Legal & General Group
IVT icon

Legal & General Group’s InvenTrust Properties IVT Stock Holding History

Legal & General 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
Q2 		$18.4M Buy
519,034
+115,190
+29% +$3.78M ﹤0.01% 916
2026
Q1 		$12.3M Sell
403,844
-36,529
-8% -$1.1M ﹤0.01% 1030
2025
Q4 		$12.4M Buy
440,373
+50,610
+13% +$1.43M ﹤0.01% 1052
2025
Q3 		$11.2M Sell
389,763
-37,313
-9% -$1.06M ﹤0.01% 1149
2025
Q2 		$11.7M Buy
427,076
+13,221
+3% +$368K ﹤0.01% 1106
2025
Q1 		$12.2M Buy
413,855
+6,234
+2% +$184K ﹤0.01% 1037
2024
Q4 		$12.3M Buy
407,621
+12,921
+3% +$389K ﹤0.01% 1072
2024
Q3 		$11.2M Sell
394,700
-47,107
-11% -$1.31M ﹤0.01% 1124
2024
Q2 		$10.9M Sell
441,807
-64,720
-13% -$1.6M ﹤0.01% 1090
2024
Q1 		$13M Buy
506,527
+422
+0.1% +$10.6K ﹤0.01% 1007
2023
Q4 		$12.8M Buy
506,105
+17,521
+4% +$437K ﹤0.01% 997
2023
Q3 		$11.6M Buy
488,584
+11,559
+2% +$278K ﹤0.01% 999
2023
Q2 		$11M Buy
477,025
+32,853
+7% +$741K ﹤0.01% 1060
2023
Q1 		$10.4M Buy
444,172
+41,615
+10% +$982K ﹤0.01% 1049
2022
Q4 		$9.53M Buy
402,557
+13,602
+3% +$325K ﹤0.01% 1076
2022
Q3 		$8.3M Buy
388,955
+42,184
+12% +$1.12M ﹤0.01% 1122
2022
Q2 		$8.94M Buy
346,771
+40,107
+13% +$1.17M ﹤0.01% 1118
2022
Q1 		$9.45M Sell
306,664
-42,976
-12% -$1.17M ﹤0.01% 1186
2021
Q4 		$9.53M Buy
+349,640
New +$8.83M ﹤0.01% 1229

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Legal & General Group's IVT Position: Q2 2026 in Review

Legal & General Group increased its InvenTrust Properties (IVT) stake by 29% in Q2 2026, buying an estimated $3.78M and bringing the position to 519,034 shares worth $18.4M. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Legal & General Group first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. 343 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Legal & General Group held 519,034 shares of InvenTrust Properties worth $18.4M as of Q2 2026.
  • Legal & General Group bought 115,190 InvenTrust Properties shares in Q2 2026, an estimated $3.78M.
  • InvenTrust Properties made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #916 holding.
  • Legal & General Group first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
  • 343 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.