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Mitsubishi UFJ Trust & Banking’s
InvenTrust Properties
IVT
Stock Holding History
Mitsubishi UFJ Trust & Banking’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
$12.5M
Buy
410,234
+39,315
+11%
+$1.18M
0.03%
455
2025
Q4
$10.5M
Sell
370,919
-21,700
-6%
-$611K
0.02%
512
2025
Q3
$11.2M
Sell
392,619
-2,736
-0.7%
-$77.5K
0.02%
533
2025
Q2
$10.8M
Sell
395,355
-30,335
-7%
-$843K
0.03%
523
2025
Q1
$12.5M
Sell
425,690
-83,456
-16%
-$2.46M
0.03%
487
2024
Q4
$15.3M
Sell
509,146
-11,081
-2%
-$333K
0.04%
459
2024
Q3
$14.8M
Sell
520,227
-6,337
-1%
-$176K
0.03%
486
2024
Q2
$13M
Sell
526,564
-51,275
-9%
-$1.27M
0.03%
491
2024
Q1
$14.4M
Sell
577,839
-156,690
-21%
-$3.95M
0.03%
484
2023
Q4
$18.6M
Buy
734,529
+57,157
+8%
+$1.42M
0.04%
408
2023
Q3
$16.1M
Buy
677,372
+38,787
+6%
+$933K
0.04%
425
2023
Q2
$14.8M
Buy
638,585
+83,552
+15%
+$1.88M
0.03%
467
2023
Q1
$13M
Sell
555,033
-19,396
-3%
-$458K
0.03%
489
2022
Q4
$13.6M
Buy
574,429
+7,249
+1%
+$173K
0.04%
478
2022
Q3
$12.1M
Buy
567,180
+15,170
+3%
+$403K
0.03%
471
2022
Q2
$14.2M
Sell
552,010
-315,416
-36%
-$9.23M
0.04%
450
2022
Q1
$26.7M
Buy
+867,426
New
+$23.6M
0.06%
324
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1-Year Est. Return
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$1.91T AUM
VCM
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$4.04T AUM
State Street
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$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
$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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