Mercer Global Advisors’s InvenTrust Properties IVT Stock Holding History

Mercer Global 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	$392K	Buy	12,866 +3,864	+43%	+$116K	﹤0.01%	2184
2025 Q4	$254K	Buy	+9,002	New	+$253K	﹤0.01%	2368
2025 Q1	–	Sell	-11,136	Closed	-$336K	–	2212
2024 Q4	$336K	Buy	11,136 +4,176	+60%	+$126K	﹤0.01%	1679
2024 Q3	$201K	Buy	+6,960	New	+$193K	﹤0.01%	1809
2023 Q2	–	Sell	-14,222	Closed	-$323K	–	1982
2023 Q1	$323K	Sell	14,222 -580	-4%	-$13.7K	﹤0.01%	1465
2022 Q4	$349K	Buy	+14,802	New	+$353K	﹤0.01%	1420
2022 Q3	–	Sell	-9,472	Closed	-$244K	–	1873
2022 Q2	$244K	Sell	9,472 -12,333	-57%	-$361K	﹤0.01%	1526
2022 Q1	$671K	Buy	21,805 +4,716	+28%	+$128K	﹤0.01%	1085
2021 Q4	$478K	Buy	+17,089	New	+$431K	﹤0.01%	1238

Other funds holding IVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors's IVT Position: Q1 2026 in Review

Mercer Global Advisors increased its InvenTrust Properties (IVT) stake by 43% in Q1 2026, buying an estimated $116K and bringing the position to 12,866 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Mercer Global Advisors first reported a position in IVT in Q4 2021 and has held it in 9 quarters since. The position peaked at $671K in Q1 2022. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

Mercer Global Advisors held 12,866 shares of InvenTrust Properties worth $392K as of Q1 2026.
Mercer Global Advisors bought 3,864 InvenTrust Properties shares in Q1 2026, an estimated $116K.
InvenTrust Properties made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2184 holding.
Mercer Global Advisors first reported a position in InvenTrust Properties in Q4 2021 and has held it in 9 quarters since.
Mercer Global Advisors's InvenTrust Properties position peaked at $671K in Q1 2022.
321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.