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Mount Yale Investment Advisors’s InvenTrust Properties IVT Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-721
Closed -$19.8K – 1138
2025
Q2 		$19.8K Buy
+721
New +$20K ﹤0.01% 1046

Other funds holding IVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mount Yale Investment Advisors's IVT Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of InvenTrust Properties (IVT) in Q3 2025, closing a stake of 721 shares — an estimated $19.8K sold.

Mount Yale Investment Advisors first reported a position in IVT in Q2 2025 and held it in 1 quarter. The position peaked at $19.8K in Q2 2025. 302 funds tracked by Wall St. Rank hold IVT as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining InvenTrust Properties position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 721 InvenTrust Properties shares in Q3 2025, an estimated $19.8K.
  • Mount Yale Investment Advisors first reported a position in InvenTrust Properties in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's InvenTrust Properties position peaked at $19.8K in Q2 2025.
  • 302 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.