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
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

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

Global Retirement Partners's IVT Position: Q4 2025 in Review

Global Retirement Partners increased its InvenTrust Properties (IVT) stake by 82% in Q4 2025, buying an estimated $17.5K and bringing the position to 1,376 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2502.

Global Retirement Partners first reported a position in IVT in Q1 2022 and has held it in 15 quarters since. The position peaked at $39K in Q4 2022. 300 funds tracked by Wall St. Rank hold IVT as of Q4 2025.

Global Retirement Partners held 1,376 shares of InvenTrust Properties worth $38.8K as of Q4 2025.
Global Retirement Partners bought 621 InvenTrust Properties shares in Q4 2025, an estimated $17.5K.
InvenTrust Properties made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2502 holding.
Global Retirement Partners first reported a position in InvenTrust Properties in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's InvenTrust Properties position peaked at $39K in Q4 2022.
300 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.