Cetera Investment Advisers
IVT icon

Cetera Investment Advisers’s InvenTrust Properties IVT Stock Holding History

Cetera Investment Advisers’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 		$2.48M Buy
69,970
+161
+0.2% +$5.29K ﹤0.01% 2212
2026
Q1 		$2.13M Buy
69,809
+6,251
+10% +$188K ﹤0.01% 2230
2025
Q4 		$1.79M Buy
63,558
+95
+0.1% +$2.67K ﹤0.01% 2311
2025
Q3 		$1.82M Buy
63,463
+14,230
+29% +$403K ﹤0.01% 2258
2025
Q2 		$1.35M Sell
49,233
-228
-0.5% -$6.34K ﹤0.01% 2128
2025
Q1 		$1.45M Sell
49,461
-1,948
-4% -$57.4K ﹤0.01% 1980
2024
Q4 		$1.55M Sell
51,409
-5,019
-9% -$151K ﹤0.01% 1836
2024
Q3 		$1.6M Buy
56,428
+2,464
+5% +$68.4K ﹤0.01% 1783
2024
Q2 		$1.34M Buy
53,964
+168
+0.3% +$4.16K ﹤0.01% 1858
2024
Q1 		$1.38M Buy
+53,796
New +$1.35M ﹤0.01% 1817
2023
Q1 		– Sell
-14,057
Closed -$333K – 2206
2022
Q4 		$333K Sell
14,057
-558
-4% -$13.3K ﹤0.01% 1595
2022
Q3 		$312K Sell
14,615
-4,594
-24% -$122K 0.01% 1242
2022
Q2 		$495K Sell
19,209
-4,914
-20% -$144K 0.01% 1106
2022
Q1 		$743K Buy
24,123
+1,578
+7% +$42.9K 0.01% 934
2021
Q4 		$615K Buy
+22,545
New +$569K 0.01% 1065

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 $3.37T 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
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

Cetera Investment Advisers's IVT Position: Q2 2026 in Review

Cetera Investment Advisers increased its InvenTrust Properties (IVT) stake by 0.23% in Q2 2026, buying an estimated $5.29K and bringing the position to 69,970 shares worth $2.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

Cetera Investment Advisers first reported a position in IVT in Q4 2021 and has held it in 15 quarters since. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Cetera Investment Advisers held 69,970 shares of InvenTrust Properties worth $2.48M as of Q2 2026.
  • Cetera Investment Advisers bought 161 InvenTrust Properties shares in Q2 2026, an estimated $5.29K.
  • InvenTrust Properties made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2212 holding.
  • Cetera Investment Advisers first reported a position in InvenTrust Properties in Q4 2021 and has held it in 15 quarters since.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.