Cranbrook Wealth Management’s InvenTrust Properties IVT Stock Holding History

Cranbrook Wealth 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	$17.8K	Hold	591	–	–	﹤0.01%	249
2026 Q2	$20.9K	Hold	591	–	–	﹤0.01%	253
2026 Q1	$18K	Hold	591	–	–	﹤0.01%	248
2025 Q4	$16.7K	Hold	591	–	–	﹤0.01%	259
2025 Q3	$16.9K	Hold	591	–	–	﹤0.01%	266
2025 Q2	$16.2K	Hold	591	–	–	﹤0.01%	260
2025 Q1	$17.4K	Hold	591	–	–	﹤0.01%	239
2024 Q4	$17.8K	Hold	591	–	–	﹤0.01%	234
2024 Q3	$16.8K	Hold	591	–	–	﹤0.01%	236
2024 Q2	$14.6K	Hold	591	–	–	﹤0.01%	233
2024 Q1	$15.2K	Hold	591	–	–	﹤0.01%	211
2023 Q4	$15K	Hold	591	–	–	﹤0.01%	215
2023 Q3	$14.1K	Hold	591	–	–	﹤0.01%	210
2023 Q2	$13.7K	Hold	591	–	–	﹤0.01%	214
2023 Q1	$13.8K	Hold	591	–	–	﹤0.01%	214
2022 Q4	$14K	Sell	591 -280	-32%	-$6.68K	﹤0.01%	211
2022 Q3	$19K	Hold	871	–	–	﹤0.01%	215
2022 Q2	$22K	Hold	871	–	–	0.01%	210
2022 Q1	$27K	Hold	871	–	–	0.01%	226
2021 Q4	$24K	Buy	+871	New	+$22K	0.01%	233

Other funds holding IVT

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Cranbrook Wealth Management's IVT Position: Q3 2026 in Review

Cranbrook Wealth Management held its InvenTrust Properties (IVT) position steady in Q3 2026 at 591 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Cranbrook Wealth Management first reported a position in IVT in Q4 2021 and has held it in 20 quarters since. The position peaked at $27K in Q1 2022. 174 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

Cranbrook Wealth Management held 591 shares of InvenTrust Properties worth $17.8K as of Q3 2026.
Cranbrook Wealth Management left its InvenTrust Properties share count unchanged in Q3 2026.
InvenTrust Properties made up ﹤0.01% of Cranbrook Wealth Management's portfolio in Q3 2026, its #249 holding.
Cranbrook Wealth Management first reported a position in InvenTrust Properties in Q4 2021 and has held it in 20 quarters since.
Cranbrook Wealth Management's InvenTrust Properties position peaked at $27K in Q1 2022.
174 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on Cranbrook Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.