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
Search
Sign in
Sign up
Morgan Stanley’s
InvenTrust Properties
IVT
Stock Holding History
Morgan Stanley’s Portfolio
IVT Stock Details
IVT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
-1,606,207
-57%
-$40.5M
﹤0.01%
2203
2023
Q4
$71.6M
Buy
2,825,666
+2,623,665
+1,299%
+$65.4M
﹤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
New York
$5.7T AUM
30.48%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$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
Sign up
Sign in
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
Theme
Close