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Bulwark Capital’s InvenTrust Properties IVT Stock Holding History

Bulwark 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
Q3 		$63K Hold
2,088
– – 0.03% 74
2026
Q2 		$73.9K Hold
2,088
– – 0.04% 68
2026
Q1 		$63.6K Hold
2,088
– – 0.04% 68
2025
Q4 		$58.9K Hold
2,088
– – 0.04% 64
2025
Q3 		$59.8K Hold
2,088
– – 0.05% 66
2025
Q2 		$57.2K Buy
+2,088
New +$58K 0.05% 61

Other funds holding IVT

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Bulwark Capital's IVT Position: Q3 2026 in Review

Bulwark Capital held its InvenTrust Properties (IVT) position steady in Q3 2026 at 2,088 shares worth $63K. The position accounts for 0.03% of the portfolio, ranked #74.

Bulwark Capital first reported a position in IVT in Q2 2025 and has held it in 6 quarters since. The position peaked at $73.9K in Q2 2026. 237 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

  • Bulwark Capital held 2,088 shares of InvenTrust Properties worth $63K as of Q3 2026.
  • Bulwark Capital left its InvenTrust Properties share count unchanged in Q3 2026.
  • InvenTrust Properties made up 0.03% of Bulwark Capital's portfolio in Q3 2026, its #74 holding.
  • Bulwark Capital first reported a position in InvenTrust Properties in Q2 2025 and has held it in 6 quarters since.
  • Bulwark Capital's InvenTrust Properties position peaked at $73.9K in Q2 2026.
  • 237 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.