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Global Retirement Partners’s InvenTrust Properties IVT Stock Holding History

Global Retirement Partners’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 		$129K Buy
+3,639
New +$120K ﹤0.01% 1879
2025
Q4 		$38.8K Buy
1,376
+621
+82% +$17.5K ﹤0.01% 2502
2025
Q3 		$21.6K Hold
755
– – ﹤0.01% 2358
2025
Q2 		$20.7K Buy
+755
New +$21K ﹤0.01% 2271
2024
Q4 		$22.5K Hold
748
– – ﹤0.01% 2025
2024
Q3 		$21.2K Hold
748
– – ﹤0.01% 1960
2024
Q2 		$18.5K Hold
748
– – ﹤0.01% 2027
2024
Q1 		$19.2K Sell
748
-400
-35% -$10.1K ﹤0.01% 1831
2023
Q4 		$28.8K Hold
1,148
– – ﹤0.01% 1582
2023
Q3 		$26.7K Sell
1,148
-482
-30% -$11.6K ﹤0.01% 1532
2023
Q2 		$37.7K Hold
1,630
– – ﹤0.01% 1410
2023
Q1 		$36.5K Sell
1,630
-18
-1% -$425 ﹤0.01% 1373
2022
Q4 		$39K Buy
1,648
+900
+120% +$21.5K ﹤0.01% 1203
2022
Q3 		$19K Hold
748
– – ﹤0.01% 1417
2022
Q2 		$19K Hold
748
– – ﹤0.01% 1368
2022
Q1 		$23K Buy
+748
New +$20.3K ﹤0.01% 1305

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 $3.38T 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 $1.88T 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

Global Retirement Partners's IVT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in InvenTrust Properties (IVT) in Q2 2026: 3,639 shares worth $129K. The stake represents ﹤0.01% of the portfolio and ranks #1879 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IVT as recently as Q4 2025.

Global Retirement Partners first reported a position in IVT in Q1 2022 and has held it in 16 quarters since. 344 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Global Retirement Partners held 3,639 shares of InvenTrust Properties worth $129K as of Q2 2026.
  • InvenTrust Properties was a new Global Retirement Partners position in Q2 2026.
  • InvenTrust Properties made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1879 holding.
  • Global Retirement Partners first reported a position in InvenTrust Properties in Q1 2022 and has held it in 16 quarters since.
  • 344 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.