Next Financial Group’s InvenTrust Properties IVT Stock Holding History

Next Financial Group’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
2021 Q4	$57K	Buy	+2,061	New	+$52K	﹤0.01%	1414

Other funds holding IVT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

RGREA

Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's IVT Position: Q4 2021 in Review

Next Financial Group opened a new position in InvenTrust Properties (IVT) in Q4 2021: 2,061 shares worth $57K. The stake represents ﹤0.01% of the portfolio and ranks #1414 among its holdings.

199 funds tracked by Wall St. Rank hold IVT as of Q4 2021.

Next Financial Group held 2,061 shares of InvenTrust Properties worth $57K as of Q4 2021.
InvenTrust Properties was a new Next Financial Group position in Q4 2021.
InvenTrust Properties made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1414 holding.
199 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.