Loomis, Sayles & Company
IVT icon

Loomis, Sayles & Company’s InvenTrust Properties IVT Stock Holding History

Loomis, Sayles & Company’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 		$27.5K Hold
902
– – ﹤0.01% 658
2025
Q4 		$25.4K Hold
902
– – ﹤0.01% 671
2025
Q3 		$25.8K Sell
902
-48
-5% -$1.36K ﹤0.01% 681
2025
Q2 		$26K Buy
+950
New +$26.4K ﹤0.01% 683

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BlackRock
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Principal Financial Group
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company's IVT Position: Q1 2026 in Review

Loomis, Sayles & Company held its InvenTrust Properties (IVT) position steady in Q1 2026 at 902 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Loomis, Sayles & Company first reported a position in IVT in Q2 2025 and has held it in 4 quarters since. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Loomis, Sayles & Company held 902 shares of InvenTrust Properties worth $27.5K as of Q1 2026.
  • Loomis, Sayles & Company left its InvenTrust Properties share count unchanged in Q1 2026.
  • InvenTrust Properties made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #658 holding.
  • Loomis, Sayles & Company first reported a position in InvenTrust Properties in Q2 2025 and has held it in 4 quarters since.
  • 321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.