IFP Advisors
IVT icon

IFP Advisors’s InvenTrust Properties IVT Stock Holding History

IFP 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
Q3 		$138K Hold
4,587
– – ﹤0.01% 1758
2026
Q2 		$162K Sell
4,587
-1,464
-24% -$48.1K ﹤0.01% 1653
2026
Q1 		$184K Buy
6,051
+1,433
+31% +$43.2K ﹤0.01% 1442
2025
Q4 		$130K Sell
4,618
-69
-1% -$1.94K ﹤0.01% 1620
2025
Q3 		$134K Buy
4,687
+172
+4% +$4.87K ﹤0.01% 1502
2025
Q2 		$134K Sell
4,515
-155
-3% -$4.31K ﹤0.01% 1476
2025
Q1 		$137K Sell
4,670
-3,849
-45% -$113K ﹤0.01% 1353
2024
Q4 		$257K Sell
8,519
-350
-4% -$10.5K 0.01% 1019
2024
Q3 		$252K Sell
8,869
-210
-2% -$5.83K 0.01% 982
2024
Q2 		$225K Buy
9,079
+3,106
+52% +$76.8K 0.01% 988
2024
Q1 		$154K Hold
5,973
– – 0.01% 1124
2023
Q4 		$151K Sell
5,973
-694
-10% -$17.3K 0.01% 1084
2023
Q3 		$159K Sell
6,667
-147
-2% -$3.54K 0.01% 1062
2023
Q2 		$158K Sell
6,814
-728
-10% -$16.4K 0.01% 1132
2023
Q1 		$218K Sell
7,542
-3,955
-34% -$93.3K 0.01% 918
2022
Q4 		$331K Sell
11,497
-1,148
-9% -$27.4K 0.01% 1092
2022
Q3 		$364K Buy
12,645
+259
+2% +$6.88K 0.01% 1081
2022
Q2 		$357K Hold
12,386
– – 0.01% 989
2022
Q1 		$357K Buy
12,386
+6,741
+119% +$183K 0.01% 989
2021
Q4 		$153K Buy
+5,645
New +$142K ﹤0.01% 1082

Other funds holding IVT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $350M AUM 2.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

IFP Advisors's IVT Position: Q3 2026 in Review

IFP Advisors held its InvenTrust Properties (IVT) position steady in Q3 2026 at 4,587 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

IFP Advisors first reported a position in IVT in Q4 2021 and has held it in 20 quarters since. The position peaked at $364K in Q3 2022. 282 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

  • IFP Advisors held 4,587 shares of InvenTrust Properties worth $138K as of Q3 2026.
  • IFP Advisors left its InvenTrust Properties share count unchanged in Q3 2026.
  • InvenTrust Properties made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1758 holding.
  • IFP Advisors first reported a position in InvenTrust Properties in Q4 2021 and has held it in 20 quarters since.
  • IFP Advisors's InvenTrust Properties position peaked at $364K in Q3 2022.
  • 282 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.