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Harvest Investment Services’s InvenTrust Properties IVT Stock Holding History

Harvest Investment Services’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 		$312K Sell
8,820
-509
-5% -$16.7K 0.05% 308
2026
Q1 		$284K Sell
9,329
-540
-5% -$16.3K 0.05% 275
2025
Q4 		$278K Sell
9,869
-83
-0.8% -$2.34K 0.05% 274
2025
Q3 		$285K Sell
9,952
-7,058
-41% -$200K 0.06% 260
2025
Q2 		$466K Sell
17,010
-113
-0.7% -$3.14K 0.1% 197
2025
Q1 		$503K Buy
17,123
+622
+4% +$18.3K 0.14% 154
2024
Q4 		$497K Sell
16,501
-2,334
-12% -$70.2K 0.12% 170
2024
Q3 		$534K Buy
18,835
+788
+4% +$21.9K 0.17% 136
2024
Q2 		$447K Sell
18,047
-454
-2% -$11.2K 0.18% 118
2024
Q1 		$476K Buy
18,501
+246
+1% +$6.2K 0.19% 111
2023
Q4 		$463K Sell
18,255
-291
-2% -$7.25K 0.21% 114
2023
Q3 		$442K Buy
+18,546
New +$446K 0.28% 89
2023
Q1 		– Sell
-12,557
Closed -$297K – 142
2022
Q4 		$297K Sell
12,557
-3,701
-23% -$88.3K 0.32% 91
2022
Q3 		$346K Sell
16,258
-2,178
-12% -$57.8K 0.42% 74
2022
Q2 		$475K Sell
18,436
-489
-3% -$14.3K 0.36% 73
2022
Q1 		$582K Sell
18,925
-684
-3% -$18.6K 0.35% 83
2021
Q4 		$534K Buy
+19,609
New +$495K 0.23% 133

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
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

Harvest Investment Services's IVT Position: Q2 2026 in Review

Harvest Investment Services reduced its InvenTrust Properties (IVT) stake by 5.5% in Q2 2026, selling an estimated $16.7K and leaving 8,820 shares worth $312K. The position accounts for 0.05% of the portfolio, ranked #308.

Harvest Investment Services first reported a position in IVT in Q4 2021 and has held it in 17 quarters since. The position peaked at $582K in Q1 2022. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Harvest Investment Services held 8,820 shares of InvenTrust Properties worth $312K as of Q2 2026.
  • Harvest Investment Services sold 509 InvenTrust Properties shares in Q2 2026, an estimated $16.7K.
  • InvenTrust Properties made up 0.05% of Harvest Investment Services's portfolio in Q2 2026, its #308 holding.
  • Harvest Investment Services first reported a position in InvenTrust Properties in Q4 2021 and has held it in 17 quarters since.
  • Harvest Investment Services's InvenTrust Properties position peaked at $582K in Q1 2022.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.