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Atria Wealth Solutions’s InvenTrust Properties IVT Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-7,050
Closed -$212K – 1972
2024
Q4 		$212K Buy
+7,050
New +$212K ﹤0.01% 1796
2024
Q3 		– Sell
-13,786
Closed -$341K – 1980
2024
Q2 		$341K Sell
13,786
-1,266
-8% -$31.3K ﹤0.01% 1436
2024
Q1 		$390K Sell
15,052
-21,371
-59% -$538K ﹤0.01% 1381
2023
Q4 		$926K Sell
36,423
-7,375
-17% -$184K 0.01% 896
2023
Q3 		$1.05M Buy
43,798
+10,370
+31% +$249K 0.01% 789
2023
Q2 		$777K Sell
33,428
-14,841
-31% -$335K 0.01% 960
2023
Q1 		$1.14M Sell
48,269
-2,866
-6% -$67.6K 0.02% 743
2022
Q4 		$1.21M Buy
51,135
+9,043
+21% +$216K 0.02% 672
2022
Q3 		$902K Sell
42,092
-10,336
-20% -$274K 0.02% 753
2022
Q2 		$1.36M Buy
52,428
+18,032
+52% +$528K 0.03% 573
2022
Q1 		$1.07M Buy
+34,396
New +$935K 0.02% 704

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atria Wealth Solutions's IVT Position: Q1 2025 in Review

Atria Wealth Solutions sold out of InvenTrust Properties (IVT) in Q1 2025, closing a stake of 7,050 shares — an estimated $212K sold.

Atria Wealth Solutions first reported a position in IVT in Q1 2022 and held it in 11 quarters. The position peaked at $1.36M in Q2 2022. 301 funds tracked by Wall St. Rank hold IVT as of Q1 2025.

  • Atria Wealth Solutions reported no remaining InvenTrust Properties position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,050 InvenTrust Properties shares in Q1 2025, an estimated $212K.
  • Atria Wealth Solutions first reported a position in InvenTrust Properties in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's InvenTrust Properties position peaked at $1.36M in Q2 2022.
  • 301 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.