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Mitsubishi UFJ Asset Management’s
InvenTrust Properties
IVT
Stock Holding History
Mitsubishi UFJ Asset Management’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
$1.96M
Buy
64,239
+3,449
+6%
+$104K
﹤0.01%
730
2025
Q4
$1.69M
Buy
60,790
+2,728
+5%
+$76.8K
﹤0.01%
764
2025
Q3
$1.66M
Buy
58,062
+2,000
+4%
+$56.7K
﹤0.01%
750
2025
Q2
$1.54M
Buy
56,062
+4,073
+8%
+$113K
﹤0.01%
756
2025
Q1
$1.53M
Sell
51,989
-405
-0.8%
-$11.9K
﹤0.01%
761
2024
Q4
$1.58M
Buy
52,394
+3,572
+7%
+$107K
﹤0.01%
763
2024
Q3
$1.39M
Buy
48,822
+4,200
+9%
+$117K
﹤0.01%
772
2024
Q2
$1.1M
Buy
44,622
+3,321
+8%
+$82.1K
﹤0.01%
777
2024
Q1
$1.06M
Hold
41,301
–
–
﹤0.01%
797
2023
Q4
$1.04M
Hold
41,301
–
–
﹤0.01%
807
2023
Q3
$983K
Buy
41,301
+3,145
+8%
+$75.6K
﹤0.01%
812
2023
Q2
$883K
Hold
38,156
–
–
﹤0.01%
833
2023
Q1
$893K
Buy
38,156
+3,590
+10%
+$84.7K
﹤0.01%
829
2022
Q4
$798K
Buy
34,566
+3,216
+10%
+$76.8K
﹤0.01%
825
2022
Q3
$669K
Hold
31,350
–
–
﹤0.01%
846
2022
Q2
$809K
Buy
31,350
+2,900
+10%
+$84.8K
﹤0.01%
824
2022
Q1
$876K
Buy
+28,450
New
+$774K
﹤0.01%
859
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1-Year Est. Return
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State Street
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$2.9T AUM
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1-Year Est. Return
Fidelity Investments
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$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
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$654B AUM
26.35%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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