Commonwealth Equity Services’s InvenTrust Properties IVT Stock Holding History

Commonwealth Equity Services’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	$2.98M	Sell	84,148 -9,017	-10%	-$296K	﹤0.01%	1778
2026 Q1	$2.84M	Sell	93,165 -8,187	-8%	-$247K	﹤0.01%	1736
2025 Q4	$2.86M	Sell	101,352 -6,310	-6%	-$178K	﹤0.01%	1715
2025 Q3	$3.08M	Sell	107,662 -16,210	-13%	-$459K	﹤0.01%	1690
2025 Q2	$3.39M	Sell	123,872 -6,477	-5%	-$180K	﹤0.01%	1599
2025 Q1	$3.83M	Sell	130,349 -1,988	-2%	-$58.6K	0.01%	1451
2024 Q4	$3.99M	Sell	132,337 -32,871	-20%	-$989K	0.01%	1384
2024 Q3	$4.69M	Sell	165,208 -53,245	-24%	-$1.48M	0.01%	1260
2024 Q2	$5.41M	Sell	218,453 -12,847	-6%	-$318K	0.01%	1141
2024 Q1	$5.95M	Buy	231,300 +17,091	+8%	+$430K	0.01%	1064
2023 Q4	$5.43M	Sell	214,209 -27,760	-11%	-$692K	0.01%	1055
2023 Q3	$5.76M	Sell	241,969 -12,845	-5%	-$309K	0.01%	962
2023 Q2	$5.9M	Sell	254,814 -46,392	-15%	-$1.05M	0.01%	944
2023 Q1	$7.05K	Sell	301,206 -16,850	-5%	-$398K	0.01%	838
2022 Q4	$7.53M	Sell	318,056 -14,995	-5%	-$358K	0.02%	761
2022 Q3	$7.1M	Sell	333,051 -10,632	-3%	-$282K	0.02%	733
2022 Q2	$8.86M	Sell	343,683 -5,780	-2%	-$169K	0.02%	631
2022 Q1	$10.8M	Sell	349,463 -42,641	-11%	-$1.16M	0.02%	600
2021 Q4	$10.7M	Buy	+392,104	New	+$9.9M	0.02%	580

Other funds holding IVT

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services's IVT Position: Q2 2026 in Review

Commonwealth Equity Services reduced its InvenTrust Properties (IVT) stake by 9.7% in Q2 2026, selling an estimated $296K and leaving 84,148 shares worth $2.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Commonwealth Equity Services first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.8M in Q1 2022. 83 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Commonwealth Equity Services held 84,148 shares of InvenTrust Properties worth $2.98M as of Q2 2026.
Commonwealth Equity Services sold 9,017 InvenTrust Properties shares in Q2 2026, an estimated $296K.
InvenTrust Properties made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1778 holding.
Commonwealth Equity Services first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
Commonwealth Equity Services's InvenTrust Properties position peaked at $10.8M in Q1 2022.
83 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.