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Golden State Equity Partners’s InvenTrust Properties IVT Stock Holding History

Golden State Equity 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 		– Sell
-333
Closed -$10.1K – 1036
2026
Q1 		$10.1K Buy
+333
New +$10K ﹤0.01% 1287

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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

Golden State Equity Partners's IVT Position: Q2 2026 in Review

Golden State Equity Partners sold out of InvenTrust Properties (IVT) in Q2 2026, closing a stake of 333 shares — an estimated $10.1K sold.

Golden State Equity Partners first reported a position in IVT in Q1 2026 and held it in 1 quarter. The position peaked at $10.1K in Q1 2026. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Golden State Equity Partners reported no remaining InvenTrust Properties position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 333 InvenTrust Properties shares in Q2 2026, an estimated $10.1K.
  • Golden State Equity Partners first reported a position in InvenTrust Properties in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's InvenTrust Properties position peaked at $10.1K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.