HI
IVT icon

Harbour Investments’s InvenTrust Properties IVT Stock Holding History

Harbour 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
Q1 		$222K Sell
7,282
-1,949
-21% -$58.7K ﹤0.01% 1480
2025
Q4 		$260K Sell
9,231
-1,597
-15% -$45K 0.01% 1159
2025
Q3 		$310K Sell
10,828
-95
-0.9% -$2.69K 0.01% 1041
2025
Q2 		$299K Hold
10,923
– – 0.01% 1001
2025
Q1 		$321K Sell
10,923
-1,599
-13% -$47.1K 0.01% 891
2024
Q4 		$377K Sell
12,522
-140
-1% -$4.21K 0.01% 791
2024
Q3 		$359K Sell
12,662
-766
-6% -$21.3K 0.01% 782
2024
Q2 		$332K Sell
13,428
-1,966
-13% -$48.6K 0.01% 759
2024
Q1 		$396K Buy
15,394
+735
+5% +$18.5K 0.01% 678
2023
Q4 		$371K Buy
14,659
+245
+2% +$6.11K 0.02% 637
2023
Q3 		$343K Buy
14,414
+3,367
+30% +$81K 0.02% 608
2023
Q2 		$256K Buy
11,047
+4,303
+64% +$97.1K 0.01% 708
2023
Q1 		$158K Sell
6,744
-154
-2% -$3.63K 0.01% 858
2022
Q4 		$163K Sell
6,898
-1,395
-17% -$33.3K 0.01% 817
2022
Q3 		$214K Hold
8,293
– – 0.01% 664
2022
Q2 		$214K Buy
+8,293
New +$243K 0.01% 664
2021
Q4 		$455K Buy
+16,693
New +$421K 0.03% 448

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harbour Investments's IVT Position: Q1 2026 in Review

Harbour Investments reduced its InvenTrust Properties (IVT) stake by 21% in Q1 2026, selling an estimated $58.7K and leaving 7,282 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Harbour Investments first reported a position in IVT in Q4 2021 and has held it in 17 quarters since. The position peaked at $455K in Q4 2021. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Harbour Investments held 7,282 shares of InvenTrust Properties worth $222K as of Q1 2026.
  • Harbour Investments sold 1,949 InvenTrust Properties shares in Q1 2026, an estimated $58.7K.
  • InvenTrust Properties made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1480 holding.
  • Harbour Investments first reported a position in InvenTrust Properties in Q4 2021 and has held it in 17 quarters since.
  • Harbour Investments's InvenTrust Properties position peaked at $455K in Q4 2021.
  • 321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.