NRD
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Nebula Research & Development’s InvenTrust Properties IVT Stock Holding History

Nebula Research & Development’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
Q1 		– Sell
-7,665
Closed -$231K – 1043
2024
Q4 		$231K Sell
7,665
-21,646
-74% -$651K 0.03% 773
2024
Q3 		$832K Buy
+29,311
New +$813K 0.1% 373

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nebula Research & Development's IVT Position: Q1 2025 in Review

Nebula Research & Development sold out of InvenTrust Properties (IVT) in Q1 2025, closing a stake of 7,665 shares — an estimated $231K sold.

Nebula Research & Development first reported a position in IVT in Q3 2024 and held it in 2 quarters. The position peaked at $832K in Q3 2024. 301 funds tracked by Wall St. Rank hold IVT as of Q1 2025.

  • Nebula Research & Development reported no remaining InvenTrust Properties position as of Q1 2025 after selling out during the quarter.
  • Nebula Research & Development sold 7,665 InvenTrust Properties shares in Q1 2025, an estimated $231K.
  • Nebula Research & Development first reported a position in InvenTrust Properties in Q3 2024 and held it in 2 quarters.
  • Nebula Research & Development's InvenTrust Properties position peaked at $832K in Q3 2024.
  • 301 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2025.

Based on Nebula Research & Development's 13F filing for Q1 2025, filed 15 May 2025.