Fortitude Family Office’s InvenTrust Properties IVT Stock Holding History

Fortitude Family Office’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
2025 Q4	–	Sell	-36	Closed	-$1.03K	–	2025
2025 Q3	$1.03K	Hold	36	–	–	﹤0.01%	1536
2025 Q2	$986	Sell	36 -10	-22%	-$278	﹤0.01%	1516
2025 Q1	$1.35K	Hold	46	–	–	﹤0.01%	981
2024 Q4	$1.39K	Hold	46	–	–	﹤0.01%	1084
2024 Q3	$1.3K	Hold	46	–	–	﹤0.01%	1068
2024 Q2	$1.14K	Sell	46 -153	-77%	-$3.79K	﹤0.01%	871
2024 Q1	$5.12K	Buy	199 +37	+23%	+$932	﹤0.01%	600
2023 Q4	$4.11K	Buy	+162	New	+$4.04K	﹤0.01%	754

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Fortitude Family Office's IVT Position: Q4 2025 in Review

Fortitude Family Office sold out of InvenTrust Properties (IVT) in Q4 2025, closing a stake of 36 shares — an estimated $1.03K sold.

Fortitude Family Office first reported a position in IVT in Q4 2023 and held it in 8 quarters. The position peaked at $5.12K in Q1 2024. 300 funds tracked by Wall St. Rank hold IVT as of Q4 2025.

Fortitude Family Office reported no remaining InvenTrust Properties position as of Q4 2025 after selling out during the quarter.
Fortitude Family Office sold 36 InvenTrust Properties shares in Q4 2025, an estimated $1.03K.
Fortitude Family Office first reported a position in InvenTrust Properties in Q4 2023 and held it in 8 quarters.
Fortitude Family Office's InvenTrust Properties position peaked at $5.12K in Q1 2024.
300 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2025.

Based on Fortitude Family Office's 13F filing for Q4 2025, filed 15 Jan 2026.