Creekmur Asset Management’s InvenTrust Properties IVT Stock Holding History

Creekmur Asset 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
2025 Q3	$16	Hold	1	–	–	﹤0.01%	794
2025 Q2	$16	Sell	1 -314	-100%	-$8.73K	﹤0.01%	803
2025 Q1	$9.24K	Sell	315 -1,314	-81%	-$38.7K	﹤0.01%	492
2024 Q4	$49.1K	Buy	1,629 +12	+0.7%	+$361	0.01%	238
2024 Q3	$45.9K	Buy	1,617 +795	+97%	+$22.1K	0.01%	250
2024 Q2	$20.4K	Buy	822 +8	+1%	+$198	0.01%	376
2024 Q1	$20.9K	Buy	814 +6	+0.7%	+$151	0.01%	372
2023 Q4	$20.5K	Buy	+808	New	+$20.1K	0.01%	424

Other funds holding IVT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Creekmur Asset Management's IVT Position: Q3 2025 in Review

Creekmur Asset Management held its InvenTrust Properties (IVT) position steady in Q3 2025 at 1 share worth $16. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Creekmur Asset Management first reported a position in IVT in Q4 2023 and has held it in 8 quarters since. The position peaked at $49.1K in Q4 2024. 302 funds tracked by Wall St. Rank hold IVT as of Q3 2025.

Creekmur Asset Management held 1 share of InvenTrust Properties worth $16 as of Q3 2025.
Creekmur Asset Management left its InvenTrust Properties share count unchanged in Q3 2025.
InvenTrust Properties made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #794 holding.
Creekmur Asset Management first reported a position in InvenTrust Properties in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's InvenTrust Properties position peaked at $49.1K in Q4 2024.
302 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.