Bank of America
IVT icon

Bank of America’s InvenTrust Properties IVT Stock Holding History

Bank of America’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
Q1 		$7.46M Buy
244,896
+53,425
+28% +$1.61M ﹤0.01% 3175
2025
Q4 		$5.4M Sell
191,471
-43,332
-18% -$1.22M ﹤0.01% 3329
2025
Q3 		$6.72M Buy
234,803
+105,455
+82% +$2.99M ﹤0.01% 3722
2025
Q2 		$3.54M Buy
129,348
+43,242
+50% +$1.2M ﹤0.01% 4236
2025
Q1 		$2.53M Sell
86,106
-25,675
-23% -$757K ﹤0.01% 4470
2024
Q4 		$3.37M Buy
111,781
+18,505
+20% +$557K ﹤0.01% 3975
2024
Q3 		$2.65M Buy
93,276
+35,982
+63% +$998K ﹤0.01% 4335
2024
Q2 		$1.42M Buy
57,294
+6,851
+14% +$169K ﹤0.01% 4677
2024
Q1 		$1.3M Sell
50,443
-55,775
-53% -$1.4M ﹤0.01% 4764
2023
Q4 		$2.69M Buy
106,218
+42,096
+66% +$1.05M ﹤0.01% 4105
2023
Q3 		$1.53M Buy
64,122
+16,741
+35% +$403K ﹤0.01% 4498
2023
Q2 		$1.1M Sell
47,381
-32,051
-40% -$723K ﹤0.01% 4712
2023
Q1 		$1.86M Buy
79,432
+31,134
+64% +$735K ﹤0.01% 4411
2022
Q4 		$1.14M Buy
48,298
+6,439
+15% +$154K ﹤0.01% 4740
2022
Q3 		$892K Sell
41,859
-7,087
-14% -$188K ﹤0.01% 4971
2022
Q2 		$1.26M Buy
48,946
+10,173
+26% +$298K ﹤0.01% 4700
2022
Q1 		$1.19M Buy
38,773
+36,190
+1,401% +$984K ﹤0.01% 5068
2021
Q4 		$70K Buy
+2,583
New +$65.2K ﹤0.01% 7061

Other funds holding IVT

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America's IVT Position: Q1 2026 in Review

Bank of America increased its InvenTrust Properties (IVT) stake by 28% in Q1 2026, buying an estimated $1.61M and bringing the position to 244,896 shares worth $7.46M. The position accounts for ﹤0.01% of the portfolio, ranked #3175.

Bank of America first reported a position in IVT in Q4 2021 and has held it in 18 quarters since. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Bank of America held 244,896 shares of InvenTrust Properties worth $7.46M as of Q1 2026.
  • Bank of America bought 53,425 InvenTrust Properties shares in Q1 2026, an estimated $1.61M.
  • InvenTrust Properties made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3175 holding.
  • Bank of America first reported a position in InvenTrust Properties in Q4 2021 and has held it in 18 quarters since.
  • 321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.