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Ancora Advisors’s InvenTrust Properties IVT Stock Holding History

Ancora Advisors’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
2024
Q4 		– Sell
-94
Closed -$2.67K – 1847
2024
Q3 		$2.67K Hold
94
– – ﹤0.01% 1520
2024
Q2 		$2.33K Hold
94
– – ﹤0.01% 1546
2024
Q1 		$2.42K Hold
94
– – ﹤0.01% 1533
2023
Q4 		$2.38K Hold
94
– – ﹤0.01% 1466
2023
Q3 		$2.24K Hold
94
– – ﹤0.01% 1479
2023
Q2 		$2.17K Hold
94
– – ﹤0.01% 1471
2023
Q1 		$2.2K Hold
94
– – ﹤0.01% 1511
2022
Q4 		$2K Hold
94
– – ﹤0.01% 1594
2022
Q3 		$2K Hold
94
– – ﹤0.01% 1797
2022
Q2 		$2K Hold
94
– – ﹤0.01% 1949
2022
Q1 		$3K Hold
94
– – ﹤0.01% 2074
2021
Q4 		$3K Buy
+94
New +$2.37K ﹤0.01% 2135

Other funds holding IVT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Ancora Advisors's IVT Position: Q4 2024 in Review

Ancora Advisors sold out of InvenTrust Properties (IVT) in Q4 2024, closing a stake of 94 shares — an estimated $2.67K sold.

Ancora Advisors first reported a position in IVT in Q4 2021 and held it in 12 quarters. The position peaked at $3K in Q1 2022. 307 funds tracked by Wall St. Rank hold IVT as of Q4 2024.

  • Ancora Advisors reported no remaining InvenTrust Properties position as of Q4 2024 after selling out during the quarter.
  • Ancora Advisors sold 94 InvenTrust Properties shares in Q4 2024, an estimated $2.67K.
  • Ancora Advisors first reported a position in InvenTrust Properties in Q4 2021 and held it in 12 quarters.
  • Ancora Advisors's InvenTrust Properties position peaked at $3K in Q1 2022.
  • 307 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2024.

Based on Ancora Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.