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Lazari Capital Management’s InvenTrust Properties IVT Stock Holding History

Lazari Capital 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
2024
Q2 		– Sell
-9,609
Closed -$247K – 147
2024
Q1 		$247K Sell
9,609
-473
-5% -$11.9K 0.13% 89
2023
Q4 		$255K Sell
10,082
-4,075
-29% -$102K 0.15% 87
2023
Q3 		$337K Hold
14,157
– – 0.2% 74
2023
Q2 		$328K Buy
+14,157
New +$319K 0.18% 79

Other funds holding IVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Lazari Capital Management's IVT Position: Q2 2024 in Review

Lazari Capital Management sold out of InvenTrust Properties (IVT) in Q2 2024, closing a stake of 9,609 shares — an estimated $247K sold.

Lazari Capital Management first reported a position in IVT in Q2 2023 and held it in 4 quarters. The position peaked at $337K in Q3 2023. 279 funds tracked by Wall St. Rank hold IVT as of Q2 2024.

  • Lazari Capital Management reported no remaining InvenTrust Properties position as of Q2 2024 after selling out during the quarter.
  • Lazari Capital Management sold 9,609 InvenTrust Properties shares in Q2 2024, an estimated $247K.
  • Lazari Capital Management first reported a position in InvenTrust Properties in Q2 2023 and held it in 4 quarters.
  • Lazari Capital Management's InvenTrust Properties position peaked at $337K in Q3 2023.
  • 279 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2024.

Based on Lazari Capital Management's 13F filing for Q2 2024, filed 9 Sep 2024.