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Cambria Investment Management’s InvenTrust Properties IVT Stock Holding History

Cambria Investment 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
2025
Q1 		– Sell
-19,041
Closed -$574K – 414
2024
Q4 		$574K Buy
19,041
+3,610
+23% +$109K 0.03% 199
2024
Q3 		$438K Buy
15,431
+2,208
+17% +$61.3K 0.03% 222
2024
Q2 		$327K Buy
13,223
+1,258
+11% +$31.1K 0.02% 298
2024
Q1 		$308K Sell
11,965
-898
-7% -$22.6K 0.02% 250
2023
Q4 		$326K Hold
12,863
– – 0.02% 236
2023
Q3 		$306K Hold
12,863
– – 0.02% 227
2023
Q2 		$298K Sell
12,863
-1,354
-10% -$30.5K 0.02% 240
2023
Q1 		$333K Buy
14,217
+2,031
+17% +$47.9K 0.03% 235
2022
Q4 		$288K Buy
+12,186
New +$291K 0.02% 231

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

Cambria Investment Management's IVT Position: Q1 2025 in Review

Cambria Investment Management sold out of InvenTrust Properties (IVT) in Q1 2025, closing a stake of 19,041 shares — an estimated $574K sold.

Cambria Investment Management first reported a position in IVT in Q4 2022 and held it in 9 quarters. The position peaked at $574K in Q4 2024. 301 funds tracked by Wall St. Rank hold IVT as of Q1 2025.

  • Cambria Investment Management reported no remaining InvenTrust Properties position as of Q1 2025 after selling out during the quarter.
  • Cambria Investment Management sold 19,041 InvenTrust Properties shares in Q1 2025, an estimated $574K.
  • Cambria Investment Management first reported a position in InvenTrust Properties in Q4 2022 and held it in 9 quarters.
  • Cambria Investment Management's InvenTrust Properties position peaked at $574K in Q4 2024.
  • 301 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2025.

Based on Cambria Investment Management's 13F filing for Q1 2025, filed 15 May 2025.