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Farmers & Merchants Investments Inc’s InvenTrust Properties IVT Stock Holding History

Farmers & Merchants Investments Inc’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 		$708 Buy
+20
New +$657 ﹤0.01% 1618
2025
Q1 		– Sell
-942
Closed -$28.4K – 1769
2024
Q4 		$28.4K Hold
942
– – ﹤0.01% 514
2024
Q3 		$26.7K Buy
+942
New +$26.1K ﹤0.01% 529

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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
GT
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SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Farmers & Merchants Investments Inc's IVT Position: Q2 2026 in Review

Farmers & Merchants Investments Inc opened a new position in InvenTrust Properties (IVT) in Q2 2026: 20 shares worth $708. The stake represents ﹤0.01% of the portfolio and ranks #1618 among its holdings. This is a return to the name: Farmers & Merchants Investments Inc previously reported a position in IVT as recently as Q4 2024.

Farmers & Merchants Investments Inc first reported a position in IVT in Q3 2024 and has held it in 3 quarters since. The position peaked at $28.4K in Q4 2024. 173 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Farmers & Merchants Investments Inc held 20 shares of InvenTrust Properties worth $708 as of Q2 2026.
  • InvenTrust Properties was a new Farmers & Merchants Investments Inc position in Q2 2026.
  • InvenTrust Properties made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1618 holding.
  • Farmers & Merchants Investments Inc first reported a position in InvenTrust Properties in Q3 2024 and has held it in 3 quarters since.
  • Farmers & Merchants Investments Inc's InvenTrust Properties position peaked at $28.4K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.