BTI
IVT icon

Blue Trust Inc’s InvenTrust Properties IVT Stock Holding History

Blue Trust Inc’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 		$8K Hold
226
– – ﹤0.01% 1921
2026
Q1 		$6.88K Sell
226
-230
-50% -$6.93K ﹤0.01% 1920
2025
Q4 		$12.9K Hold
456
– – ﹤0.01% 1800
2025
Q3 		$13.1K Hold
456
– – ﹤0.01% 1793
2025
Q2 		$12.5K Hold
456
– – ﹤0.01% 1821
2025
Q1 		$13.4K Hold
456
– – ﹤0.01% 1782
2024
Q4 		$13.7K Sell
456
-166
-27% -$5K ﹤0.01% 1726
2024
Q3 		$15.4K Hold
622
– – ﹤0.01% 2045
2024
Q2 		$16K Sell
622
-251
-29% -$6.21K ﹤0.01% 1764
2024
Q1 		$22.4K Hold
873
– – ﹤0.01% 1185
2023
Q4 		$21K Sell
873
-605
-41% -$15.1K ﹤0.01% 1262
2023
Q3 		$34K Buy
1,478
+204
+16% +$4.91K ﹤0.01% 987
2023
Q2 		$30K Sell
1,274
-329
-21% -$7.42K ﹤0.01% 891
2023
Q1 		$38K Sell
1,603
-562
-26% -$13.3K ﹤0.01% 1130
2022
Q4 		$46K Sell
2,165
-1,202
-36% -$28.7K ﹤0.01% 955
2022
Q3 		$86K Sell
3,367
-3,732
-53% -$99.1K ﹤0.01% 580
2022
Q2 		$219K Buy
+7,099
New +$208K ﹤0.01% 308

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Blue Trust Inc's IVT Position: Q2 2026 in Review

Blue Trust Inc held its InvenTrust Properties (IVT) position steady in Q2 2026 at 226 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Blue Trust Inc first reported a position in IVT in Q2 2022 and has held it in 17 quarters since. The position peaked at $219K in Q2 2022. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Blue Trust Inc held 226 shares of InvenTrust Properties worth $8K as of Q2 2026.
  • Blue Trust Inc left its InvenTrust Properties share count unchanged in Q2 2026.
  • InvenTrust Properties made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1921 holding.
  • Blue Trust Inc first reported a position in InvenTrust Properties in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's InvenTrust Properties position peaked at $219K in Q2 2022.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.