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BFC Planning, Inc.’s InvenTrust Properties IVT Stock Holding History

BFC Planning, Inc.’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 		$48.5K Sell
1,371
-4,050
-75% -$133K ﹤0.01% 1565
2026
Q1 		$165K Buy
5,421
+34
+0.6% +$1.02K 0.01% 939
2025
Q4 		$152K Buy
5,387
+35
+0.7% +$986 0.01% 975
2025
Q3 		$153K Buy
5,352
+34
+0.6% +$963 0.01% 764
2025
Q2 		$146K Buy
5,318
+34
+0.6% +$945 0.01% 744
2025
Q1 		$155K Sell
5,284
-245
-4% -$7.22K 0.01% 704
2024
Q4 		$167K Buy
+5,529
New +$166K 0.01% 682

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 $195B AUM 21.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

BFC Planning, Inc.'s IVT Position: Q2 2026 in Review

BFC Planning, Inc. reduced its InvenTrust Properties (IVT) stake by 75% in Q2 2026, selling an estimated $133K and leaving 1,371 shares worth $48.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

BFC Planning, Inc. first reported a position in IVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $167K in Q4 2024. 346 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • BFC Planning, Inc. held 1,371 shares of InvenTrust Properties worth $48.5K as of Q2 2026.
  • BFC Planning, Inc. sold 4,050 InvenTrust Properties shares in Q2 2026, an estimated $133K.
  • InvenTrust Properties made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1565 holding.
  • BFC Planning, Inc. first reported a position in InvenTrust Properties in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s InvenTrust Properties position peaked at $167K in Q4 2024.
  • 346 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.