Pineridge Advisors’s InvenTrust Properties IVT Stock Holding History

Pineridge 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
2025 Q3	$8.18K	Buy	286 +3	+1%	+$85	﹤0.01%	222
2025 Q2	$7.76K	Buy	283 +2	+0.7%	+$56	﹤0.01%	248
2025 Q1	$8.24K	Buy	281 +2	+0.7%	+$59	﹤0.01%	254
2024 Q4	$8.39K	Buy	279 +3	+1%	+$90	﹤0.01%	322
2024 Q3	$7.84K	Buy	276 +2	+0.7%	+$55	﹤0.01%	301
2024 Q2	$6.79K	Buy	274 +2	+0.7%	+$49	﹤0.01%	332
2024 Q1	$6.98K	Buy	272 +3	+1%	+$76	﹤0.01%	330
2023 Q4	$6.82K	Buy	+269	New	+$6.7K	﹤0.01%	439

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

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

Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Pineridge Advisors's IVT Position: Q3 2025 in Review

Pineridge Advisors increased its InvenTrust Properties (IVT) stake by 1.1% in Q3 2025, buying an estimated $85 and bringing the position to 286 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Pineridge Advisors first reported a position in IVT in Q4 2023 and has held it in 8 quarters since. The position peaked at $8.39K in Q4 2024. 302 funds tracked by Wall St. Rank hold IVT as of Q3 2025.

Pineridge Advisors held 286 shares of InvenTrust Properties worth $8.18K as of Q3 2025.
Pineridge Advisors bought 3 InvenTrust Properties shares in Q3 2025, an estimated $85.
InvenTrust Properties made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #222 holding.
Pineridge Advisors first reported a position in InvenTrust Properties in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's InvenTrust Properties position peaked at $8.39K in Q4 2024.
302 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.