Bell Investment Advisors’s InvenTrust Properties IVT Stock Holding History

Bell Investment 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 Q2	$1.98K	Hold	56	–	–	﹤0.01%	1338
2026 Q1	$1.71K	Hold	56	–	–	﹤0.01%	1378
2025 Q4	$1.58K	Hold	56	–	–	﹤0.01%	1424
2025 Q3	$1.6K	Hold	56	–	–	﹤0.01%	1402
2025 Q2	$1.53K	Sell	56 -27	-33%	-$751	﹤0.01%	1449
2025 Q1	$2.44K	Buy	83 +27	+48%	+$796	﹤0.01%	1237
2024 Q4	$1.69K	Hold	56	–	–	﹤0.01%	1393
2024 Q3	$1.59K	Hold	56	–	–	﹤0.01%	1442
2024 Q2	$1.39K	Hold	56	–	–	﹤0.01%	1503
2024 Q1	$1.44K	Sell	56 -19	-25%	-$478	﹤0.01%	1479
2023 Q4	$1.9K	Buy	75 +19	+34%	+$474	﹤0.01%	1346
2023 Q3	$1.33K	Hold	56	–	–	﹤0.01%	1463
2023 Q2	$1.3K	Buy	56 +26	+87%	+$587	﹤0.01%	1501
2023 Q1	$702	Sell	30 -22	-42%	-$519	﹤0.01%	1671
2022 Q4	$1.23K	Buy	+52	New	+$1.24K	﹤0.01%	1495
2022 Q3	–	Sell	-259	Closed	-$7K	–	1831
2022 Q2	$7K	Buy	+259	New	+$7.58K	﹤0.01%	561

Other funds holding IVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bell Investment Advisors's IVT Position: Q2 2026 in Review

Bell Investment Advisors held its InvenTrust Properties (IVT) position steady in Q2 2026 at 56 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Bell Investment Advisors first reported a position in IVT in Q2 2022 and has held it in 16 quarters since. The position peaked at $7K in Q2 2022. 344 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Bell Investment Advisors held 56 shares of InvenTrust Properties worth $1.98K as of Q2 2026.
Bell Investment Advisors left its InvenTrust Properties share count unchanged in Q2 2026.
InvenTrust Properties made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1338 holding.
Bell Investment Advisors first reported a position in InvenTrust Properties in Q2 2022 and has held it in 16 quarters since.
Bell Investment Advisors's InvenTrust Properties position peaked at $7K in Q2 2022.
344 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.