DecisionPoint Financial’s InvenTrust Properties IVT Stock Holding History

DecisionPoint Financial’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	$426	Hold	14	–	–	﹤0.01%	803
2026 Q2	$490	Hold	14	–	–	﹤0.01%	632
2026 Q1	$427	Hold	14	–	–	﹤0.01%	511
2025 Q4	$395	Hold	14	–	–	﹤0.01%	584
2025 Q3	$400	Hold	14	–	–	﹤0.01%	517
2025 Q2	$384	Buy	+14	New	+$389	﹤0.01%	504

Other funds holding IVT

Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

DecisionPoint Financial's IVT Position: Q3 2026 in Review

DecisionPoint Financial held its InvenTrust Properties (IVT) position steady in Q3 2026 at 14 shares worth $426. The position accounts for ﹤0.01% of the portfolio, ranked #803.

DecisionPoint Financial first reported a position in IVT in Q2 2025 and has held it in 6 quarters since. The position peaked at $490 in Q2 2026. 97 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

DecisionPoint Financial held 14 shares of InvenTrust Properties worth $426 as of Q3 2026.
DecisionPoint Financial left its InvenTrust Properties share count unchanged in Q3 2026.
InvenTrust Properties made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #803 holding.
DecisionPoint Financial first reported a position in InvenTrust Properties in Q2 2025 and has held it in 6 quarters since.
DecisionPoint Financial's InvenTrust Properties position peaked at $490 in Q2 2026.
97 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.