Parallel Advisors’s InvenTrust Properties IVT Stock Holding History

Parallel Advisors’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 Q1	$40.6K	Hold	1,334	–	–	﹤0.01%	2112
2025 Q4	$37.6K	Hold	1,334	–	–	﹤0.01%	1994
2025 Q3	$38.2K	Hold	1,334	–	–	﹤0.01%	1925
2025 Q2	$36.6K	Hold	1,334	–	–	﹤0.01%	1901
2025 Q1	$39.2K	Sell	1,334 -489	-27%	-$14.4K	﹤0.01%	1778
2024 Q4	$54.9K	Buy	1,823 +38	+2%	+$1.14K	﹤0.01%	1582
2024 Q3	$50.6K	Hold	1,785	–	–	﹤0.01%	1630
2024 Q2	$44.2K	Sell	1,785 -5	-0.3%	-$124	﹤0.01%	1592
2024 Q1	$46K	Sell	1,790 -23	-1%	-$579	﹤0.01%	1539
2023 Q4	$45.9K	Hold	1,813	–	–	﹤0.01%	1468
2023 Q3	$43.2K	Hold	1,813	–	–	﹤0.01%	1462
2023 Q2	$42K	Buy	1,813 +479	+36%	+$10.8K	﹤0.01%	1488
2023 Q1	$31.2K	Hold	1,334	–	–	﹤0.01%	1615
2022 Q4	$31.6K	Hold	1,334	–	–	﹤0.01%	1498
2022 Q3	$28K	Hold	1,334	–	–	﹤0.01%	1526
2022 Q2	$34K	Hold	1,334	–	–	﹤0.01%	1429
2022 Q1	$41K	Buy	+1,334	New	+$36.3K	﹤0.01%	1377

Other funds holding IVT

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

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 $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parallel Advisors's IVT Position: Q1 2026 in Review

Parallel Advisors held its InvenTrust Properties (IVT) position steady in Q1 2026 at 1,334 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

Parallel Advisors first reported a position in IVT in Q1 2022 and has held it in 17 quarters since. The position peaked at $54.9K in Q4 2024. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

Parallel Advisors held 1,334 shares of InvenTrust Properties worth $40.6K as of Q1 2026.
Parallel Advisors left its InvenTrust Properties share count unchanged in Q1 2026.
InvenTrust Properties made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #2112 holding.
Parallel Advisors first reported a position in InvenTrust Properties in Q1 2022 and has held it in 17 quarters since.
Parallel Advisors's InvenTrust Properties position peaked at $54.9K in Q4 2024.
321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.