LPL Financial
IVT icon

LPL Financial’s InvenTrust Properties IVT Stock Holding History

LPL Financial’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 		$5.86M Sell
165,559
-6,208
-4% -$204K ﹤0.01% 2651
2026
Q1 		$5.23M Sell
171,767
-945
-0.5% -$28.5K ﹤0.01% 2580
2025
Q4 		$4.87M Buy
172,712
+11,474
+7% +$323K ﹤0.01% 2554
2025
Q3 		$4.61M Buy
161,238
+11,060
+7% +$313K ﹤0.01% 2542
2025
Q2 		$4.11M Sell
150,178
-6,805
-4% -$189K ﹤0.01% 2475
2025
Q1 		$4.61M Sell
156,983
-976
-0.6% -$28.8K ﹤0.01% 2218
2024
Q4 		$4.76M Buy
157,959
+9,360
+6% +$282K ﹤0.01% 2122
2024
Q3 		$4.22M Sell
148,599
-21,477
-13% -$596K ﹤0.01% 2132
2024
Q2 		$4.21M Buy
170,076
+5,416
+3% +$134K ﹤0.01% 1998
2024
Q1 		$4.23M Buy
164,660
+27,425
+20% +$691K ﹤0.01% 1917
2023
Q4 		$3.48M Buy
137,235
+5,728
+4% +$143K ﹤0.01% 1947
2023
Q3 		$3.13M Buy
131,507
+2,724
+2% +$65.5K ﹤0.01% 1925
2023
Q2 		$2.98M Buy
128,783
+544
+0.4% +$12.3K ﹤0.01% 1927
2023
Q1 		$3M Sell
128,239
-10,524
-8% -$248K ﹤0.01% 1839
2022
Q4 		$3.28M Sell
138,763
-7,522
-5% -$180K ﹤0.01% 1709
2022
Q3 		$3.12M Sell
146,285
-3,429
-2% -$91.1K ﹤0.01% 1686
2022
Q2 		$3.86M Buy
+149,714
New +$4.38M ﹤0.01% 1571

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

LPL Financial's IVT Position: Q2 2026 in Review

LPL Financial reduced its InvenTrust Properties (IVT) stake by 3.6% in Q2 2026, selling an estimated $204K and leaving 165,559 shares worth $5.86M. The position accounts for ﹤0.01% of the portfolio, ranked #2651.

LPL Financial first reported a position in IVT in Q2 2022 and has held it in 17 quarters since. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • LPL Financial held 165,559 shares of InvenTrust Properties worth $5.86M as of Q2 2026.
  • LPL Financial sold 6,208 InvenTrust Properties shares in Q2 2026, an estimated $204K.
  • InvenTrust Properties made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2651 holding.
  • LPL Financial first reported a position in InvenTrust Properties in Q2 2022 and has held it in 17 quarters since.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.