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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Focus Financial Network's IVT Position: Q2 2026 in Review

Focus Financial Network reduced its InvenTrust Properties (IVT) stake by 2.9% in Q2 2026, selling an estimated $6.73K and leaving 6,760 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #675.

Focus Financial Network first reported a position in IVT in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.4M in Q4 2021. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Focus Financial Network held 6,760 shares of InvenTrust Properties worth $239K as of Q2 2026.
  • Focus Financial Network sold 205 InvenTrust Properties shares in Q2 2026, an estimated $6.73K.
  • InvenTrust Properties made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #675 holding.
  • Focus Financial Network first reported a position in InvenTrust Properties in Q4 2021 and has held it in 17 quarters since.
  • Focus Financial Network's InvenTrust Properties position peaked at $1.4M in Q4 2021.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.