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Concurrent Investment Advisors’s InvenTrust Properties IVT Stock Holding History

Concurrent Investment 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 		$213K Sell
6,006
-2,379
-28% -$78.1K ﹤0.01% 1911
2026
Q1 		$255K Sell
8,385
-1,042
-11% -$31.4K ﹤0.01% 1603
2025
Q4 		$266K Sell
9,427
-1,040
-10% -$29.3K ﹤0.01% 1479
2025
Q3 		$300K Buy
10,467
+22
+0.2% +$623 0.01% 1153
2025
Q2 		$286K Buy
10,445
+1,854
+22% +$51.5K 0.01% 1083
2025
Q1 		$252K Sell
8,591
-2,625
-23% -$77.4K 0.01% 1010
2024
Q4 		$338K Sell
11,216
-295
-3% -$8.88K 0.01% 786
2024
Q3 		$327K Buy
+11,511
New +$319K 0.01% 749

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Concurrent Investment Advisors's IVT Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its InvenTrust Properties (IVT) stake by 28% in Q2 2026, selling an estimated $78.1K and leaving 6,006 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1911.

Concurrent Investment Advisors first reported a position in IVT in Q3 2024 and has held it in 8 quarters since. The position peaked at $338K in Q4 2024. 344 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Concurrent Investment Advisors held 6,006 shares of InvenTrust Properties worth $213K as of Q2 2026.
  • Concurrent Investment Advisors sold 2,379 InvenTrust Properties shares in Q2 2026, an estimated $78.1K.
  • InvenTrust Properties made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1911 holding.
  • Concurrent Investment Advisors first reported a position in InvenTrust Properties in Q3 2024 and has held it in 8 quarters since.
  • Concurrent Investment Advisors's InvenTrust Properties position peaked at $338K in Q4 2024.
  • 344 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.