Dakota Wealth Management’s InvenTrust Properties IVT Stock Holding History

Dakota Wealth 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	$231K	Sell	6,518 -1,632	-20%	-$53.6K	﹤0.01%	722
2026 Q1	$248K	Hold	8,150	–	–	0.01%	695
2025 Q4	$230K	Hold	8,150	–	–	﹤0.01%	708
2025 Q3	$233K	Buy	8,150 +424	+5%	+$12K	﹤0.01%	596
2025 Q2	$212K	Hold	7,726	–	–	﹤0.01%	718
2025 Q1	$227K	Sell	7,726 -2,590	-25%	-$76.3K	0.01%	686
2024 Q4	$311K	Hold	10,316	–	–	0.01%	599
2024 Q3	$293K	Hold	10,316	–	–	0.01%	599
2024 Q2	$255K	Sell	10,316 -2,956	-22%	-$73.1K	0.01%	612
2024 Q1	$341K	Sell	13,272 -757	-5%	-$19.1K	0.01%	564
2023 Q4	$355K	Buy	+14,029	New	+$350K	0.01%	479

Other funds holding IVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dakota Wealth Management's IVT Position: Q2 2026 in Review

Dakota Wealth Management reduced its InvenTrust Properties (IVT) stake by 20% in Q2 2026, selling an estimated $53.6K and leaving 6,518 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Dakota Wealth Management first reported a position in IVT in Q4 2023 and has held it in 11 quarters since. The position peaked at $355K in Q4 2023. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Dakota Wealth Management held 6,518 shares of InvenTrust Properties worth $231K as of Q2 2026.
Dakota Wealth Management sold 1,632 InvenTrust Properties shares in Q2 2026, an estimated $53.6K.
InvenTrust Properties made up ﹤0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #722 holding.
Dakota Wealth Management first reported a position in InvenTrust Properties in Q4 2023 and has held it in 11 quarters since.
Dakota Wealth Management's InvenTrust Properties position peaked at $355K in Q4 2023.
342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.