Parkside Financial Bank & Trust’s InvenTrust Properties IVT Stock Holding History

Parkside Financial Bank & Trust’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	–	Sell	-40	Closed	-$1.15K	–	2739
2025 Q3	$1.15K	Buy	40 +20	+100%	+$567	﹤0.01%	2228
2025 Q2	$548	Sell	20 -20	-50%	-$556	﹤0.01%	2495
2025 Q1	$1.18K	Buy	+40	New	+$1.18K	﹤0.01%	2054
2022 Q4	–	Sell	-407	Closed	-$9K	–	2025
2022 Q3	$9K	Hold	407	–	–	﹤0.01%	1028
2022 Q2	$10K	Hold	407	–	–	﹤0.01%	995
2022 Q1	$13K	Hold	407	–	–	﹤0.01%	955
2021 Q4	$11K	Buy	+407	New	+$10.3K	﹤0.01%	997

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

Parkside Financial Bank & Trust's IVT Position: Q4 2025 in Review

Parkside Financial Bank & Trust sold out of InvenTrust Properties (IVT) in Q4 2025, closing a stake of 40 shares — an estimated $1.15K sold.

Parkside Financial Bank & Trust first reported a position in IVT in Q4 2021 and held it in 7 quarters. The position peaked at $13K in Q1 2022. 300 funds tracked by Wall St. Rank hold IVT as of Q4 2025.

Parkside Financial Bank & Trust reported no remaining InvenTrust Properties position as of Q4 2025 after selling out during the quarter.
Parkside Financial Bank & Trust sold 40 InvenTrust Properties shares in Q4 2025, an estimated $1.15K.
Parkside Financial Bank & Trust first reported a position in InvenTrust Properties in Q4 2021 and held it in 7 quarters.
Parkside Financial Bank & Trust's InvenTrust Properties position peaked at $13K in Q1 2022.
300 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2025, filed 13 Feb 2026.