CIBC Private Wealth Group
IVT icon

CIBC Private Wealth Group’s InvenTrust Properties IVT Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$20.9K Buy
739
+3
+0.4% +$84 ﹤0.01% 2149
2025
Q3 		$21.1K Sell
736
-2,744
-79% -$77.8K ﹤0.01% 2135
2025
Q2 		$95.3K Buy
3,480
+5
+0.1% +$139 ﹤0.01% 1407
2025
Q1 		$90.2K Sell
3,475
-224
-6% -$6.6K ﹤0.01% 1403
2024
Q4 		$109K Buy
3,699
+5
+0.1% +$150 ﹤0.01% 1391
2024
Q3 		$105K Buy
3,694
+302
+9% +$8.38K ﹤0.01% 1453
2024
Q2 		$83.5K Buy
3,392
+808
+31% +$20K ﹤0.01% 1466
2024
Q1 		$64.4K Buy
+2,584
New +$65.1K ﹤0.01% 1566

Other funds holding IVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

CIBC Private Wealth Group's IVT Position: Q4 2025 in Review

CIBC Private Wealth Group increased its InvenTrust Properties (IVT) stake by 0.41% in Q4 2025, buying an estimated $84 and bringing the position to 739 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2149.

CIBC Private Wealth Group first reported a position in IVT in Q1 2024 and has held it in 8 quarters since. The position peaked at $109K in Q4 2024. 300 funds tracked by Wall St. Rank hold IVT as of Q4 2025.

  • CIBC Private Wealth Group held 739 shares of InvenTrust Properties worth $20.9K as of Q4 2025.
  • CIBC Private Wealth Group bought 3 InvenTrust Properties shares in Q4 2025, an estimated $84.
  • InvenTrust Properties made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2149 holding.
  • CIBC Private Wealth Group first reported a position in InvenTrust Properties in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's InvenTrust Properties position peaked at $109K in Q4 2024.
  • 300 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.