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Atwood & Palmer’s InvenTrust Properties IVT Stock Holding History

Atwood & Palmer’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
-1,476
Closed -$44.5K – 467
2024
Q4 		$44.5K Hold
1,476
– – ﹤0.01% 229
2024
Q3 		$41.9K Hold
1,476
– – ﹤0.01% 231
2024
Q2 		$36.5K Hold
1,476
– – ﹤0.01% 245
2024
Q1 		$37.9K Hold
1,476
– – ﹤0.01% 231
2023
Q4 		$37.4K Hold
1,476
– – ﹤0.01% 239
2023
Q3 		$35.1K Hold
1,476
– – ﹤0.01% 228
2023
Q2 		$34.2K Hold
1,476
– – ﹤0.01% 240
2023
Q1 		$34.5K Hold
1,476
– – ﹤0.01% 225
2022
Q4 		$34.9K Hold
1,476
– – ﹤0.01% 237
2022
Q3 		$31K Hold
1,476
– – ﹤0.01% 231
2022
Q2 		$38K Hold
1,476
– – ﹤0.01% 233
2022
Q1 		$45K Hold
1,476
– – ﹤0.01% 233
2021
Q4 		$40K Buy
+1,476
New +$37.3K ﹤0.01% 252

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

Atwood & Palmer's IVT Position: Q1 2025 in Review

Atwood & Palmer sold out of InvenTrust Properties (IVT) in Q1 2025, closing a stake of 1,476 shares — an estimated $44.5K sold.

Atwood & Palmer first reported a position in IVT in Q4 2021 and held it in 13 quarters. The position peaked at $45K in Q1 2022. 301 funds tracked by Wall St. Rank hold IVT as of Q1 2025.

  • Atwood & Palmer reported no remaining InvenTrust Properties position as of Q1 2025 after selling out during the quarter.
  • Atwood & Palmer sold 1,476 InvenTrust Properties shares in Q1 2025, an estimated $44.5K.
  • Atwood & Palmer first reported a position in InvenTrust Properties in Q4 2021 and held it in 13 quarters.
  • Atwood & Palmer's InvenTrust Properties position peaked at $45K in Q1 2022.
  • 301 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2025.

Based on Atwood & Palmer's 13F filing for Q1 2025, filed 15 Apr 2025.