Mather Group’s InvenTrust Properties IVT Stock Holding History

Mather Group’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 Q3	$9.23K	Buy	+306	New	+$10.2K	﹤0.01%	1671

Other funds holding IVT

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Mather Group's IVT Position: Q3 2026 in Review

Mather Group opened a new position in InvenTrust Properties (IVT) in Q3 2026: 306 shares worth $9.23K. The stake represents ﹤0.01% of the portfolio and ranks #1671 among its holdings.

58 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

Mather Group held 306 shares of InvenTrust Properties worth $9.23K as of Q3 2026.
InvenTrust Properties was a new Mather Group position in Q3 2026.
InvenTrust Properties made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1671 holding.
58 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.