MML Investors Services’s InvenTrust Properties IVT Stock Holding History

MML Investors Services’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 Q2	$432K	Sell	12,208 -849	-7%	-$27.9K	﹤0.01%	2573
2026 Q1	$398K	Sell	13,057 -1,511	-10%	-$45.5K	﹤0.01%	2373
2025 Q4	$411K	Buy	14,568 +1,049	+8%	+$29.5K	﹤0.01%	2397
2025 Q3	$387K	Buy	13,519 +1,289	+11%	+$36.5K	﹤0.01%	2338
2025 Q2	$335K	Buy	12,230 +3,839	+46%	+$107K	﹤0.01%	2356
2025 Q1	$246K	Buy	8,391 +234	+3%	+$6.9K	﹤0.01%	2416
2024 Q4	$246K	Buy	+8,157	New	+$245K	﹤0.01%	2380
2023 Q3	–	Sell	-10,135	Closed	-$235K	–	2335
2023 Q2	$235K	Buy	+10,135	New	+$229K	﹤0.01%	2077
2022 Q1	–	Sell	-8,323	Closed	-$227K	–	2101
2021 Q4	$227K	Buy	+8,323	New	+$210K	﹤0.01%	1854

Other funds holding IVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

MML Investors Services's IVT Position: Q2 2026 in Review

MML Investors Services reduced its InvenTrust Properties (IVT) stake by 6.5% in Q2 2026, selling an estimated $27.9K and leaving 12,208 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #2573.

MML Investors Services first reported a position in IVT in Q4 2021 and has held it in 9 quarters since. 171 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

MML Investors Services held 12,208 shares of InvenTrust Properties worth $432K as of Q2 2026.
MML Investors Services sold 849 InvenTrust Properties shares in Q2 2026, an estimated $27.9K.
InvenTrust Properties made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2573 holding.
MML Investors Services first reported a position in InvenTrust Properties in Q4 2021 and has held it in 9 quarters since.
171 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.