D.B. Root & Company’s InvenTrust Properties IVT Stock Holding History

D.B. Root & Company’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
2022 Q1	–	Sell	-7,805	Closed	-$212K	–	189
2021 Q4	$212K	Buy	+7,805	New	+$197K	0.08%	183

Other funds holding IVT

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

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

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

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

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

WCP

Waterfront Capital Partners New York $153M AUM 13.97% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

D.B. Root & Company's IVT Position: Q1 2022 in Review

D.B. Root & Company sold out of InvenTrust Properties (IVT) in Q1 2022, closing a stake of 7,805 shares — an estimated $212K sold.

D.B. Root & Company first reported a position in IVT in Q4 2021 and held it in 1 quarter. The position peaked at $212K in Q4 2021. 212 funds tracked by Wall St. Rank hold IVT as of Q1 2022.

D.B. Root & Company reported no remaining InvenTrust Properties position as of Q1 2022 after selling out during the quarter.
D.B. Root & Company sold 7,805 InvenTrust Properties shares in Q1 2022, an estimated $212K.
D.B. Root & Company first reported a position in InvenTrust Properties in Q4 2021 and held it in 1 quarter.
D.B. Root & Company's InvenTrust Properties position peaked at $212K in Q4 2021.
212 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2022.

Based on D.B. Root & Company's 13F filing for Q1 2022, filed 6 May 2022.