Longboard Asset Management’s InvenTrust Properties IVT Stock Holding History

Longboard 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 Q2	$268K	Hold	7,572	–	–	4.49%	3
2026 Q1	$231K	Hold	7,572	–	–	3.99%	10
2025 Q4	$214K	Hold	7,572	–	–	1.36%	40
2025 Q3	$217K	Hold	7,572	–	–	0.35%	177
2025 Q2	$207K	Hold	7,572	–	–	0.52%	139
2025 Q1	$222K	Hold	7,572	–	–	0.65%	78
2024 Q4	$228K	Buy	+7,572	New	+$228K	0.6%	63

Other funds holding IVT

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Longboard Asset Management's IVT Position: Q2 2026 in Review

Longboard Asset Management held its InvenTrust Properties (IVT) position steady in Q2 2026 at 7,572 shares worth $268K. The position accounts for 4.49% of the portfolio, ranked #3.

Longboard Asset Management first reported a position in IVT in Q4 2024 and has held it in 7 quarters since. 83 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Longboard Asset Management held 7,572 shares of InvenTrust Properties worth $268K as of Q2 2026.
Longboard Asset Management left its InvenTrust Properties share count unchanged in Q2 2026.
InvenTrust Properties made up 4.49% of Longboard Asset Management's portfolio in Q2 2026, its #3 holding.
Longboard Asset Management first reported a position in InvenTrust Properties in Q4 2024 and has held it in 7 quarters since.
83 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Longboard Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.