Northwestern Mutual Wealth Management
IVT icon

Northwestern Mutual Wealth Management’s InvenTrust Properties IVT Stock Holding History

Northwestern Mutual Wealth Management’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 		$218K Sell
6,160
-498
-7% -$16.4K ﹤0.01% 1973
2026
Q1 		$203K Buy
6,658
+49
+0.7% +$1.48K ﹤0.01% 1900
2025
Q4 		$186K Sell
6,609
-9
-0.1% -$253 ﹤0.01% 1903
2025
Q3 		$189K Buy
6,618
+8
+0.1% +$227 ﹤0.01% 1824
2025
Q2 		$181K Sell
6,610
-2,236
-25% -$62.2K ﹤0.01% 1783
2025
Q1 		$260K Buy
8,846
+506
+6% +$14.9K ﹤0.01% 1557
2024
Q4 		$251K Buy
8,340
+3
+0% +$90 ﹤0.01% 1561
2024
Q3 		$237K Buy
8,337
+3,100
+59% +$86K ﹤0.01% 1568
2024
Q2 		$130K Buy
5,237
+3
+0.1% +$74 ﹤0.01% 1728
2024
Q1 		$135K Buy
5,234
+3
+0.1% +$76 ﹤0.01% 1706
2023
Q4 		$133K Sell
5,231
-2,063
-28% -$51.4K ﹤0.01% 1675
2023
Q3 		$174K Buy
7,294
+1,909
+35% +$45.9K ﹤0.01% 1506
2023
Q2 		$125K Buy
5,385
+7
+0.1% +$158 ﹤0.01% 1632
2023
Q1 		$126K Buy
5,378
+7
+0.1% +$165 ﹤0.01% 1604
2022
Q4 		$127K Sell
5,371
-682
-11% -$16.3K ﹤0.01% 1575
2022
Q3 		$130K Buy
6,053
+268
+5% +$7.12K ﹤0.01% 1554
2022
Q2 		$149K Sell
5,785
-35
-0.6% -$1.02K ﹤0.01% 1491
2022
Q1 		$178K Sell
5,820
-889
-13% -$24.2K ﹤0.01% 1482
2021
Q4 		$184K Buy
+6,709
New +$169K ﹤0.01% 1477

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

Northwestern Mutual Wealth Management's IVT Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its InvenTrust Properties (IVT) stake by 7.5% in Q2 2026, selling an estimated $16.4K and leaving 6,160 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

Northwestern Mutual Wealth Management first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. The position peaked at $260K in Q1 2025. 344 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Northwestern Mutual Wealth Management held 6,160 shares of InvenTrust Properties worth $218K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 498 InvenTrust Properties shares in Q2 2026, an estimated $16.4K.
  • InvenTrust Properties made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1973 holding.
  • Northwestern Mutual Wealth Management first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
  • Northwestern Mutual Wealth Management's InvenTrust Properties position peaked at $260K in Q1 2025.
  • 344 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.