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Beacon Financial Advisory’s InvenTrust Properties IVT Stock Holding History

Beacon Financial Advisory’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
Q4 		– Sell
-8,794
Closed -$252K – 386
2025
Q3 		$252K Sell
8,794
-553
-6% -$15.7K 0.06% 324
2025
Q2 		$256K Buy
+9,347
New +$260K 0.07% 298

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Beacon Financial Advisory's IVT Position: Q4 2025 in Review

Beacon Financial Advisory sold out of InvenTrust Properties (IVT) in Q4 2025, closing a stake of 8,794 shares — an estimated $252K sold.

Beacon Financial Advisory first reported a position in IVT in Q2 2025 and held it in 2 quarters. The position peaked at $256K in Q2 2025. 300 funds tracked by Wall St. Rank hold IVT as of Q4 2025.

  • Beacon Financial Advisory reported no remaining InvenTrust Properties position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 8,794 InvenTrust Properties shares in Q4 2025, an estimated $252K.
  • Beacon Financial Advisory first reported a position in InvenTrust Properties in Q2 2025 and held it in 2 quarters.
  • Beacon Financial Advisory's InvenTrust Properties position peaked at $256K in Q2 2025.
  • 300 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.