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
Q2 		$2.29M Sell
64,552
-1,882
-3% -$61.8K ﹤0.01% 1314
2026
Q1 		$2.02M Buy
66,434
+59,029
+797% +$1.78M ﹤0.01% 1262
2025
Q4 		$209K Buy
+7,405
New +$209K ﹤0.01% 2398
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 $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 $3.37T AUM 44.26% 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

Corient Private Wealth's IVT Position: Q2 2026 in Review

Corient Private Wealth reduced its InvenTrust Properties (IVT) stake by 2.8% in Q2 2026, selling an estimated $61.8K and leaving 64,552 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Corient Private Wealth first reported a position in IVT in Q3 2024 and has held it in 4 quarters since. 343 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Corient Private Wealth held 64,552 shares of InvenTrust Properties worth $2.29M as of Q2 2026.
  • Corient Private Wealth sold 1,882 InvenTrust Properties shares in Q2 2026, an estimated $61.8K.
  • InvenTrust Properties made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1314 holding.
  • Corient Private Wealth first reported a position in InvenTrust Properties in Q3 2024 and has held it in 4 quarters since.
  • 343 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.