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Perigon Wealth Management’s InvenTrust Properties IVT Stock Holding History

Perigon Wealth Management’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 		$318K Sell
10,443
-533
-5% -$16.1K 0.01% 998
2025
Q4 		$310K Sell
10,976
-420
-4% -$11.8K 0.01% 1002
2025
Q3 		$326K Sell
11,396
-183
-2% -$5.19K 0.01% 916
2025
Q2 		$317K Sell
11,579
-42
-0.4% -$1.17K 0.01% 826
2025
Q1 		$341K Sell
11,621
-189
-2% -$5.57K 0.01% 763
2024
Q4 		$346K Buy
11,810
+36
+0.3% +$1.08K 0.01% 767
2024
Q3 		$334K Sell
11,774
-363
-3% -$10.1K 0.01% 748
2024
Q2 		$301K Sell
12,137
-435
-3% -$10.8K 0.01% 689
2024
Q1 		$323K Sell
12,572
-1,641
-12% -$41.3K 0.01% 665
2023
Q4 		$360K Sell
14,213
-950
-6% -$23.7K 0.01% 604
2023
Q3 		$361K Sell
15,163
-1,456
-9% -$35K 0.01% 528
2023
Q2 		$385K Buy
16,619
+430
+3% +$9.7K 0.02% 525
2023
Q1 		$379K Sell
16,189
-83
-0.5% -$1.96K 0.02% 463
2022
Q4 		$385K Buy
+16,272
New +$388K 0.02% 452

Other funds holding IVT

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Perigon Wealth Management's IVT Position: Q1 2026 in Review

Perigon Wealth Management reduced its InvenTrust Properties (IVT) stake by 4.9% in Q1 2026, selling an estimated $16.1K and leaving 10,443 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #998.

Perigon Wealth Management first reported a position in IVT in Q4 2022 and has held it in 14 quarters since. The position peaked at $385K in Q4 2022. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Perigon Wealth Management held 10,443 shares of InvenTrust Properties worth $318K as of Q1 2026.
  • Perigon Wealth Management sold 533 InvenTrust Properties shares in Q1 2026, an estimated $16.1K.
  • InvenTrust Properties made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #998 holding.
  • Perigon Wealth Management first reported a position in InvenTrust Properties in Q4 2022 and has held it in 14 quarters since.
  • Perigon Wealth Management's InvenTrust Properties position peaked at $385K in Q4 2022.
  • 321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.