Bear Mountain Capital’s InvenTrust Properties IVT Stock Holding History

Bear Mountain Capital’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	$30K	Hold	844	–	–	0.01%	73
2026 Q1	$27.6K	Buy	844 +7	+0.8%	+$211	0.01%	79
2025 Q4	$24K	Buy	837 +7	+0.8%	+$197	0.01%	84
2025 Q3	$23.7K	Buy	830 +7	+0.9%	+$198	0.01%	84
2025 Q2	$22.2K	Buy	823 +7	+0.9%	+$195	0.01%	84
2025 Q1	$22.8K	Buy	816 +7	+0.9%	+$206	0.01%	83
2024 Q4	$23.7K	Hold	809	–	–	0.01%	75
2024 Q3	$23.8K	Hold	809	–	–	0.01%	74
2024 Q2	$20.8K	Hold	809	–	–	0.01%	84
2024 Q1	$19.4K	Hold	809	–	–	0.01%	91
2023 Q4	$20.3K	Buy	+809	New	+$20.2K	0.01%	94

Other funds holding IVT

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bear Mountain Capital's IVT Position: Q2 2026 in Review

Bear Mountain Capital held its InvenTrust Properties (IVT) position steady in Q2 2026 at 844 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #73.

Bear Mountain Capital first reported a position in IVT in Q4 2023 and has held it in 11 quarters since. 83 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Bear Mountain Capital held 844 shares of InvenTrust Properties worth $30K as of Q2 2026.
Bear Mountain Capital left its InvenTrust Properties share count unchanged in Q2 2026.
InvenTrust Properties made up 0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #73 holding.
Bear Mountain Capital first reported a position in InvenTrust Properties in Q4 2023 and has held it in 11 quarters since.
83 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.