CX Institutional’s InvenTrust Properties IVT Stock Holding History

CX Institutional’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	$27K	Hold	881	–	–	﹤0.01%	1163
2026 Q2	$31K	Hold	881	–	–	﹤0.01%	1069
2026 Q1	$27K	Buy	881 +243	+38%	+$7.32K	﹤0.01%	1079
2025 Q4	$18K	Buy	+638	New	+$18K	﹤0.01%	1115
2023 Q3	–	Sell	-9,151	Closed	-$212K	–	516
2023 Q2	$212K	Buy	+9,151	New	+$206K	0.01%	497
2022 Q3	–	Sell	-305	Closed	-$8K	–	810
2022 Q2	$8K	Buy	+305	New	+$8.92K	﹤0.01%	978

Other funds holding IVT

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

CX Institutional's IVT Position: Q3 2026 in Review

CX Institutional held its InvenTrust Properties (IVT) position steady in Q3 2026 at 881 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

CX Institutional first reported a position in IVT in Q2 2022 and has held it in 6 quarters since. The position peaked at $212K in Q2 2023. 58 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

CX Institutional held 881 shares of InvenTrust Properties worth $27K as of Q3 2026.
CX Institutional left its InvenTrust Properties share count unchanged in Q3 2026.
InvenTrust Properties made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1163 holding.
CX Institutional first reported a position in InvenTrust Properties in Q2 2022 and has held it in 6 quarters since.
CX Institutional's InvenTrust Properties position peaked at $212K in Q2 2023.
58 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.