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Lindbrook Capital’s InvenTrust Properties IVT Stock Holding History

Lindbrook Capital’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
2025
Q1 		$705 Sell
24
-65
-73% -$1.92K ﹤0.01% 2543
2024
Q4 		$2.68K Hold
89
– – ﹤0.01% 2213
2024
Q3 		$2.52K Buy
89
+6
+7% +$166 ﹤0.01% 2275
2024
Q2 		$2.06K Buy
+83
New +$2.05K ﹤0.01% 2333
2023
Q1 		– Sell
-8
Closed -$189 – 2846
2022
Q4 		$189 Buy
+8
New +$191 ﹤0.01% 2731

Other funds holding IVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lindbrook Capital's IVT Position: Q1 2025 in Review

Lindbrook Capital reduced its InvenTrust Properties (IVT) stake by 73% in Q1 2025, selling an estimated $1.92K and leaving 24 shares worth $705. The position accounts for ﹤0.01% of the portfolio, ranked #2543.

Lindbrook Capital first reported a position in IVT in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.68K in Q4 2024. 301 funds tracked by Wall St. Rank hold IVT as of Q1 2025.

  • Lindbrook Capital held 24 shares of InvenTrust Properties worth $705 as of Q1 2025.
  • Lindbrook Capital sold 65 InvenTrust Properties shares in Q1 2025, an estimated $1.92K.
  • InvenTrust Properties made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2543 holding.
  • Lindbrook Capital first reported a position in InvenTrust Properties in Q4 2022 and has held it in 5 quarters since.
  • Lindbrook Capital's InvenTrust Properties position peaked at $2.68K in Q4 2024.
  • 301 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.