Morgan Stanley
IVT icon

Morgan Stanley’s InvenTrust Properties IVT Stock Holding History

Morgan Stanley’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 		$15.3M Buy
433,125
+212,385
+96% +$6.98M ﹤0.01% 3344
2026
Q1 		$6.72M Sell
220,740
-87,970
-28% -$2.65M ﹤0.01% 3896
2025
Q4 		$8.71M Buy
308,710
+31,002
+11% +$873K ﹤0.01% 3717
2025
Q3 		$7.95M Buy
277,708
+19,851
+8% +$563K ﹤0.01% 3750
2025
Q2 		$7.07M Buy
257,857
+3,952
+2% +$110K ﹤0.01% 3770
2025
Q1 		$7.46M Sell
253,905
-86,171
-25% -$2.54M ﹤0.01% 3591
2024
Q4 		$10.2M Sell
340,076
-136,343
-29% -$4.1M ﹤0.01% 3390
2024
Q3 		$13.5M Sell
476,419
-463,625
-49% -$12.9M ﹤0.01% 3179
2024
Q2 		$23.3M Sell
940,044
-279,415
-23% -$6.91M ﹤0.01% 2486
2024
Q1 		$31.4M Sell
1,219,459
-193,374
-14% -$4.87M ﹤0.01% 2203
2023
Q4 		$35.8M Buy
1,412,833
+1,210,832
+599% +$30.2M ﹤0.01% 2068
2023
Q3 		$4.81M Sell
202,001
-158,404
-44% -$3.81M ﹤0.01% 3773
2023
Q2 		$8.34M Buy
360,405
+157,912
+78% +$3.56M ﹤0.01% 3334
2023
Q1 		$4.74M Buy
202,493
+52,715
+35% +$1.24M ﹤0.01% 3829
2022
Q4 		$3.55M Buy
149,778
+83,521
+126% +$1.99M ﹤0.01% 4039
2022
Q3 		$1.41M Buy
66,257
+29,851
+82% +$793K ﹤0.01% 4656
2022
Q2 		$939K Buy
36,406
+14,401
+65% +$421K ﹤0.01% 5049
2022
Q1 		$677K Sell
22,005
-200,864
-90% -$5.46M ﹤0.01% 5219
2021
Q4 		$6.08M Buy
+222,869
New +$5.63M ﹤0.01% 3508

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

Morgan Stanley's IVT Position: Q2 2026 in Review

Morgan Stanley increased its InvenTrust Properties (IVT) stake by 96% in Q2 2026, buying an estimated $6.98M and bringing the position to 433,125 shares worth $15.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3344.

Morgan Stanley first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. The position peaked at $35.8M in Q4 2023. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Morgan Stanley held 433,125 shares of InvenTrust Properties worth $15.3M as of Q2 2026.
  • Morgan Stanley bought 212,385 InvenTrust Properties shares in Q2 2026, an estimated $6.98M.
  • InvenTrust Properties made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3344 holding.
  • Morgan Stanley first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
  • Morgan Stanley's InvenTrust Properties position peaked at $35.8M in Q4 2023.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.