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Cherry Tree Wealth Management’s InvenTrust Properties IVT Stock Holding History

Cherry Tree Wealth Management’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 		$23K Hold
754
– – ﹤0.01% 339
2025
Q4 		$21.3K Hold
754
– – ﹤0.01% 349
2025
Q3 		$21.6K Hold
754
– – ﹤0.01% 334
2025
Q2 		$20.7K Hold
754
– – ﹤0.01% 341
2025
Q1 		$22.1K Hold
754
– – 0.01% 341
2024
Q4 		$22.7K Hold
754
– – 0.01% 320
2024
Q3 		$21.4K Hold
754
– – 0.01% 337
2024
Q2 		$18.7K Hold
754
– – ﹤0.01% 336
2024
Q1 		$19.4K Hold
754
– – ﹤0.01% 319
2023
Q4 		$19.1K Hold
754
– – 0.01% 307
2023
Q3 		$18K Hold
754
– – 0.01% 299
2023
Q2 		$17.4K Buy
+754
New +$17K 0.01% 298

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

Cherry Tree Wealth Management's IVT Position: Q1 2026 in Review

Cherry Tree Wealth Management held its InvenTrust Properties (IVT) position steady in Q1 2026 at 754 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Cherry Tree Wealth Management first reported a position in IVT in Q2 2023 and has held it in 12 quarters since. 322 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Cherry Tree Wealth Management held 754 shares of InvenTrust Properties worth $23K as of Q1 2026.
  • Cherry Tree Wealth Management left its InvenTrust Properties share count unchanged in Q1 2026.
  • InvenTrust Properties made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #339 holding.
  • Cherry Tree Wealth Management first reported a position in InvenTrust Properties in Q2 2023 and has held it in 12 quarters since.
  • 322 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.