Jim Simons
IVT icon

Jim Simons’s InvenTrust Properties IVT Stock Holding History

Jim Simons’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 		$3.72M Buy
+122,000
New +$3.68M 0.01% 1534
2025
Q4 		– Sell
-225,500
Closed -$6.45M – 3497
2025
Q3 		$6.45M Sell
225,500
-139,400
-38% -$3.95M 0.01% 1337
2025
Q2 		$10M Buy
364,900
+41,300
+13% +$1.15M 0.01% 1055
2025
Q1 		$9.5M Sell
323,600
-7,600
-2% -$224K 0.01% 1027
2024
Q4 		$9.98M Buy
331,200
+114,900
+53% +$3.46M 0.01% 1018
2024
Q3 		$6.14M Buy
216,300
+94,100
+77% +$2.61M 0.01% 1317
2024
Q2 		$3.03M Buy
122,200
+39,100
+47% +$967K 0.01% 1606
2024
Q1 		$2.14M Buy
83,100
+12,300
+17% +$310K ﹤0.01% 1988
2023
Q4 		$1.79M Buy
70,800
+44,100
+165% +$1.1M ﹤0.01% 2019
2023
Q3 		$636K Buy
26,700
+11,200
+72% +$269K ﹤0.01% 2604
2023
Q2 		$359K Buy
15,500
+5,500
+55% +$124K ﹤0.01% 3047
2023
Q1 		$234K Buy
+10,000
New +$236K ﹤0.01% 3216

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jim Simons's IVT Position: Q1 2026 in Review

Jim Simons opened a new position in InvenTrust Properties (IVT) in Q1 2026: 122,000 shares worth $3.72M. The stake represents 0.01% of the portfolio and ranks #1534 among its holdings. This is a return to the name: Jim Simons previously reported a position in IVT as recently as Q3 2025.

Jim Simons first reported a position in IVT in Q1 2023 and has held it in 12 quarters since. The position peaked at $10M in Q2 2025. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Jim Simons held 122,000 shares of InvenTrust Properties worth $3.72M as of Q1 2026.
  • InvenTrust Properties was a new Jim Simons position in Q1 2026.
  • InvenTrust Properties made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1534 holding.
  • Jim Simons first reported a position in InvenTrust Properties in Q1 2023 and has held it in 12 quarters since.
  • Jim Simons's InvenTrust Properties position peaked at $10M in Q2 2025.
  • 321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.