Aspect Partners
IVT icon

Aspect Partners’s InvenTrust Properties IVT Stock Holding History

Aspect 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
Q3 		$10K Hold
330
– – ﹤0.01% 274
2026
Q2 		$11.7K Hold
330
– – ﹤0.01% 261
2026
Q1 		$10.1K Hold
330
– – ﹤0.01% 258
2025
Q4 		$9.31K Hold
330
– – ﹤0.01% 284
2025
Q3 		$9.44K Hold
330
– – ﹤0.01% 313
2025
Q2 		$9.04K Sell
330
-688
-68% -$19.1K ﹤0.01% 297
2025
Q1 		$29.9K Hold
1,018
– – 0.02% 160
2024
Q4 		$30.7K Hold
1,018
– – 0.02% 163
2024
Q3 		$28.9K Hold
1,018
– – 0.02% 153
2024
Q2 		$25.2K Hold
1,018
– – 0.02% 161
2024
Q1 		$26.2K Hold
1,018
– – 0.02% 163
2023
Q4 		$25.8K Buy
+1,018
New +$25.4K 0.02% 151

Other funds holding IVT

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State of Alaska Department of Revenue
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Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Aspect Partners's IVT Position: Q3 2026 in Review

Aspect Partners held its InvenTrust Properties (IVT) position steady in Q3 2026 at 330 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Aspect Partners first reported a position in IVT in Q4 2023 and has held it in 12 quarters since. The position peaked at $30.7K in Q4 2024. 58 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

  • Aspect Partners held 330 shares of InvenTrust Properties worth $10K as of Q3 2026.
  • Aspect Partners left its InvenTrust Properties share count unchanged in Q3 2026.
  • InvenTrust Properties made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #274 holding.
  • Aspect Partners first reported a position in InvenTrust Properties in Q4 2023 and has held it in 12 quarters since.
  • Aspect Partners's InvenTrust Properties position peaked at $30.7K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.