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 Q3	$2.22M	Sell	73,769 -10,379	-12%	-$348K	﹤0.01%	1956
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	$7.05M	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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Commonwealth Equity Services's IVT Position: Q3 2026 in Review

Commonwealth Equity Services reduced its InvenTrust Properties (IVT) stake by 12% in Q3 2026, selling an estimated $348K and leaving 73,769 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Commonwealth Equity Services first reported a position in IVT in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.8M in Q1 2022. 119 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

Commonwealth Equity Services held 73,769 shares of InvenTrust Properties worth $2.22M as of Q3 2026.
Commonwealth Equity Services sold 10,379 InvenTrust Properties shares in Q3 2026, an estimated $348K.
InvenTrust Properties made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #1956 holding.
Commonwealth Equity Services first reported a position in InvenTrust Properties in Q4 2021 and has held it in 20 quarters since.
Commonwealth Equity Services's InvenTrust Properties position peaked at $10.8M in Q1 2022.
119 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.