Clearstead Advisors’s InvenTrust Properties IVT Stock Holding History

Clearstead 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
2026 Q2	$11.6K	Buy	327 +40	+14%	+$1.31K	﹤0.01%	1937
2026 Q1	$8.74K	Hold	287	–	–	﹤0.01%	1622
2025 Q4	$8.1K	Hold	287	–	–	﹤0.01%	1925
2025 Q3	$8.21K	Hold	287	–	–	﹤0.01%	1982
2025 Q2	$7.86K	Hold	287	–	–	﹤0.01%	1968
2025 Q1	$8.43K	Hold	287	–	–	﹤0.01%	1652
2024 Q4	$8.65K	Hold	287	–	–	﹤0.01%	1609
2024 Q3	$8.14K	Hold	287	–	–	﹤0.01%	1623
2024 Q2	$7.11K	Hold	287	–	–	﹤0.01%	1616
2024 Q1	$7.13K	Hold	287	–	–	﹤0.01%	1121
2023 Q4	$7.27K	Hold	287	–	–	﹤0.01%	1110
2023 Q3	$6.83K	Hold	287	–	–	﹤0.01%	1045
2023 Q2	$6.64K	Hold	287	–	–	﹤0.01%	1019
2023 Q1	$6.72K	Hold	287	–	–	﹤0.01%	994
2022 Q4	$6.79K	Buy	+287	New	+$6.85K	﹤0.01%	952

Other funds holding IVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Clearstead Advisors's IVT Position: Q2 2026 in Review

Clearstead Advisors increased its InvenTrust Properties (IVT) stake by 14% in Q2 2026, buying an estimated $1.31K and bringing the position to 327 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Clearstead Advisors first reported a position in IVT in Q4 2022 and has held it in 15 quarters since. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Clearstead Advisors held 327 shares of InvenTrust Properties worth $11.6K as of Q2 2026.
Clearstead Advisors bought 40 InvenTrust Properties shares in Q2 2026, an estimated $1.31K.
InvenTrust Properties made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1937 holding.
Clearstead Advisors first reported a position in InvenTrust Properties in Q4 2022 and has held it in 15 quarters since.
342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.