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Dynamic Financial Group’s InvenTrust Properties IVT Stock Holding History

Dynamic Financial Group’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
2025
Q1 		– Sell
-7,476
Closed -$225K – 60
2024
Q4 		$225K Buy
+7,476
New +$225K 0.23% 56

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dynamic Financial Group's IVT Position: Q1 2025 in Review

Dynamic Financial Group sold out of InvenTrust Properties (IVT) in Q1 2025, closing a stake of 7,476 shares — an estimated $225K sold.

Dynamic Financial Group first reported a position in IVT in Q4 2024 and held it in 1 quarter. The position peaked at $225K in Q4 2024. 301 funds tracked by Wall St. Rank hold IVT as of Q1 2025.

  • Dynamic Financial Group reported no remaining InvenTrust Properties position as of Q1 2025 after selling out during the quarter.
  • Dynamic Financial Group sold 7,476 InvenTrust Properties shares in Q1 2025, an estimated $225K.
  • Dynamic Financial Group first reported a position in InvenTrust Properties in Q4 2024 and held it in 1 quarter.
  • Dynamic Financial Group's InvenTrust Properties position peaked at $225K in Q4 2024.
  • 301 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2025.

Based on Dynamic Financial Group's 13F filing for Q1 2025, filed 13 May 2025.