Lazard Asset Management
IVT icon

Lazard Asset Management’s InvenTrust Properties IVT Stock Holding History

Lazard Asset 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 		– Sell
-53,403
Closed -$1.51M – 1980
2025
Q4 		$1.51M Buy
53,403
+1,924
+4% +$54.2K ﹤0.01% 1000
2025
Q3 		$1.47M Buy
51,479
+4,088
+9% +$116K ﹤0.01% 982
2025
Q2 		$1.3M Buy
47,391
+465
+1% +$12.9K ﹤0.01% 1182
2025
Q1 		$1.38M Buy
46,926
+8,388
+22% +$247K ﹤0.01% 1090
2024
Q4 		$1.16M Buy
38,538
+11,604
+43% +$349K ﹤0.01% 1089
2024
Q3 		$764K Buy
26,934
+21,141
+365% +$587K ﹤0.01% 1210
2024
Q2 		$143K Buy
+5,793
New +$143K ﹤0.01% 1651
2022
Q4 		– Sell
-1,114
Closed -$23K – 2476
2022
Q3 		$23K Buy
+1,114
New +$29.6K ﹤0.01% 2065

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management's IVT Position: Q1 2026 in Review

Lazard Asset Management sold out of InvenTrust Properties (IVT) in Q1 2026, closing a stake of 53,403 shares — an estimated $1.51M sold.

Lazard Asset Management first reported a position in IVT in Q3 2022 and held it in 8 quarters. The position peaked at $1.51M in Q4 2025. 322 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Lazard Asset Management reported no remaining InvenTrust Properties position as of Q1 2026 after selling out during the quarter.
  • Lazard Asset Management sold 53,403 InvenTrust Properties shares in Q1 2026, an estimated $1.51M.
  • Lazard Asset Management first reported a position in InvenTrust Properties in Q3 2022 and held it in 8 quarters.
  • Lazard Asset Management's InvenTrust Properties position peaked at $1.51M in Q4 2025.
  • 322 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.