Jackson Creek Investment Advisors’s InvenTrust Properties IVT Stock Holding History

Jackson Creek Investment 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
2025 Q4	–	Sell	-58,573	Closed	-$1.68M	–	331
2025 Q3	$1.68M	Sell	58,573 -23	-0%	-$652	0.49%	93
2025 Q2	$1.61M	Buy	58,596 +7,910	+16%	+$220K	0.43%	115
2025 Q1	$1.49M	Sell	50,686 -33	-0.1%	-$973	0.47%	68
2024 Q4	$1.53M	Sell	50,719 -1,568	-3%	-$47.2K	0.46%	94
2024 Q3	$1.48M	Buy	+52,287	New	+$1.45M	0.44%	122

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Jackson Creek Investment Advisors's IVT Position: Q4 2025 in Review

Jackson Creek Investment Advisors sold out of InvenTrust Properties (IVT) in Q4 2025, closing a stake of 58,573 shares — an estimated $1.68M sold.

Jackson Creek Investment Advisors first reported a position in IVT in Q3 2024 and held it in 5 quarters. The position peaked at $1.68M in Q3 2025. 300 funds tracked by Wall St. Rank hold IVT as of Q4 2025.

Jackson Creek Investment Advisors reported no remaining InvenTrust Properties position as of Q4 2025 after selling out during the quarter.
Jackson Creek Investment Advisors sold 58,573 InvenTrust Properties shares in Q4 2025, an estimated $1.68M.
Jackson Creek Investment Advisors first reported a position in InvenTrust Properties in Q3 2024 and held it in 5 quarters.
Jackson Creek Investment Advisors's InvenTrust Properties position peaked at $1.68M in Q3 2025.
300 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.