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Contravisory Investment Management’s InvenTrust Properties IVT Stock Holding History

Contravisory Investment Management’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 		$291K Buy
9,660
+1,440
+18% +$48.2K 0.05% 193
2026
Q2 		$291K Buy
+8,220
New +$270K 0.05% 193
2025
Q3 		– Sell
-8,096
Closed -$222K – 400
2025
Q2 		$222K Buy
+8,096
New +$225K 0.04% 241

Other funds holding IVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Contravisory Investment Management's IVT Position: Q3 2026 in Review

Contravisory Investment Management increased its InvenTrust Properties (IVT) stake by 18% in Q3 2026, buying an estimated $48.2K and bringing the position to 9,660 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #193.

Contravisory Investment Management first reported a position in IVT in Q2 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

  • Contravisory Investment Management held 9,660 shares of InvenTrust Properties worth $291K as of Q3 2026.
  • Contravisory Investment Management bought 1,440 InvenTrust Properties shares in Q3 2026, an estimated $48.2K.
  • InvenTrust Properties made up 0.05% of Contravisory Investment Management's portfolio in Q3 2026, its #193 holding.
  • Contravisory Investment Management first reported a position in InvenTrust Properties in Q2 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on Contravisory Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.