MA
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MCF Advisors’s InvenTrust Properties IVT Stock Holding History

MCF Advisors’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 		$11.9K Buy
389
+5
+1% +$151 ﹤0.01% 935
2025
Q4 		$10.8K Hold
384
– – ﹤0.01% 811
2025
Q3 		$11K Hold
384
– – ﹤0.01% 677
2025
Q2 		$10.5K Hold
384
– – ﹤0.01% 642
2025
Q1 		$11.3K Hold
384
– – ﹤0.01% 632
2024
Q4 		$11.6K Hold
384
– – ﹤0.01% 636
2024
Q3 		$10.9K Hold
384
– – ﹤0.01% 637
2024
Q2 		$9.51K Sell
384
-178
-32% -$4.4K ﹤0.01% 650
2024
Q1 		$14.5K Sell
562
-202
-26% -$5.09K ﹤0.01% 578
2023
Q4 		$19.4K Buy
764
+380
+99% +$9.47K ﹤0.01% 503
2023
Q3 		$9.14K Hold
384
– – ﹤0.01% 591
2023
Q2 		$8.89K Sell
384
-26
-6% -$587 ﹤0.01% 574
2023
Q1 		$9.59K Hold
410
– – ﹤0.01% 577
2022
Q4 		$9.71K Hold
410
– – ﹤0.01% 536
2022
Q3 		$9K Hold
410
– – ﹤0.01% 562
2022
Q2 		$11K Hold
410
– – ﹤0.01% 503
2022
Q1 		$13K Buy
+410
New +$11.2K ﹤0.01% 501

Other funds holding IVT

BlackRock
BlackRock New York $5.7T 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 $134B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return