EP
IVT icon

Essential Partners’s InvenTrust Properties IVT Stock Holding History

Essential Partners’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 		$784 Hold
26
– – ﹤0.01% 2270
2026
Q2 		$920 Hold
26
– – ﹤0.01% 2280
2026
Q1 		$792 Hold
26
– – ﹤0.01% 2308
2025
Q4 		$733 Buy
26
+23
+767% +$648 ﹤0.01% 2133
2025
Q3 		$86 Sell
3
-2
-40% -$57 ﹤0.01% 2507
2025
Q2 		$137 Buy
+5
New +$139 ﹤0.01% 2025

Other funds holding IVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Essential Partners's IVT Position: Q3 2026 in Review

Essential Partners held its InvenTrust Properties (IVT) position steady in Q3 2026 at 26 shares worth $784. The position accounts for ﹤0.01% of the portfolio, ranked #2270.

Essential Partners first reported a position in IVT in Q2 2025 and has held it in 6 quarters since. The position peaked at $920 in Q2 2026. 20 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

  • Essential Partners held 26 shares of InvenTrust Properties worth $784 as of Q3 2026.
  • Essential Partners left its InvenTrust Properties share count unchanged in Q3 2026.
  • InvenTrust Properties made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2270 holding.
  • Essential Partners first reported a position in InvenTrust Properties in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's InvenTrust Properties position peaked at $920 in Q2 2026.
  • 20 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.