KFG
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Kingdom Financial Group’s InvenTrust Properties IVT Stock Holding History

Kingdom Financial Group’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 		$103K Buy
3,382
+773
+30% +$23.3K 0.03% 202
2025
Q4 		$73.6K Buy
+2,609
New +$73.5K 0.02% 223

Other funds holding IVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 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

Kingdom Financial Group's IVT Position: Q1 2026 in Review

Kingdom Financial Group increased its InvenTrust Properties (IVT) stake by 30% in Q1 2026, buying an estimated $23.3K and bringing the position to 3,382 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #202.

Kingdom Financial Group first reported a position in IVT in Q4 2025 and has held it in 2 quarters since. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Kingdom Financial Group held 3,382 shares of InvenTrust Properties worth $103K as of Q1 2026.
  • Kingdom Financial Group bought 773 InvenTrust Properties shares in Q1 2026, an estimated $23.3K.
  • InvenTrust Properties made up 0.03% of Kingdom Financial Group's portfolio in Q1 2026, its #202 holding.
  • Kingdom Financial Group first reported a position in InvenTrust Properties in Q4 2025 and has held it in 2 quarters since.
  • 321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.