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HighTower Advisors’s
InvenTrust Properties
IVT
Stock Holding History
HighTower Advisors’s Portfolio
IVT Stock Details
IVT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$633K
Buy
20,771
+236
+1%
+$7.11K
﹤0.01%
2525
2025
Q4
$579K
Sell
20,535
-20,040
-49%
-$564K
﹤0.01%
2503
2025
Q3
$1.16M
Sell
40,575
-1,434
-3%
-$40.6K
﹤0.01%
2000
2025
Q2
$1.15M
Sell
42,009
-2,539
-6%
-$70.6K
﹤0.01%
1920
2025
Q1
$1.31M
Sell
44,548
-3,003
-6%
-$88.5K
﹤0.01%
1787
2024
Q4
$1.43M
Sell
47,551
-4,004
-8%
-$120K
﹤0.01%
1731
2024
Q3
$1.46M
Sell
51,555
-24,753
-32%
-$687K
﹤0.01%
1692
2024
Q2
$1.89M
Sell
76,308
-18,070
-19%
-$447K
﹤0.01%
1479
2024
Q1
$2.42M
Sell
94,378
-7,173
-7%
-$181K
﹤0.01%
1335
2023
Q4
$2.57M
Sell
101,551
-2,659
-3%
-$66.3K
﹤0.01%
1303
2023
Q3
$2.48M
Buy
104,210
+23,752
+30%
+$571K
﹤0.01%
1266
2023
Q2
$1.86M
Sell
80,458
-1,073
-1%
-$24.2K
﹤0.01%
1394
2023
Q1
$1.91M
Sell
81,531
-24
-0%
-$566
﹤0.01%
1306
2022
Q4
$1.93M
Sell
81,555
-14,282
-15%
-$341K
﹤0.01%
1305
2022
Q3
$2.04M
Sell
95,837
-4,241
-4%
-$113K
0.01%
1228
2022
Q2
$2.58M
Sell
100,078
-11,770
-11%
-$344K
0.01%
1118
2022
Q1
$3.44M
Sell
111,848
-67,002
-37%
-$1.82M
0.01%
1077
2021
Q4
$4.88M
Buy
+178,850
New
+$4.51M
0.01%
918
Other funds holding IVT
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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