MV Capital Management’s InvenTrust Properties IVT Stock Holding History

MV Capital 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 Q3	$7.02K	Hold	233	–	–	﹤0.01%	600
2026 Q2	$8.25K	Hold	233	–	–	﹤0.01%	570
2026 Q1	$7.1K	Hold	233	–	–	﹤0.01%	572
2025 Q4	$6.57K	Hold	233	–	–	﹤0.01%	580
2025 Q3	$6.67K	Hold	233	–	–	﹤0.01%	575
2025 Q2	$6.38K	Hold	233	–	–	﹤0.01%	585
2025 Q1	$6.84K	Hold	233	–	–	﹤0.01%	575
2024 Q4	$7.02K	Hold	233	–	–	﹤0.01%	565
2024 Q3	$6.61K	Hold	233	–	–	﹤0.01%	594
2024 Q2	$5.77K	Hold	233	–	–	﹤0.01%	592
2024 Q1	$5.99K	Hold	233	–	–	﹤0.01%	585
2023 Q4	$5.9K	Hold	233	–	–	﹤0.01%	584
2023 Q3	$5.55K	Hold	233	–	–	﹤0.01%	578
2023 Q2	$5.39K	Hold	233	–	–	﹤0.01%	587
2023 Q1	$5.45K	Hold	233	–	–	﹤0.01%	586
2022 Q4	$5.52K	Hold	233	–	–	﹤0.01%	543
2022 Q3	$5K	Sell	233 -963	-81%	-$25.6K	﹤0.01%	551
2022 Q2	$31K	Hold	1,196	–	–	0.01%	269
2022 Q1	$37K	Hold	1,196	–	–	0.01%	253
2021 Q4	$33K	Buy	+1,196	New	+$30.2K	﹤0.01%	259

Other funds holding IVT

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

MV Capital Management's IVT Position: Q3 2026 in Review

MV Capital Management held its InvenTrust Properties (IVT) position steady in Q3 2026 at 233 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

MV Capital Management first reported a position in IVT in Q4 2021 and has held it in 20 quarters since. The position peaked at $37K in Q1 2022. 172 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

MV Capital Management held 233 shares of InvenTrust Properties worth $7.02K as of Q3 2026.
MV Capital Management left its InvenTrust Properties share count unchanged in Q3 2026.
InvenTrust Properties made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #600 holding.
MV Capital Management first reported a position in InvenTrust Properties in Q4 2021 and has held it in 20 quarters since.
MV Capital Management's InvenTrust Properties position peaked at $37K in Q1 2022.
172 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.