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
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

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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

Bank of Montreal's IVT Position: Q4 2024 in Review

Bank of Montreal sold out of InvenTrust Properties (IVT) in Q4 2024, closing a stake of 58,823 shares — an estimated $1.67M sold.

Bank of Montreal first reported a position in IVT in Q4 2023 and held it in 2 quarters. The position peaked at $1.67M in Q3 2024. 307 funds tracked by Wall St. Rank hold IVT as of Q4 2024.

  • Bank of Montreal reported no remaining InvenTrust Properties position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 58,823 InvenTrust Properties shares in Q4 2024, an estimated $1.67M.
  • Bank of Montreal first reported a position in InvenTrust Properties in Q4 2023 and held it in 2 quarters.
  • Bank of Montreal's InvenTrust Properties position peaked at $1.67M in Q3 2024.
  • 307 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.