IF
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Intrua Financial’s InvenTrust Properties IVT Stock Holding History

Intrua Financial’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
Q2 		$369K Sell
10,424
-253
-2% -$8.31K 0.03% 349
2026
Q1 		$325K Buy
10,677
+2
+0% +$60 0.03% 347
2025
Q4 		$301K Buy
10,675
+2
+0% +$56 0.03% 361
2025
Q3 		$305K Sell
10,673
-916
-8% -$26K 0.03% 352
2025
Q2 		$318K Sell
11,589
-308
-3% -$8.56K 0.04% 281
2025
Q1 		$349K Sell
11,897
-567
-5% -$16.7K 0.05% 254
2024
Q4 		$376K Buy
12,464
+991
+9% +$29.8K 0.06% 241
2024
Q3 		$325K Sell
11,473
-763
-6% -$21.2K 0.05% 289
2024
Q2 		$303K Sell
12,236
-42
-0.3% -$1.04K 0.05% 300
2024
Q1 		$316K Sell
12,278
-510
-4% -$12.8K 0.05% 311
2023
Q4 		$324K Sell
12,788
-1,933
-13% -$48.2K 0.05% 305
2023
Q3 		$351K Buy
14,721
+471
+3% +$11.3K 0.06% 249
2023
Q2 		$330K Buy
14,250
+636
+5% +$14.3K 0.06% 261
2023
Q1 		$296K Sell
13,614
-156
-1% -$3.68K 0.06% 257
2022
Q4 		$332K Buy
13,770
+1,744
+15% +$41.6K 0.08% 240
2022
Q3 		$257K Buy
12,026
+1,552
+15% +$41.2K 0.07% 252
2022
Q2 		$270K Buy
+10,474
New +$306K 0.06% 300

Other funds holding IVT

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Intrua Financial's IVT Position: Q2 2026 in Review

Intrua Financial reduced its InvenTrust Properties (IVT) stake by 2.4% in Q2 2026, selling an estimated $8.31K and leaving 10,424 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #349.

Intrua Financial first reported a position in IVT in Q2 2022 and has held it in 17 quarters since. The position peaked at $376K in Q4 2024. 71 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Intrua Financial held 10,424 shares of InvenTrust Properties worth $369K as of Q2 2026.
  • Intrua Financial sold 253 InvenTrust Properties shares in Q2 2026, an estimated $8.31K.
  • InvenTrust Properties made up 0.03% of Intrua Financial's portfolio in Q2 2026, its #349 holding.
  • Intrua Financial first reported a position in InvenTrust Properties in Q2 2022 and has held it in 17 quarters since.
  • Intrua Financial's InvenTrust Properties position peaked at $376K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.