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Cedar Mountain Advisors’s InvenTrust Properties IVT Stock Holding History

Cedar Mountain 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 		– Sell
-60
Closed -$1.68K – 1179
2025
Q4 		$1.68K Buy
60
+1
+2% +$28 ﹤0.01% 419
2025
Q3 		$1.69K Sell
59
-8
-12% -$227 ﹤0.01% 442
2025
Q2 		$1.82K Buy
67
+1
+2% +$28 ﹤0.01% 307
2025
Q1 		$1.94K Hold
66
– – ﹤0.01% 289
2024
Q4 		$1.99K Buy
+66
New +$1.99K ﹤0.01% 310

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cedar Mountain Advisors's IVT Position: Q1 2026 in Review

Cedar Mountain Advisors sold out of InvenTrust Properties (IVT) in Q1 2026, closing a stake of 60 shares — an estimated $1.68K sold.

Cedar Mountain Advisors first reported a position in IVT in Q4 2024 and held it in 5 quarters. The position peaked at $1.99K in Q4 2024. 322 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Cedar Mountain Advisors reported no remaining InvenTrust Properties position as of Q1 2026 after selling out during the quarter.
  • Cedar Mountain Advisors sold 60 InvenTrust Properties shares in Q1 2026, an estimated $1.68K.
  • Cedar Mountain Advisors first reported a position in InvenTrust Properties in Q4 2024 and held it in 5 quarters.
  • Cedar Mountain Advisors's InvenTrust Properties position peaked at $1.99K in Q4 2024.
  • 322 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Cedar Mountain Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.