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
Q2 		$31.9K Hold
902
– – ﹤0.01% 665
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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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

Loomis, Sayles & Company's IVT Position: Q2 2026 in Review

Loomis, Sayles & Company held its InvenTrust Properties (IVT) position steady in Q2 2026 at 902 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Loomis, Sayles & Company first reported a position in IVT in Q2 2025 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Loomis, Sayles & Company held 902 shares of InvenTrust Properties worth $31.9K as of Q2 2026.
  • Loomis, Sayles & Company left its InvenTrust Properties share count unchanged in Q2 2026.
  • InvenTrust Properties made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #665 holding.
  • Loomis, Sayles & Company first reported a position in InvenTrust Properties in Q2 2025 and has held it in 5 quarters since.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.