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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
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 		$9.45K 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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Aspect Partners's IVT Position: Q2 2026 in Review

Aspect Partners held its InvenTrust Properties (IVT) position steady in Q2 2026 at 330 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Aspect Partners first reported a position in IVT in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.7K in Q4 2024. 61 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Aspect Partners held 330 shares of InvenTrust Properties worth $11.7K as of Q2 2026.
  • Aspect Partners left its InvenTrust Properties share count unchanged in Q2 2026.
  • InvenTrust Properties made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #261 holding.
  • Aspect Partners first reported a position in InvenTrust Properties in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's InvenTrust Properties position peaked at $30.7K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.