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Bleakley Financial Group’s InvenTrust Properties IVT Stock Holding History

Bleakley Financial Group’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
Q1 		– Sell
-22,246
Closed -$670K – 747
2024
Q4 		$670K Buy
+22,246
New +$669K 0.02% 530

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bleakley Financial Group's IVT Position: Q1 2025 in Review

Bleakley Financial Group sold out of InvenTrust Properties (IVT) in Q1 2025, closing a stake of 22,246 shares — an estimated $670K sold.

Bleakley Financial Group first reported a position in IVT in Q4 2024 and held it in 1 quarter. The position peaked at $670K in Q4 2024. 301 funds tracked by Wall St. Rank hold IVT as of Q1 2025.

  • Bleakley Financial Group reported no remaining InvenTrust Properties position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 22,246 InvenTrust Properties shares in Q1 2025, an estimated $670K.
  • Bleakley Financial Group first reported a position in InvenTrust Properties in Q4 2024 and held it in 1 quarter.
  • Bleakley Financial Group's InvenTrust Properties position peaked at $670K in Q4 2024.
  • 301 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.