Jacobs Levy Equity Management’s InvenTrust Properties IVT Stock Holding History

Jacobs Levy Equity 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
2026 Q2	$235K	Sell	6,627 -339,639	-98%	-$11.2M	﹤0.01%	900
2026 Q1	$10.5M	Sell	346,266 -64,683	-16%	-$1.95M	0.04%	298
2025 Q4	$11.6M	Sell	410,949 -240,054	-37%	-$6.76M	0.04%	284
2025 Q3	$18.6M	Buy	651,003 +30,661	+5%	+$869K	0.07%	210
2025 Q2	$17M	Buy	620,342 +20,587	+3%	+$572K	0.07%	230
2025 Q1	$17.6M	Buy	599,755 +71,436	+14%	+$2.11M	0.07%	246
2024 Q4	$15.9M	Buy	528,319 +6,340	+1%	+$191K	0.06%	242
2024 Q3	$14.8M	Buy	521,979 +34,737	+7%	+$964K	0.06%	275
2024 Q2	$12.1M	Buy	487,242 +473,179	+3,365%	+$11.7M	0.05%	302
2024 Q1	$362K	Buy	+14,063	New	+$354K	﹤0.01%	841

Other funds holding IVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jacobs Levy Equity Management's IVT Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its InvenTrust Properties (IVT) stake by 98% in Q2 2026, selling an estimated $11.2M and leaving 6,627 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Jacobs Levy Equity Management first reported a position in IVT in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.6M in Q3 2025. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Jacobs Levy Equity Management held 6,627 shares of InvenTrust Properties worth $235K as of Q2 2026.
Jacobs Levy Equity Management sold 339,639 InvenTrust Properties shares in Q2 2026, an estimated $11.2M.
InvenTrust Properties made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #900 holding.
Jacobs Levy Equity Management first reported a position in InvenTrust Properties in Q1 2024 and has held it in 10 quarters since.
Jacobs Levy Equity Management's InvenTrust Properties position peaked at $18.6M in Q3 2025.
342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.