ORG Partners’s InvenTrust Properties IVT Stock Holding History

ORG Partners’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 Q4	$9.39K	Hold	333	–	–	﹤0.01%	1027
2025 Q3	$9.53K	Hold	333	–	–	﹤0.01%	984
2025 Q2	$9.11K	Hold	333	–	–	﹤0.01%	921
2025 Q1	$9.8K	Hold	333	–	–	﹤0.01%	804
2024 Q4	$10K	Hold	333	–	–	﹤0.01%	890
2024 Q3	$9.45K	Hold	333	–	–	﹤0.01%	794
2024 Q2	$8.14K	Buy	+333	New	+$8.24K	﹤0.01%	1292
2024 Q1	–	Sell	-333	Closed	-$8.44K	–	798
2023 Q4	$8.44K	Hold	333	–	–	﹤0.01%	783
2023 Q3	$7.93K	Hold	333	–	–	﹤0.01%	871
2023 Q2	$7.86K	Buy	+333	New	+$7.51K	﹤0.01%	1016

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

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

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

ORG Partners's IVT Position: Q4 2025 in Review

ORG Partners held its InvenTrust Properties (IVT) position steady in Q4 2025 at 333 shares worth $9.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

ORG Partners first reported a position in IVT in Q2 2023 and has held it in 10 quarters since. The position peaked at $10K in Q4 2024. 300 funds tracked by Wall St. Rank hold IVT as of Q4 2025.

ORG Partners held 333 shares of InvenTrust Properties worth $9.39K as of Q4 2025.
ORG Partners left its InvenTrust Properties share count unchanged in Q4 2025.
InvenTrust Properties made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1027 holding.
ORG Partners first reported a position in InvenTrust Properties in Q2 2023 and has held it in 10 quarters since.
ORG Partners's InvenTrust Properties position peaked at $10K in Q4 2024.
300 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.