Marshall Wace
IVT icon

Marshall Wace’s InvenTrust Properties IVT Stock Holding History

Marshall Wace’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 		$3.63M Buy
+119,155
New +$3.59M ﹤0.01% 1468
2025
Q3 		– Sell
-135,107
Closed -$3.7M – 3128
2025
Q2 		$3.7M Buy
+135,107
New +$3.76M ﹤0.01% 1290
2024
Q4 		– Sell
-160,776
Closed -$4.56M – 2787
2024
Q3 		$4.56M Buy
160,776
+85,277
+113% +$2.37M 0.01% 1028
2024
Q2 		$1.87M Sell
75,499
-73,427
-49% -$1.82M ﹤0.01% 1408
2024
Q1 		$3.83M Sell
148,926
-177,169
-54% -$4.46M 0.01% 1105
2023
Q4 		$8.26M Buy
+326,095
New +$8.13M 0.01% 740

Other funds holding IVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
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

Marshall Wace's IVT Position: Q1 2026 in Review

Marshall Wace opened a new position in InvenTrust Properties (IVT) in Q1 2026: 119,155 shares worth $3.63M. The stake represents ﹤0.01% of the portfolio and ranks #1468 among its holdings. This is a return to the name: Marshall Wace previously reported a position in IVT as recently as Q2 2025.

Marshall Wace first reported a position in IVT in Q4 2023 and has held it in 6 quarters since. The position peaked at $8.26M in Q4 2023. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Marshall Wace held 119,155 shares of InvenTrust Properties worth $3.63M as of Q1 2026.
  • InvenTrust Properties was a new Marshall Wace position in Q1 2026.
  • InvenTrust Properties made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1468 holding.
  • Marshall Wace first reported a position in InvenTrust Properties in Q4 2023 and has held it in 6 quarters since.
  • Marshall Wace's InvenTrust Properties position peaked at $8.26M in Q4 2023.
  • 321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.