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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jacobs Levy Equity Management's IVT Position: Q1 2026 in Review

Jacobs Levy Equity Management reduced its InvenTrust Properties (IVT) stake by 16% in Q1 2026, selling an estimated $1.95M and leaving 346,266 shares worth $10.5M. The position accounts for 0.04% of the portfolio, ranked #298.

Jacobs Levy Equity Management first reported a position in IVT in Q1 2024 and has held it in 9 quarters since. The position peaked at $18.6M in Q3 2025. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

Jacobs Levy Equity Management held 346,266 shares of InvenTrust Properties worth $10.5M as of Q1 2026.
Jacobs Levy Equity Management sold 64,683 InvenTrust Properties shares in Q1 2026, an estimated $1.95M.
InvenTrust Properties made up 0.04% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #298 holding.
Jacobs Levy Equity Management first reported a position in InvenTrust Properties in Q1 2024 and has held it in 9 quarters since.
Jacobs Levy Equity Management's InvenTrust Properties position peaked at $18.6M in Q3 2025.
321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.