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MAI Capital Management’s InvenTrust Properties IVT Stock Holding History

MAI Capital 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 		– Sell
-3,086
Closed -$94K – 3412
2026
Q1 		$94K Sell
3,086
-196
-6% -$5.91K ﹤0.01% 1870
2025
Q4 		$92.6K Buy
3,282
+4
+0.1% +$113 ﹤0.01% 1696
2025
Q3 		$93.8K Sell
3,278
-296
-8% -$8.39K ﹤0.01% 1607
2025
Q2 		$97.9K Buy
3,574
+12
+0.3% +$334 ﹤0.01% 1497
2025
Q1 		$105K Buy
3,562
+3
+0.1% +$88 ﹤0.01% 1387
2024
Q4 		$107K Buy
+3,559
New +$107K ﹤0.01% 1400

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

MAI Capital Management's IVT Position: Q2 2026 in Review

MAI Capital Management sold out of InvenTrust Properties (IVT) in Q2 2026, closing a stake of 3,086 shares — an estimated $94K sold.

MAI Capital Management first reported a position in IVT in Q4 2024 and held it in 6 quarters. The position peaked at $107K in Q4 2024. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • MAI Capital Management reported no remaining InvenTrust Properties position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 3,086 InvenTrust Properties shares in Q2 2026, an estimated $94K.
  • MAI Capital Management first reported a position in InvenTrust Properties in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's InvenTrust Properties position peaked at $107K in Q4 2024.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.