Financial Consulate’s InvenTrust Properties IVT Stock Holding History

Financial Consulate’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	$272	Buy	+9	New	+$301	﹤0.01%	1608

Other funds holding IVT

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Financial Consulate's IVT Position: Q3 2026 in Review

Financial Consulate opened a new position in InvenTrust Properties (IVT) in Q3 2026: 9 shares worth $272. The stake represents ﹤0.01% of the portfolio and ranks #1608 among its holdings.

58 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

Financial Consulate held 9 shares of InvenTrust Properties worth $272 as of Q3 2026.
InvenTrust Properties was a new Financial Consulate position in Q3 2026.
InvenTrust Properties made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1608 holding.
58 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.