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Northwest & Ethical Investments’s InvenTrust Properties IVT Stock Holding History

Northwest & Ethical Investments’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 		$119K Sell
3,275
-5,387
-62% -$177K ﹤0.01% 464
2026
Q1 		$266K Buy
8,662
+1,662
+24% +$50.1K 0.01% 464
2025
Q4 		$197K Sell
7,000
-2,942
-30% -$82.8K ﹤0.01% 473
2025
Q3 		$286K Hold
9,942
– – 0.01% 449
2025
Q2 		$274K Hold
9,942
– – 0.01% 438
2025
Q1 		$292K Buy
+9,942
New +$293K 0.01% 425

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 $3.38T AUM 44.17% 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

Northwest & Ethical Investments's IVT Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its InvenTrust Properties (IVT) stake by 62% in Q2 2026, selling an estimated $177K and leaving 3,275 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Northwest & Ethical Investments first reported a position in IVT in Q1 2025 and has held it in 6 quarters since. The position peaked at $292K in Q1 2025. 344 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Northwest & Ethical Investments held 3,275 shares of InvenTrust Properties worth $119K as of Q2 2026.
  • Northwest & Ethical Investments sold 5,387 InvenTrust Properties shares in Q2 2026, an estimated $177K.
  • InvenTrust Properties made up ﹤0.01% of Northwest & Ethical Investments's portfolio in Q2 2026, its #464 holding.
  • Northwest & Ethical Investments first reported a position in InvenTrust Properties in Q1 2025 and has held it in 6 quarters since.
  • Northwest & Ethical Investments's InvenTrust Properties position peaked at $292K in Q1 2025.
  • 344 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.