Capstone Financial Advisors’s InvenTrust Properties IVT Stock Holding History

Capstone Financial 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	$215K	Buy	+6,065	New	+$199K	0.01%	173

Other funds holding IVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capstone Financial Advisors's IVT Position: Q2 2026 in Review

Capstone Financial Advisors opened a new position in InvenTrust Properties (IVT) in Q2 2026: 6,065 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #173 among its holdings.

342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Capstone Financial Advisors held 6,065 shares of InvenTrust Properties worth $215K as of Q2 2026.
InvenTrust Properties was a new Capstone Financial Advisors position in Q2 2026.
InvenTrust Properties made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #173 holding.
342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.