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Farther Finance Advisors’s InvenTrust Properties IVT Stock Holding History

Farther Finance 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
Q3 		$247K Sell
8,178
-84
-1% -$2.81K ﹤0.01% 2129
2026
Q2 		$292K Buy
8,262
+217
+3% +$7.13K ﹤0.01% 1969
2026
Q1 		$245K Buy
8,045
+1,760
+28% +$53K ﹤0.01% 1881
2025
Q4 		$177K Buy
6,285
+3,559
+131% +$100K ﹤0.01% 1986
2025
Q3 		$78K Buy
2,726
+2,065
+312% +$58.5K ﹤0.01% 2181
2025
Q2 		$18.1K Sell
661
-41
-6% -$1.14K ﹤0.01% 2748
2025
Q1 		$20.7K Buy
702
+430
+158% +$12.7K ﹤0.01% 2371
2024
Q4 		$8.19K Sell
272
-144
-35% -$4.33K ﹤0.01% 2457
2024
Q3 		$11.8K Buy
416
+3
+0.7% +$83 ﹤0.01% 2302
2024
Q2 		$10.1K Buy
413
+61
+17% +$1.51K ﹤0.01% 2081
2024
Q1 		$8.78K Sell
352
-24
-6% -$604 ﹤0.01% 1814
2023
Q4 		$9.53K Buy
+376
New +$9.37K ﹤0.01% 1631

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
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors's IVT Position: Q3 2026 in Review

Farther Finance Advisors reduced its InvenTrust Properties (IVT) stake by 1% in Q3 2026, selling an estimated $2.81K and leaving 8,178 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

Farther Finance Advisors first reported a position in IVT in Q4 2023 and has held it in 12 quarters since. The position peaked at $292K in Q2 2026. 18 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

  • Farther Finance Advisors held 8,178 shares of InvenTrust Properties worth $247K as of Q3 2026.
  • Farther Finance Advisors sold 84 InvenTrust Properties shares in Q3 2026, an estimated $2.81K.
  • InvenTrust Properties made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2129 holding.
  • Farther Finance Advisors first reported a position in InvenTrust Properties in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's InvenTrust Properties position peaked at $292K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.