DWM
IVT icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return