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 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CX Institutional's IVT Position: Q2 2026 in Review

CX Institutional held its InvenTrust Properties (IVT) position steady in Q2 2026 at 881 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

CX Institutional first reported a position in IVT in Q2 2022 and has held it in 5 quarters since. The position peaked at $212K in Q2 2023. 41 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

CX Institutional held 881 shares of InvenTrust Properties worth $31K as of Q2 2026.
CX Institutional left its InvenTrust Properties share count unchanged in Q2 2026.
InvenTrust Properties made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1069 holding.
CX Institutional first reported a position in InvenTrust Properties in Q2 2022 and has held it in 5 quarters since.
CX Institutional's InvenTrust Properties position peaked at $212K in Q2 2023.
41 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.