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EP Wealth Advisors’s InvenTrust Properties IVT Stock Holding History

EP Wealth Advisors’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 		$321K Buy
9,069
+1,065
+13% +$35K ﹤0.01% 1251
2026
Q1 		$244K Buy
+8,004
New +$241K ﹤0.01% 1291

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

EP Wealth Advisors's IVT Position: Q2 2026 in Review

EP Wealth Advisors increased its InvenTrust Properties (IVT) stake by 13% in Q2 2026, buying an estimated $35K and bringing the position to 9,069 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

EP Wealth Advisors first reported a position in IVT in Q1 2026 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • EP Wealth Advisors held 9,069 shares of InvenTrust Properties worth $321K as of Q2 2026.
  • EP Wealth Advisors bought 1,065 InvenTrust Properties shares in Q2 2026, an estimated $35K.
  • InvenTrust Properties made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1251 holding.
  • EP Wealth Advisors first reported a position in InvenTrust Properties in Q1 2026 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.