Nisa Investment Advisors
IVT icon

Nisa Investment Advisors’s InvenTrust Properties IVT Stock Holding History

Nisa Investment 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 		$8.98K Sell
252
-4,019
-94% -$132K ﹤0.01% 2496
2026
Q1 		$132K Sell
4,271
-3,531
-45% -$106K ﹤0.01% 1335
2025
Q4 		$223K Sell
7,802
-3,458
-31% -$97.4K ﹤0.01% 1209
2025
Q3 		$326K Sell
11,260
-1,259
-10% -$35.7K ﹤0.01% 1141
2025
Q2 		$347K Sell
12,519
-4,447
-26% -$124K ﹤0.01% 1080
2025
Q1 		$503K Sell
16,966
-1,624
-9% -$47.9K ﹤0.01% 1002
2024
Q4 		$564K Buy
18,590
+46
+0.2% +$1.38K ﹤0.01% 1033
2024
Q3 		$531K Sell
18,544
-3,580
-16% -$99.3K ﹤0.01% 1031
2024
Q2 		$553K Buy
22,124
+31
+0.1% +$767 ﹤0.01% 1048
2024
Q1 		$573K Buy
22,093
+59
+0.3% +$1.49K ﹤0.01% 1037
2023
Q4 		$558K Sell
22,034
-2,525
-10% -$62.9K ﹤0.01% 1018
2023
Q3 		$585K Buy
24,559
+1,305
+6% +$31.4K ﹤0.01% 1020
2023
Q2 		$538K Sell
23,254
-820
-3% -$18.5K ﹤0.01% 1054
2023
Q1 		$563K Buy
24,074
+805
+3% +$19K ﹤0.01% 1030
2022
Q4 		$551K Hold
23,269
– – ﹤0.01% 1087
2022
Q3 		$497K Buy
23,269
+3,225
+16% +$85.6K ﹤0.01% 1033
2022
Q2 		$517K Sell
20,044
-3,222
-14% -$94.3K ﹤0.01% 1044
2022
Q1 		$716K Sell
23,266
-4,209
-15% -$114K 0.01% 971
2021
Q4 		$740K Buy
+27,475
New +$694K 0.01% 914

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Nisa Investment Advisors's IVT Position: Q2 2026 in Review

Nisa Investment Advisors reduced its InvenTrust Properties (IVT) stake by 94% in Q2 2026, selling an estimated $132K and leaving 252 shares worth $8.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2496.

Nisa Investment Advisors first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. The position peaked at $740K in Q4 2021. 175 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Nisa Investment Advisors held 252 shares of InvenTrust Properties worth $8.98K as of Q2 2026.
  • Nisa Investment Advisors sold 4,019 InvenTrust Properties shares in Q2 2026, an estimated $132K.
  • InvenTrust Properties made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2496 holding.
  • Nisa Investment Advisors first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
  • Nisa Investment Advisors's InvenTrust Properties position peaked at $740K in Q4 2021.
  • 175 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.