Oliver Lagore Vanvalin Investment Group’s InvenTrust Properties IVT Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$63.1K	Buy	+2,147	New	+$59.7K	0.02%	224
2024 Q4	$80K	Hold	2,656	–	–	0.02%	206
2024 Q3	$75.4K	Hold	2,656	–	–	0.02%	202
2024 Q2	$65.8K	Hold	2,656	–	–	0.02%	209
2024 Q1	$68.3K	Hold	2,656	–	–	0.02%	218
2023 Q4	$67.3K	Sell	2,656 -1,674	-39%	-$41.7K	0.03%	187
2023 Q3	$103K	Buy	4,330 +4	+0.1%	+$96	0.04%	163
2023 Q2	$100K	Sell	4,326 -269	-6%	-$6.07K	0.04%	173
2023 Q1	$108K	Buy	4,595 +4	+0.1%	+$94	0.05%	122
2022 Q4	$109K	Sell	4,591 -148	-3%	-$3.53K	0.06%	119
2022 Q3	$101K	Sell	4,739 -381	-7%	-$10.1K	0.07%	119
2022 Q2	$132K	Sell	5,120 -1,412	-22%	-$41.3K	0.08%	112
2022 Q1	$202K	Buy	+6,532	New	+$178K	0.14%	94

Other funds holding IVT

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IVT Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in InvenTrust Properties (IVT) in Q2 2025: 2,147 shares worth $63.1K. The stake represents 0.02% of the portfolio and ranks #224 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IVT as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IVT in Q1 2022 and has held it in 13 quarters since. The position peaked at $202K in Q1 2022. 304 funds tracked by Wall St. Rank hold IVT as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 2,147 shares of InvenTrust Properties worth $63.1K as of Q2 2025.
InvenTrust Properties was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
InvenTrust Properties made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #224 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in InvenTrust Properties in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's InvenTrust Properties position peaked at $202K in Q1 2022.
304 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.