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 – 2477
2022
Q3 		$23K Buy
+1,114
New +$29.6K ﹤0.01% 2065

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VPM
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VCM
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Geode Capital Management
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Charles Schwab
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Millennium Management
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return