FFA
IVT icon

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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return