Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s InvenTrust Properties IVT Stock Holding History

Cambridge Investment Research Advisors’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 		$2.14M Buy
60,460
+742
+1% +$24.4K ﹤0.01% 1638
2026
Q1 		$1.82M Sell
59,718
-2,599
-4% -$78.3K ﹤0.01% 1665
2025
Q4 		$1.76M Sell
62,317
-2,960
-5% -$83.3K ﹤0.01% 1643
2025
Q3 		$1.87M Sell
65,277
-5,374
-8% -$152K 0.01% 1557
2025
Q2 		$1.94M Sell
70,651
-5,817
-8% -$162K 0.01% 1458
2025
Q1 		$2.25M Sell
76,468
-4,947
-6% -$146K 0.01% 1269
2024
Q4 		$2.45M Sell
81,415
-7,949
-9% -$239K 0.01% 1216
2024
Q3 		$2.54M Sell
89,364
-9,310
-9% -$258K 0.01% 1175
2024
Q2 		$2.44M Sell
98,674
-4,723
-5% -$117K 0.01% 1158
2024
Q1 		$2.56M Sell
103,397
-6,141
-6% -$155K 0.01% 1119
2023
Q4 		$2.71M Sell
109,538
-17,647
-14% -$440K 0.01% 1017
2023
Q3 		$3.15M Sell
127,185
-6,051
-5% -$146K 0.01% 896
2023
Q2 		$3.08M Sell
133,236
-4,124
-3% -$93K 0.01% 910
2023
Q1 		$3.21M Sell
137,360
-1,178
-0.9% -$27.8K 0.02% 858
2022
Q4 		$3.23M Sell
138,538
-11,357
-8% -$271K 0.02% 820
2022
Q3 		$3.2M Sell
149,895
-11,382
-7% -$302K 0.02% 789
2022
Q2 		$4.16M Sell
161,277
-222
-0.1% -$6.5K 0.02% 668
2022
Q1 		$4.97M Sell
161,499
-17,250
-10% -$469K 0.02% 636
2021
Q4 		$4.87M Buy
+178,749
New +$4.51M 0.02% 654

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 $3.38T AUM 44.17% 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

Cambridge Investment Research Advisors's IVT Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its InvenTrust Properties (IVT) stake by 1.2% in Q2 2026, buying an estimated $24.4K and bringing the position to 60,460 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Cambridge Investment Research Advisors first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.97M in Q1 2022. 344 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Cambridge Investment Research Advisors held 60,460 shares of InvenTrust Properties worth $2.14M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 742 InvenTrust Properties shares in Q2 2026, an estimated $24.4K.
  • InvenTrust Properties made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1638 holding.
  • Cambridge Investment Research Advisors first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
  • Cambridge Investment Research Advisors's InvenTrust Properties position peaked at $4.97M in Q1 2022.
  • 344 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.