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Beacon Pointe Advisors’s InvenTrust Properties IVT Stock Holding History

Beacon Pointe Advisors’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 		$400K Buy
13,145
+3,039
+30% +$91.6K ﹤0.01% 1389
2025
Q4 		$285K Sell
10,106
-3,104
-23% -$87.4K ﹤0.01% 1287
2025
Q3 		$378K Sell
13,210
-5,769
-30% -$163K ﹤0.01% 1104
2025
Q2 		$520K Buy
18,979
+4,954
+35% +$138K 0.01% 870
2025
Q1 		$412K Buy
14,025
+21
+0.1% +$619 ﹤0.01% 910
2024
Q4 		$422K Sell
14,004
-11,255
-45% -$339K ﹤0.01% 883
2024
Q3 		$717K Sell
25,259
-19,822
-44% -$550K 0.01% 735
2024
Q2 		$1.12M Sell
45,081
-1,851
-4% -$45.8K 0.01% 608
2024
Q1 		$1.21M Sell
46,932
-1,438
-3% -$36.2K 0.01% 638
2023
Q4 		$1.23M Sell
48,370
-3,227
-6% -$80.4K 0.01% 606
2023
Q3 		$1.23M Buy
51,597
+2,925
+6% +$70.3K 0.02% 568
2023
Q2 		$1.13M Buy
48,672
+982
+2% +$22.2K 0.02% 503
2023
Q1 		$1.12M Sell
47,690
-3,718
-7% -$87.8K 0.02% 518
2022
Q4 		$1.22M Sell
51,408
-3,010
-6% -$71.8K 0.02% 465
2022
Q3 		$1.16M Buy
54,418
+373
+0.7% +$9.9K 0.03% 433
2022
Q2 		$1.39M Buy
54,045
+5,120
+10% +$150K 0.03% 398
2022
Q1 		$1.51M Buy
48,925
+19,745
+68% +$537K 0.02% 517
2021
Q4 		$795K Buy
+29,180
New +$737K 0.02% 432

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

Beacon Pointe Advisors's IVT Position: Q1 2026 in Review

Beacon Pointe Advisors increased its InvenTrust Properties (IVT) stake by 30% in Q1 2026, buying an estimated $91.6K and bringing the position to 13,145 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Beacon Pointe Advisors first reported a position in IVT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.51M in Q1 2022. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Beacon Pointe Advisors held 13,145 shares of InvenTrust Properties worth $400K as of Q1 2026.
  • Beacon Pointe Advisors bought 3,039 InvenTrust Properties shares in Q1 2026, an estimated $91.6K.
  • InvenTrust Properties made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1389 holding.
  • Beacon Pointe Advisors first reported a position in InvenTrust Properties in Q4 2021 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's InvenTrust Properties position peaked at $1.51M in Q1 2022.
  • 321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.