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Hillsdale Investment Management’s InvenTrust Properties IVT Stock Holding History

Hillsdale Investment Management’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
2025
Q4 		– Sell
-230
Closed -$6.58K – 713
2025
Q3 		$6.58K Hold
230
– – ﹤0.01% 611
2025
Q2 		$6.3K Hold
230
– – ﹤0.01% 574
2025
Q1 		$6.75K Hold
230
– – ﹤0.01% 519
2024
Q4 		$6.93K Buy
+230
New +$6.92K ﹤0.01% 525

Other funds holding IVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Hillsdale Investment Management's IVT Position: Q4 2025 in Review

Hillsdale Investment Management sold out of InvenTrust Properties (IVT) in Q4 2025, closing a stake of 230 shares — an estimated $6.58K sold.

Hillsdale Investment Management first reported a position in IVT in Q4 2024 and held it in 4 quarters. The position peaked at $6.93K in Q4 2024. 300 funds tracked by Wall St. Rank hold IVT as of Q4 2025.

  • Hillsdale Investment Management reported no remaining InvenTrust Properties position as of Q4 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 230 InvenTrust Properties shares in Q4 2025, an estimated $6.58K.
  • Hillsdale Investment Management first reported a position in InvenTrust Properties in Q4 2024 and held it in 4 quarters.
  • Hillsdale Investment Management's InvenTrust Properties position peaked at $6.93K in Q4 2024.
  • 300 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2025.

Based on Hillsdale Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.