Corient Private Wealth
IVT icon

Corient Private Wealth’s InvenTrust Properties IVT Stock Holding History

Corient Private Wealth’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
Q1 		$2.02M Buy
66,434
+51,624
+349% +$1.56M ﹤0.01% 1262
2025
Q4 		$418K Buy
+14,810
New +$417K ﹤0.01% 2415
2024
Q4 		– Sell
-8,956
Closed -$254K – 2437
2024
Q3 		$254K Buy
+8,956
New +$248K ﹤0.01% 2099

Other funds holding IVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Corient Private Wealth's IVT Position: Q1 2026 in Review

Corient Private Wealth increased its InvenTrust Properties (IVT) stake by 349% in Q1 2026, buying an estimated $1.56M and bringing the position to 66,434 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Corient Private Wealth first reported a position in IVT in Q3 2024 and has held it in 3 quarters since. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Corient Private Wealth held 66,434 shares of InvenTrust Properties worth $2.02M as of Q1 2026.
  • Corient Private Wealth bought 51,624 InvenTrust Properties shares in Q1 2026, an estimated $1.56M.
  • InvenTrust Properties made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1262 holding.
  • Corient Private Wealth first reported a position in InvenTrust Properties in Q3 2024 and has held it in 3 quarters since.
  • 321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.