2024. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Ameriprise held 329,826 shares of InvenTrust Properties worth $10M as of Q1 2026.
  • Ameriprise sold 12,841 InvenTrust Properties shares in Q1 2026, an estimated $387K.
  • InvenTrust Properties made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #1922 holding.
  • Ameriprise first reported a position in InvenTrust Properties in Q4 2021 and has held it in 18 quarters since.
  • Ameriprise's InvenTrust Properties position peaked at $13.9M in Q4 2024.
  • 321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.