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
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 $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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cambridge Investment Research Advisors's IVT Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its InvenTrust Properties (IVT) stake by 4.2% in Q1 2026, selling an estimated $78.3K and leaving 59,718 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Cambridge Investment Research Advisors first reported a position in IVT in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.97M in Q1 2022. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Cambridge Investment Research Advisors held 59,718 shares of InvenTrust Properties worth $1.82M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 2,599 InvenTrust Properties shares in Q1 2026, an estimated $78.3K.
  • InvenTrust Properties made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1665 holding.
  • Cambridge Investment Research Advisors first reported a position in InvenTrust Properties in Q4 2021 and has held it in 18 quarters since.
  • Cambridge Investment Research Advisors's InvenTrust Properties position peaked at $4.97M in Q1 2022.
  • 321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.