Bank of Montreal
IVT icon

Bank of Montreal’s InvenTrust Properties IVT Stock Holding History

Bank of Montreal’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 		$213K Buy
+6,024
New +$198K ﹤0.01% 2969
2024
Q4 		– Sell
-58,823
Closed -$1.67M – 3752
2024
Q3 		$1.67M Buy
+58,823
New +$1.63M ﹤0.01% 1786
2024
Q1 		– Sell
-14,555
Closed -$375K – 4112
2023
Q4 		$375K Buy
+14,555
New +$363K ﹤0.01% 2709

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of Montreal's IVT Position: Q2 2026 in Review

Bank of Montreal opened a new position in InvenTrust Properties (IVT) in Q2 2026: 6,024 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #2969 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in IVT as recently as Q3 2024.

Bank of Montreal first reported a position in IVT in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.67M in Q3 2024. 344 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Bank of Montreal held 6,024 shares of InvenTrust Properties worth $213K as of Q2 2026.
  • InvenTrust Properties was a new Bank of Montreal position in Q2 2026.
  • InvenTrust Properties made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2969 holding.
  • Bank of Montreal first reported a position in InvenTrust Properties in Q4 2023 and has held it in 3 quarters since.
  • Bank of Montreal's InvenTrust Properties position peaked at $1.67M in Q3 2024.
  • 344 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.