Goldman Sachs
IVT icon

Goldman Sachs’s InvenTrust Properties IVT Stock Holding History

Goldman Sachs’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
Q1 		$33.5M Buy
1,099,716
+167,888
+18% +$5.06M ﹤0.01% 1939
2025
Q4 		$26.3M Buy
931,828
+132,135
+17% +$3.72M ﹤0.01% 2113
2025
Q3 		$22.9M Buy
799,693
+77,229
+11% +$2.19M ﹤0.01% 2126
2025
Q2 		$19.8M Buy
722,464
+27,201
+4% +$756K ﹤0.01% 2140
2025
Q1 		$20.4M Buy
695,263
+276,474
+66% +$8.15M ﹤0.01% 2009
2024
Q4 		$12.6M Buy
418,789
+119,905
+40% +$3.61M ﹤0.01% 2575
2024
Q3 		$8.48M Buy
298,884
+76,111
+34% +$2.11M ﹤0.01% 2882
2024
Q2 		$5.52M Sell
222,773
-14,052
-6% -$348K ﹤0.01% 3060
2024
Q1 		$6.09M Sell
236,825
-12,035
-5% -$303K ﹤0.01% 2914
2023
Q4 		$6.31M Sell
248,860
-45,489
-15% -$1.13M ﹤0.01% 2968
2023
Q3 		$7.01M Sell
294,349
-261,360
-47% -$6.29M ﹤0.01% 2695
2023
Q2 		$12.9M Buy
555,709
+217,591
+64% +$4.91M ﹤0.01% 2215
2023
Q1 		$7.91M Buy
338,118
+133,643
+65% +$3.15M ﹤0.01% 2644
2022
Q4 		$4.84M Buy
204,475
+62,757
+44% +$1.5M ﹤0.01% 3197
2022
Q3 		$3.02M Buy
141,718
+28,034
+25% +$744K ﹤0.01% 3594
2022
Q2 		$2.93M Sell
113,684
-287,392
-72% -$8.41M ﹤0.01% 3702
2022
Q1 		$12.3M Buy
+401,076
New +$10.9M ﹤0.01% 2474

Other funds holding IVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return