Fieldpoint Private Securities’s InvenTrust Properties IVT Stock Holding History

Fieldpoint Private Securities’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
2022 Q2	$5K	Buy	+205	New	+$6K	﹤0.01%	925

Other funds holding IVT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Fieldpoint Private Securities's IVT Position: Q2 2022 in Review

Fieldpoint Private Securities opened a new position in InvenTrust Properties (IVT) in Q2 2022: 205 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #925 among its holdings.

245 funds tracked by Wall St. Rank hold IVT as of Q2 2022.

Fieldpoint Private Securities held 205 shares of InvenTrust Properties worth $5K as of Q2 2022.
InvenTrust Properties was a new Fieldpoint Private Securities position in Q2 2022.
InvenTrust Properties made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #925 holding.
245 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.