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Cresset Asset Management’s InvenTrust Properties IVT Stock Holding History

Cresset 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
2026
Q2 		$1.26M Buy
35,356
+18,500
+110% +$608K ﹤0.01% 824
2026
Q1 		$518K Sell
16,856
-17,216
-51% -$519K ﹤0.01% 1053
2025
Q4 		$969K Buy
34,072
+5,589
+20% +$157K ﹤0.01% 803
2025
Q3 		$822K Buy
28,483
+2,227
+8% +$63.1K ﹤0.01% 819
2025
Q2 		$726K Buy
26,256
+16,856
+179% +$469K ﹤0.01% 787
2025
Q1 		$278K Sell
9,400
-15,562
-62% -$459K ﹤0.01% 1358
2024
Q4 		$754K Buy
24,962
+8,306
+50% +$250K ﹤0.01% 910
2024
Q3 		$473K Sell
16,656
-15,989
-49% -$444K ﹤0.01% 1550
2024
Q2 		$808K Hold
32,645
– – ﹤0.01% 1188
2024
Q1 		$839K Buy
+32,645
New +$822K ﹤0.01% 1067

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 $3.38T AUM 44.17% 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

Cresset Asset Management's IVT Position: Q2 2026 in Review

Cresset Asset Management increased its InvenTrust Properties (IVT) stake by 110% in Q2 2026, buying an estimated $608K and bringing the position to 35,356 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Cresset Asset Management first reported a position in IVT in Q1 2024 and has held it in 10 quarters since. 344 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Cresset Asset Management held 35,356 shares of InvenTrust Properties worth $1.26M as of Q2 2026.
  • Cresset Asset Management bought 18,500 InvenTrust Properties shares in Q2 2026, an estimated $608K.
  • InvenTrust Properties made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #824 holding.
  • Cresset Asset Management first reported a position in InvenTrust Properties in Q1 2024 and has held it in 10 quarters since.
  • 344 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.