AWM
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Avior Wealth Management’s InvenTrust Properties IVT Stock Holding History

Avior Wealth Management’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
-2,826
Closed -$85.2K – 1542
2024
Q4 		$85.2K Hold
2,826
– – ﹤0.01% 951
2024
Q3 		$80.2K Hold
2,826
– – ﹤0.01% 947
2024
Q2 		$70K Sell
2,826
-1,338
-32% -$33.1K ﹤0.01% 981
2024
Q1 		$107K Buy
4,164
+1,879
+82% +$47.3K 0.01% 937
2023
Q4 		$57.9K Hold
2,285
– – ﹤0.01% 700
2023
Q3 		$54.4K Hold
2,285
– – ﹤0.01% 746
2023
Q2 		$52.9K Sell
2,285
-325
-12% -$7.33K ﹤0.01% 748
2023
Q1 		$61.1K Buy
2,610
+325
+14% +$7.67K ﹤0.01% 729
2022
Q4 		$54.1K Sell
2,285
-714
-24% -$17K ﹤0.01% 613
2022
Q3 		$63K Buy
2,999
+683
+29% +$18.1K 0.01% 576
2022
Q2 		$59K Buy
2,316
+50
+2% +$1.46K 0.01% 543
2022
Q1 		$69K Buy
2,266
+9
+0.4% +$245 0.01% 549
2021
Q4 		$61K Buy
+2,257
New +$57K 0.01% 560

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

Avior Wealth Management's IVT Position: Q1 2025 in Review

Avior Wealth Management sold out of InvenTrust Properties (IVT) in Q1 2025, closing a stake of 2,826 shares — an estimated $85.2K sold.

Avior Wealth Management first reported a position in IVT in Q4 2021 and held it in 13 quarters. The position peaked at $107K in Q1 2024. 301 funds tracked by Wall St. Rank hold IVT as of Q1 2025.

  • Avior Wealth Management reported no remaining InvenTrust Properties position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,826 InvenTrust Properties shares in Q1 2025, an estimated $85.2K.
  • Avior Wealth Management first reported a position in InvenTrust Properties in Q4 2021 and held it in 13 quarters.
  • Avior Wealth Management's InvenTrust Properties position peaked at $107K in Q1 2024.
  • 301 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.