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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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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