FFN
IVT icon

Focus Financial Network’s InvenTrust Properties IVT Stock Holding History

Focus Financial Network’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 		– Sell
-6,760
Closed -$239K – 784
2026
Q2 		$239K Sell
6,760
-205
-3% -$6.73K 0.01% 675
2026
Q1 		$212K Sell
6,965
-801
-10% -$24.1K 0.01% 687
2025
Q4 		$219K Buy
+7,766
New +$219K 0.01% 677
2025
Q3 		– Sell
-7,395
Closed -$203K – 756
2025
Q2 		$203K Sell
7,395
-2,036
-22% -$56.6K 0.01% 689
2025
Q1 		$277K Sell
9,431
-951
-9% -$28K 0.01% 572
2024
Q4 		$313K Sell
10,382
-1,664
-14% -$50.1K 0.01% 537
2024
Q3 		$344K Sell
12,046
-111
-0.9% -$3.08K 0.01% 506
2024
Q2 		$324K Sell
12,157
-849
-7% -$21K 0.01% 507
2024
Q1 		$319K Buy
+13,006
New +$328K 0.02% 477
2023
Q4 		– Sell
-26,693
Closed -$641K – 731
2023
Q3 		$641K Buy
26,693
+131
+0.5% +$3.15K 0.04% 306
2023
Q2 		$620K Sell
26,562
-4,210
-14% -$95K 0.03% 318
2023
Q1 		$727K Buy
30,772
+610
+2% +$14.4K 0.05% 281
2022
Q4 		$720K Sell
30,162
-3,275
-10% -$78.2K 0.06% 229
2022
Q3 		$720K Buy
33,437
+1,410
+4% +$37.4K 0.06% 232
2022
Q2 		$833K Buy
32,027
+9,259
+41% +$271K 0.07% 221
2022
Q1 		$705K Sell
22,768
-28,038
-55% -$763K 0.05% 250
2021
Q4 		$1.4M Buy
+50,806
New +$1.28M 0.2% 108

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Focus Financial Network's IVT Position: Q3 2026 in Review

Focus Financial Network sold out of InvenTrust Properties (IVT) in Q3 2026, closing a stake of 6,760 shares — an estimated $239K sold.

Focus Financial Network first reported a position in IVT in Q4 2021 and held it in 17 quarters. The position peaked at $1.4M in Q4 2021. 18 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

  • Focus Financial Network reported no remaining InvenTrust Properties position as of Q3 2026 after selling out during the quarter.
  • Focus Financial Network sold 6,760 InvenTrust Properties shares in Q3 2026, an estimated $239K.
  • Focus Financial Network first reported a position in InvenTrust Properties in Q4 2021 and held it in 17 quarters.
  • Focus Financial Network's InvenTrust Properties position peaked at $1.4M in Q4 2021.
  • 18 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.