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Ameritas Advisory Services’s InvenTrust Properties IVT Stock Holding History

Ameritas Advisory Services’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
-15
Closed -$422 – 1544
2025
Q3 		$422 Sell
15
-167
-92% -$4.73K ﹤0.01% 2095
2025
Q2 		$4.98K Buy
+182
New +$5.06K ﹤0.01% 2238

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Ameritas Advisory Services's IVT Position: Q4 2025 in Review

Ameritas Advisory Services sold out of InvenTrust Properties (IVT) in Q4 2025, closing a stake of 15 shares — an estimated $422 sold.

Ameritas Advisory Services first reported a position in IVT in Q2 2025 and held it in 2 quarters. The position peaked at $4.98K in Q2 2025. 300 funds tracked by Wall St. Rank hold IVT as of Q4 2025.

  • Ameritas Advisory Services reported no remaining InvenTrust Properties position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 15 InvenTrust Properties shares in Q4 2025, an estimated $422.
  • Ameritas Advisory Services first reported a position in InvenTrust Properties in Q2 2025 and held it in 2 quarters.
  • Ameritas Advisory Services's InvenTrust Properties position peaked at $4.98K in Q2 2025.
  • 300 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.