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Heritage Wealth Advisors’s InvenTrust Properties IVT Stock Holding History

Heritage Wealth Advisors’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 		$38.1K Hold
1,250
– – ﹤0.01% 363
2025
Q4 		$35.3K Hold
1,250
– – ﹤0.01% 353
2025
Q3 		$35.8K Hold
1,250
– – ﹤0.01% 329
2025
Q2 		$34.3K Buy
+1,250
New +$34.8K ﹤0.01% 329

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

Heritage Wealth Advisors's IVT Position: Q1 2026 in Review

Heritage Wealth Advisors held its InvenTrust Properties (IVT) position steady in Q1 2026 at 1,250 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Heritage Wealth Advisors first reported a position in IVT in Q2 2025 and has held it in 4 quarters since. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Heritage Wealth Advisors held 1,250 shares of InvenTrust Properties worth $38.1K as of Q1 2026.
  • Heritage Wealth Advisors left its InvenTrust Properties share count unchanged in Q1 2026.
  • InvenTrust Properties made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #363 holding.
  • Heritage Wealth Advisors first reported a position in InvenTrust Properties in Q2 2025 and has held it in 4 quarters since.
  • 321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.