Ameritas Investment Partners’s InvenTrust Properties IVT Stock Holding History

Ameritas 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
2026 Q1	$199K	Hold	6,522	–	–	0.01%	1266
2025 Q4	$184K	Hold	6,522	–	–	0.01%	1304
2025 Q3	$187K	Sell	6,522 -1,587	-20%	-$45K	0.01%	1281
2025 Q2	$222K	Hold	8,109	–	–	0.01%	1234
2025 Q1	$238K	Hold	8,109	–	–	0.01%	1164
2024 Q4	$244K	Buy	8,109 +1,349	+20%	+$40.6K	0.01%	1204
2024 Q3	$192K	Hold	6,760	–	–	0.01%	1355
2024 Q2	$167K	Hold	6,760	–	–	0.01%	1393
2024 Q1	$174K	Hold	6,760	–	–	0.01%	1383
2023 Q4	$171K	Hold	6,760	–	–	0.01%	1371
2023 Q3	$161K	Buy	6,760 +1,142	+20%	+$27.5K	0.01%	1326
2023 Q2	$130K	Buy	5,618 +535	+11%	+$12.1K	﹤0.01%	1412
2023 Q1	$119K	Hold	5,083	–	–	﹤0.01%	1434
2022 Q4	$125K	Hold	5,083	–	–	0.01%	1438
2022 Q3	$108K	Hold	5,083	–	–	﹤0.01%	1432
2022 Q2	$131K	Buy	+5,083	New	+$149K	0.01%	1318

Other funds holding IVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameritas Investment Partners's IVT Position: Q1 2026 in Review

Ameritas Investment Partners held its InvenTrust Properties (IVT) position steady in Q1 2026 at 6,522 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #1266.

Ameritas Investment Partners first reported a position in IVT in Q2 2022 and has held it in 16 quarters since. The position peaked at $244K in Q4 2024. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

Ameritas Investment Partners held 6,522 shares of InvenTrust Properties worth $199K as of Q1 2026.
Ameritas Investment Partners left its InvenTrust Properties share count unchanged in Q1 2026.
InvenTrust Properties made up 0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1266 holding.
Ameritas Investment Partners first reported a position in InvenTrust Properties in Q2 2022 and has held it in 16 quarters since.
Ameritas Investment Partners's InvenTrust Properties position peaked at $244K in Q4 2024.
321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.