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Fidelity Investments’s
InvenTrust Properties
IVT
Stock Holding History
Fidelity Investments’s Portfolio
IVT Stock Details
IVT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$64.2M
Buy
2,106,332
+1,419
+0.1%
+$42.8K
﹤0.01%
1341
2025
Q4
$59.4M
Buy
2,104,913
+76,532
+4%
+$2.16M
﹤0.01%
1373
2025
Q3
$58.1M
Buy
2,028,381
+134,373
+7%
+$3.81M
﹤0.01%
1384
2025
Q2
$51.9M
Buy
1,894,008
+330,895
+21%
+$9.2M
﹤0.01%
1383
2025
Q1
$45.9M
Buy
1,563,113
+204,635
+15%
+$6.03M
﹤0.01%
1391
2024
Q4
$40.9M
Buy
1,358,478
+777,876
+134%
+$23.4M
﹤0.01%
1459
2024
Q3
$16.5M
Buy
580,602
+578,028
+22,456%
+$16M
﹤0.01%
1775
2024
Q2
$63.7K
Buy
2,574
+271
+12%
+$6.7K
﹤0.01%
3489
2024
Q1
$59.2K
Sell
2,303
-133
-5%
-$3.35K
﹤0.01%
3498
2023
Q4
$61.7K
Buy
2,436
+540
+28%
+$13.5K
﹤0.01%
3429
2023
Q3
$45.1K
Buy
1,896
+353
+23%
+$8.49K
﹤0.01%
3416
2023
Q2
$35.7K
Buy
1,543
+512
+50%
+$11.6K
﹤0.01%
3604
2023
Q1
$24.1K
Buy
1,031
+416
+68%
+$9.82K
﹤0.01%
3765
2022
Q4
$14.6K
Sell
615
-143
-19%
-$3.41K
﹤0.01%
3887
2022
Q3
$16K
Buy
758
+605
+395%
+$16.1K
﹤0.01%
3932
2022
Q2
$4K
Buy
153
+152
+15,200%
+$4.45K
﹤0.01%
4378
2022
Q1
$0
Buy
+1
New
+$27
﹤0.01%
5236
Other funds holding IVT
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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