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Beaird Harris Wealth Management’s InvenTrust Properties IVT Stock Holding History

Beaird Harris Wealth Management’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 		– Sell
-2,300
Closed – – 709
2025
Q4 		$0 Buy
+2,300
New +$64.8K ﹤0.01% 738

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beaird Harris Wealth Management's IVT Position: Q1 2026 in Review

Beaird Harris Wealth Management sold out of InvenTrust Properties (IVT) in Q1 2026, closing a stake of 2,300 shares.

Beaird Harris Wealth Management first reported a position in IVT in Q4 2025 and held it in 1 quarter. The position peaked at $0 in Q4 2025. 322 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Beaird Harris Wealth Management reported no remaining InvenTrust Properties position as of Q1 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 2,300 InvenTrust Properties shares in Q1 2026.
  • Beaird Harris Wealth Management first reported a position in InvenTrust Properties in Q4 2025 and held it in 1 quarter.
  • Beaird Harris Wealth Management's InvenTrust Properties position peaked at $0 in Q4 2025.
  • 322 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.