Cresset Asset Management’s InvenTrust Properties IVT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,400
Closed -$278K 1691
2025
Q1
$278K Sell
9,400
-15,562
-62% -$461K ﹤0.01% 1343
2024
Q4
$754K Buy
24,962
+8,306
+50% +$251K ﹤0.01% 893
2024
Q3
$473K Sell
16,656
-15,989
-49% -$454K ﹤0.01% 1520
2024
Q2
$808K Hold
32,645
﹤0.01% 1155
2024
Q1
$839K Buy
+32,645
New +$839K ﹤0.01% 1049