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NewEdge Advisors’s InvenTrust Properties IVT Stock Holding History

NewEdge 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
2026
Q2 		$60.8K Hold
1,717
– – ﹤0.01% 3078
2026
Q1 		$52.3K Buy
1,717
+332
+24% +$10K ﹤0.01% 2926
2025
Q4 		$39.1K Sell
1,385
-177
-11% -$4.98K ﹤0.01% 3031
2025
Q3 		$44.7K Hold
1,562
– – ﹤0.01% 2861
2025
Q2 		$42.8K Sell
1,562
-30
-2% -$834 ﹤0.01% 2708
2025
Q1 		$46.8K Sell
1,592
-454
-22% -$13.4K ﹤0.01% 2574
2024
Q4 		$61.6K Buy
2,046
+465
+29% +$14K ﹤0.01% 2450
2024
Q3 		$44.8K Sell
1,581
-1,219
-44% -$33.8K ﹤0.01% 2469
2024
Q2 		$69.3K Sell
2,800
-2,064
-42% -$51.1K ﹤0.01% 2228
2024
Q1 		$125K Buy
4,864
+188
+4% +$4.74K ﹤0.01% 2002
2023
Q4 		$118K Buy
4,676
+811
+21% +$20.2K ﹤0.01% 1891
2023
Q3 		$92K Buy
3,865
+2,484
+180% +$59.7K ﹤0.01% 1868
2023
Q2 		$32K Sell
1,381
-442
-24% -$9.97K ﹤0.01% 2242
2023
Q1 		$42.7K Sell
1,823
-4,089
-69% -$96.5K ﹤0.01% 2066
2022
Q4 		$32.2K Buy
+5,912
New +$141K ﹤0.01% 1925

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

NewEdge Advisors's IVT Position: Q2 2026 in Review

NewEdge Advisors held its InvenTrust Properties (IVT) position steady in Q2 2026 at 1,717 shares worth $60.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3078.

NewEdge Advisors first reported a position in IVT in Q4 2022 and has held it in 15 quarters since. The position peaked at $125K in Q1 2024. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • NewEdge Advisors held 1,717 shares of InvenTrust Properties worth $60.8K as of Q2 2026.
  • NewEdge Advisors left its InvenTrust Properties share count unchanged in Q2 2026.
  • InvenTrust Properties made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3078 holding.
  • NewEdge Advisors first reported a position in InvenTrust Properties in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's InvenTrust Properties position peaked at $125K in Q1 2024.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.