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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
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 $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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NewEdge Advisors's IVT Position: Q1 2026 in Review

NewEdge Advisors increased its InvenTrust Properties (IVT) stake by 24% in Q1 2026, buying an estimated $10K and bringing the position to 1,717 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2926.

NewEdge Advisors first reported a position in IVT in Q4 2022 and has held it in 14 quarters since. The position peaked at $125K in Q1 2024. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • NewEdge Advisors held 1,717 shares of InvenTrust Properties worth $52.3K as of Q1 2026.
  • NewEdge Advisors bought 332 InvenTrust Properties shares in Q1 2026, an estimated $10K.
  • InvenTrust Properties made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2926 holding.
  • NewEdge Advisors first reported a position in InvenTrust Properties in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's InvenTrust Properties position peaked at $125K in Q1 2024.
  • 321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.