Pictet Asset Management
IVT icon

Pictet Asset Management’s InvenTrust Properties IVT Stock Holding History

Pictet Asset 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 		$377K Buy
12,372
+1,136
+10% +$34.2K ﹤0.01% 1614
2025
Q4 		$317K Hold
11,236
– – ﹤0.01% 1684
2025
Q3 		$322K Buy
11,236
+1,698
+18% +$48.1K ﹤0.01% 1612
2025
Q2 		$261K Sell
9,538
-6,879
-42% -$191K ﹤0.01% 1704
2025
Q1 		$482K Sell
16,417
-7,851
-32% -$231K ﹤0.01% 1371
2024
Q4 		$731K Buy
24,268
+2,827
+13% +$85.1K ﹤0.01% 1230
2024
Q3 		$608K Buy
21,441
+1,236
+6% +$34.3K ﹤0.01% 1259
2024
Q2 		$500K Buy
20,205
+1,223
+6% +$30.3K ﹤0.01% 1280
2024
Q1 		$488K Buy
18,982
+1,001
+6% +$25.2K ﹤0.01% 1314
2023
Q4 		$456K Buy
17,981
+500
+3% +$12.5K ﹤0.01% 1325
2023
Q3 		$416K Buy
+17,481
New +$420K ﹤0.01% 1316

Other funds holding IVT

BlackRock
BlackRock New York $5.7T 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 $134B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return