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Covestor’s InvenTrust Properties IVT Stock Holding History

Covestor’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 		$1K Buy
41
+5
+14% +$164 ﹤0.01% 2206
2026
Q1 		$1K Sell
36
-36
-50% -$1.08K ﹤0.01% 2064
2025
Q4 		$2K Buy
72
+32
+80% +$901 ﹤0.01% 1926
2025
Q3 		$1K Buy
40
+4
+11% +$113 ﹤0.01% 2104
2025
Q2 		$1K Sell
36
-26
-42% -$723 ﹤0.01% 2024
2025
Q1 		$2K Buy
62
+22
+55% +$648 ﹤0.01% 1852
2024
Q4 		$1K Buy
40
+37
+1,233% +$1.11K ﹤0.01% 2063
2024
Q3 		$0 Hold
3
– – ﹤0.01% 2461
2024
Q2 		$0 Hold
3
– – ﹤0.01% 2480
2024
Q1 		$0 Hold
3
– – ﹤0.01% 2478
2023
Q4 		$0 Sell
3
-2
-40% -$50 ﹤0.01% 2403
2023
Q3 		$0 Sell
5
-4
-44% -$96 ﹤0.01% 2390
2023
Q2 		$0 Buy
9
+4
+80% +$90 ﹤0.01% 2382
2023
Q1 		$0 Hold
5
– – ﹤0.01% 2291
2022
Q4 		$0 Hold
5
– – ﹤0.01% 2317
2022
Q3 		$0 Buy
+5
New +$133 ﹤0.01% 2279

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

Covestor's IVT Position: Q2 2026 in Review

Covestor increased its InvenTrust Properties (IVT) stake by 14% in Q2 2026, buying an estimated $164 and bringing the position to 41 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

Covestor first reported a position in IVT in Q3 2022 and has held it in 16 quarters since. The position peaked at $2K in Q4 2025. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Covestor held 41 shares of InvenTrust Properties worth $1K as of Q2 2026.
  • Covestor bought 5 InvenTrust Properties shares in Q2 2026, an estimated $164.
  • InvenTrust Properties made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2206 holding.
  • Covestor first reported a position in InvenTrust Properties in Q3 2022 and has held it in 16 quarters since.
  • Covestor's InvenTrust Properties position peaked at $2K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.