CWM
IVT icon

CIBC World Markets’s InvenTrust Properties IVT Stock Holding History

CIBC World Markets’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
Q2 		$264K Sell
9,620
-7,580
-44% -$211K ﹤0.01% 1155
2025
Q1 		$505K Buy
17,200
+9,946
+137% +$293K ﹤0.01% 1008
2024
Q4 		$219K Buy
+7,254
New +$218K ﹤0.01% 1087

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIBC World Markets's IVT Position: Q2 2025 in Review

CIBC World Markets reduced its InvenTrust Properties (IVT) stake by 44% in Q2 2025, selling an estimated $211K and leaving 9,620 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

CIBC World Markets first reported a position in IVT in Q4 2024 and has held it in 3 quarters since. The position peaked at $505K in Q1 2025. 304 funds tracked by Wall St. Rank hold IVT as of Q2 2025.

  • CIBC World Markets held 9,620 shares of InvenTrust Properties worth $264K as of Q2 2025.
  • CIBC World Markets sold 7,580 InvenTrust Properties shares in Q2 2025, an estimated $211K.
  • InvenTrust Properties made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1155 holding.
  • CIBC World Markets first reported a position in InvenTrust Properties in Q4 2024 and has held it in 3 quarters since.
  • CIBC World Markets's InvenTrust Properties position peaked at $505K in Q1 2025.
  • 304 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.