OCBCO
IVT icon

Oversea-Chinese Banking Corp (OCBC)’s InvenTrust Properties IVT Stock Holding History

Oversea-Chinese Banking Corp (OCBC)’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
2024
Q4 		– Sell
-40,067
Closed -$1.14M – 409
2024
Q3 		$1.14M Sell
40,067
-19,533
-33% -$542K 0.03% 227
2024
Q2 		$1.48M Hold
59,600
– – 0.04% 186
2024
Q1 		$1.53M Hold
59,600
– – 0.05% 187
2023
Q4 		$1.51M Sell
59,600
-5,925
-9% -$148K 0.05% 157
2023
Q3 		$1.56M Buy
+65,525
New +$1.58M 0.07% 161

Other funds holding IVT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC)'s IVT Position: Q4 2024 in Review

Oversea-Chinese Banking Corp (OCBC) sold out of InvenTrust Properties (IVT) in Q4 2024, closing a stake of 40,067 shares — an estimated $1.14M sold.

Oversea-Chinese Banking Corp (OCBC) first reported a position in IVT in Q3 2023 and held it in 5 quarters. The position peaked at $1.56M in Q3 2023. 307 funds tracked by Wall St. Rank hold IVT as of Q4 2024.

  • Oversea-Chinese Banking Corp (OCBC) reported no remaining InvenTrust Properties position as of Q4 2024 after selling out during the quarter.
  • Oversea-Chinese Banking Corp (OCBC) sold 40,067 InvenTrust Properties shares in Q4 2024, an estimated $1.14M.
  • Oversea-Chinese Banking Corp (OCBC) first reported a position in InvenTrust Properties in Q3 2023 and held it in 5 quarters.
  • Oversea-Chinese Banking Corp (OCBC)'s InvenTrust Properties position peaked at $1.56M in Q3 2023.
  • 307 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2024.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q4 2024, filed 11 Feb 2025.