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CLA (CliftonLarsonAllen) Wealth Advisors’s InvenTrust Properties IVT Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
Q3 		– Sell
-12,000
Closed -$329K – 206
2025
Q2 		$329K Buy
+12,000
New +$334K 0.01% 191

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IVT Position: Q3 2025 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of InvenTrust Properties (IVT) in Q3 2025, closing a stake of 12,000 shares — an estimated $329K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IVT in Q2 2025 and held it in 1 quarter. The position peaked at $329K in Q2 2025. 302 funds tracked by Wall St. Rank hold IVT as of Q3 2025.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining InvenTrust Properties position as of Q3 2025 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 12,000 InvenTrust Properties shares in Q3 2025, an estimated $329K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in InvenTrust Properties in Q2 2025 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's InvenTrust Properties position peaked at $329K in Q2 2025.
  • 302 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2025.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.