Brookstone Capital Management’s InvenTrust Properties IVT Stock Holding History

Brookstone Capital 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 Q2	$272K	Buy	7,695 +5	+0.1%	+$164	﹤0.01%	1141
2026 Q1	$234K	Buy	7,690 +5	+0.1%	+$151	﹤0.01%	1114
2025 Q4	$217K	Buy	7,685 +5	+0.1%	+$141	﹤0.01%	1096
2025 Q3	$220K	Buy	7,680 +5	+0.1%	+$142	﹤0.01%	1075
2025 Q2	$210K	Sell	7,675 -174	-2%	-$4.84K	﹤0.01%	1013
2025 Q1	$231K	Sell	7,849 -475	-6%	-$14K	﹤0.01%	949
2024 Q4	$251K	Sell	8,324 -118	-1%	-$3.55K	﹤0.01%	879
2024 Q3	$239K	Sell	8,442 -315	-4%	-$8.74K	﹤0.01%	906
2024 Q2	$234K	Buy	8,757 +216	+3%	+$5.34K	﹤0.01%	869
2024 Q1	$220K	Sell	8,541 -1,535	-15%	-$38.7K	﹤0.01%	856
2023 Q4	$255K	Sell	10,076 -892	-8%	-$22.2K	0.01%	758
2023 Q3	$273K	Sell	10,968 -1,093	-9%	-$26.3K	0.01%	706
2023 Q2	$282K	Sell	12,061 -152	-1%	-$3.43K	0.01%	705
2023 Q1	$279K	Sell	12,213 -168	-1%	-$3.96K	0.01%	708
2022 Q4	$299K	Buy	12,381 +249	+2%	+$5.94K	0.01%	692
2022 Q3	$269K	Sell	12,132 -422	-3%	-$11.2K	0.01%	689
2022 Q2	$330K	Buy	+12,554	New	+$367K	0.01%	626

Other funds holding IVT

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

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

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Brookstone Capital Management's IVT Position: Q2 2026 in Review

Brookstone Capital Management increased its InvenTrust Properties (IVT) stake by 0.07% in Q2 2026, buying an estimated $164 and bringing the position to 7,695 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Brookstone Capital Management first reported a position in IVT in Q2 2022 and has held it in 17 quarters since. The position peaked at $330K in Q2 2022. 36 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Brookstone Capital Management held 7,695 shares of InvenTrust Properties worth $272K as of Q2 2026.
Brookstone Capital Management bought 5 InvenTrust Properties shares in Q2 2026, an estimated $164.
InvenTrust Properties made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1141 holding.
Brookstone Capital Management first reported a position in InvenTrust Properties in Q2 2022 and has held it in 17 quarters since.
Brookstone Capital Management's InvenTrust Properties position peaked at $330K in Q2 2022.
36 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.