Cerity Partners
IVT icon

Cerity Partners’s InvenTrust Properties IVT Stock Holding History

Cerity Partners’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 		$366K Sell
10,352
-100
-1% -$3.29K ﹤0.01% 2646
2026
Q1 		$318K Sell
10,452
-1,893
-15% -$57K ﹤0.01% 2571
2025
Q4 		$348K Sell
12,345
-506
-4% -$14.2K ﹤0.01% 2311
2025
Q3 		$368K Sell
12,851
-573
-4% -$16.2K ﹤0.01% 2153
2025
Q2 		$368K Sell
13,424
-1,420
-10% -$39.5K ﹤0.01% 2038
2025
Q1 		$436K Buy
14,844
+545
+4% +$16.1K ﹤0.01% 1847
2024
Q4 		$430K Sell
14,299
-218
-2% -$6.56K ﹤0.01% 1845
2024
Q3 		$412K Buy
+14,517
New +$403K ﹤0.01% 1883
2024
Q2 		– Sell
-8,270
Closed -$213K – 2310
2024
Q1 		$213K Sell
8,270
-4,616
-36% -$116K ﹤0.01% 2081
2023
Q4 		$327K Buy
+12,886
New +$321K ﹤0.01% 1466

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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 $3.37T AUM 44.26% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cerity Partners's IVT Position: Q2 2026 in Review

Cerity Partners reduced its InvenTrust Properties (IVT) stake by 0.96% in Q2 2026, selling an estimated $3.29K and leaving 10,352 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

Cerity Partners first reported a position in IVT in Q4 2023 and has held it in 10 quarters since. The position peaked at $436K in Q1 2025. 317 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Cerity Partners held 10,352 shares of InvenTrust Properties worth $366K as of Q2 2026.
  • Cerity Partners sold 100 InvenTrust Properties shares in Q2 2026, an estimated $3.29K.
  • InvenTrust Properties made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2646 holding.
  • Cerity Partners first reported a position in InvenTrust Properties in Q4 2023 and has held it in 10 quarters since.
  • Cerity Partners's InvenTrust Properties position peaked at $436K in Q1 2025.
  • 317 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.