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Moran Wealth Management’s InvenTrust Properties IVT Stock Holding History

Moran Wealth 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
Q2 		$1.28M Sell
36,242
-1,123
-3% -$36.9K 0.04% 365
2026
Q1 		$1.14M Sell
37,365
-15,939
-30% -$480K 0.03% 354
2025
Q4 		$1.5M Buy
53,304
+1,703
+3% +$48K 0.05% 319
2025
Q3 		$1.48M Sell
51,601
-1,100
-2% -$31.2K 0.04% 306
2025
Q2 		$1.44M Buy
+52,701
New +$1.47M 0.04% 301
2023
Q4 		– Sell
-50,770
Closed -$1.21M – 440
2023
Q3 		$1.21M Buy
+50,770
New +$1.22M 0.05% 247

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Moran Wealth Management's IVT Position: Q2 2026 in Review

Moran Wealth Management reduced its InvenTrust Properties (IVT) stake by 3% in Q2 2026, selling an estimated $36.9K and leaving 36,242 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #365.

Moran Wealth Management first reported a position in IVT in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.5M in Q4 2025. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Moran Wealth Management held 36,242 shares of InvenTrust Properties worth $1.28M as of Q2 2026.
  • Moran Wealth Management sold 1,123 InvenTrust Properties shares in Q2 2026, an estimated $36.9K.
  • InvenTrust Properties made up 0.04% of Moran Wealth Management's portfolio in Q2 2026, its #365 holding.
  • Moran Wealth Management first reported a position in InvenTrust Properties in Q3 2023 and has held it in 6 quarters since.
  • Moran Wealth Management's InvenTrust Properties position peaked at $1.5M in Q4 2025.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.