Merit Financial Group
IVT icon

Merit Financial Group’s InvenTrust Properties IVT Stock Holding History

Merit Financial 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 		$515K Buy
17,071
+3,341
+24% +$112K ﹤0.01% 1555
2026
Q2 		$486K Buy
13,730
+144
+1% +$4.73K ﹤0.01% 1508
2026
Q1 		$414K Buy
13,586
+2,820
+26% +$85K ﹤0.01% 1480
2025
Q4 		$304K Buy
10,766
+259
+2% +$7.29K ﹤0.01% 1561
2025
Q3 		$301K Buy
10,507
+227
+2% +$6.43K ﹤0.01% 1452
2025
Q2 		$282K Buy
10,280
+201
+2% +$5.59K ﹤0.01% 1372
2025
Q1 		$296K Buy
+10,079
New +$297K ﹤0.01% 1126
2024
Q4 		– Sell
-30,951
Closed -$878K – 1176
2024
Q3 		$878K Buy
+30,951
New +$859K 0.02% 453
2022
Q3 		– Sell
-37,195
Closed -$959K – 610
2022
Q2 		$959K Buy
+37,195
New +$1.09M 0.03% 267

Other funds holding IVT

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Merit Financial Group's IVT Position: Q3 2026 in Review

Merit Financial Group increased its InvenTrust Properties (IVT) stake by 24% in Q3 2026, buying an estimated $112K and bringing the position to 17,071 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Merit Financial Group first reported a position in IVT in Q2 2022 and has held it in 9 quarters since. The position peaked at $959K in Q2 2022. 240 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

  • Merit Financial Group held 17,071 shares of InvenTrust Properties worth $515K as of Q3 2026.
  • Merit Financial Group bought 3,341 InvenTrust Properties shares in Q3 2026, an estimated $112K.
  • InvenTrust Properties made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1555 holding.
  • Merit Financial Group first reported a position in InvenTrust Properties in Q2 2022 and has held it in 9 quarters since.
  • Merit Financial Group's InvenTrust Properties position peaked at $959K in Q2 2022.
  • 240 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.