Institutional & Family Asset Management’s InvenTrust Properties IVT Stock Holding History

Institutional & Family Asset 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
2022 Q4	–	Sell	-57	Closed	-$1K	–	754
2022 Q3	$1K	Hold	57	–	–	﹤0.01%	641
2022 Q2	$1K	Sell	57 -25	-30%	-$731	﹤0.01%	660
2022 Q1	$3K	Hold	82	–	–	﹤0.01%	615
2021 Q4	$2K	Buy	+82	New	+$2.07K	﹤0.01%	667

Other funds holding IVT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Institutional & Family Asset Management's IVT Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of InvenTrust Properties (IVT) in Q4 2022, closing a stake of 57 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in IVT in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 245 funds tracked by Wall St. Rank hold IVT as of Q4 2022.

Institutional & Family Asset Management reported no remaining InvenTrust Properties position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 57 InvenTrust Properties shares in Q4 2022, an estimated $1K.
Institutional & Family Asset Management first reported a position in InvenTrust Properties in Q4 2021 and held it in 4 quarters.
Institutional & Family Asset Management's InvenTrust Properties position peaked at $3K in Q1 2022.
245 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.