GHI
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Gross & Hartman Investments’s InvenTrust Properties IVT Stock Holding History

Gross & Hartman Investments’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 		$444K Buy
12,530
+1,315
+12% +$43.2K 0.2% 42
2026
Q1 		$342K Buy
11,215
+720
+7% +$21.7K 0.18% 52
2025
Q4 		$296K Buy
+10,495
New +$296K 0.17% 52

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 $3.37T 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gross & Hartman Investments's IVT Position: Q2 2026 in Review

Gross & Hartman Investments increased its InvenTrust Properties (IVT) stake by 12% in Q2 2026, buying an estimated $43.2K and bringing the position to 12,530 shares worth $444K. The position accounts for 0.2% of the portfolio, ranked #42.

Gross & Hartman Investments first reported a position in IVT in Q4 2025 and has held it in 3 quarters since. 317 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Gross & Hartman Investments held 12,530 shares of InvenTrust Properties worth $444K as of Q2 2026.
  • Gross & Hartman Investments bought 1,315 InvenTrust Properties shares in Q2 2026, an estimated $43.2K.
  • InvenTrust Properties made up 0.2% of Gross & Hartman Investments's portfolio in Q2 2026, its #42 holding.
  • Gross & Hartman Investments first reported a position in InvenTrust Properties in Q4 2025 and has held it in 3 quarters since.
  • 317 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.