Plante Moran Financial Advisors’s InvenTrust Properties IVT Stock Holding History

Plante Moran Financial 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 Q2	$41.6K	Hold	1,176	–	–	﹤0.01%	379
2026 Q1	$35.8K	Hold	1,176	–	–	﹤0.01%	354
2025 Q4	$33.2K	Hold	1,176	–	–	﹤0.01%	374
2025 Q3	$33.7K	Hold	1,176	–	–	﹤0.01%	397
2025 Q2	$32.2K	Hold	1,176	–	–	﹤0.01%	407
2025 Q1	$34.5K	Hold	1,176	–	–	﹤0.01%	398
2024 Q4	$35.4K	Hold	1,176	–	–	﹤0.01%	400
2024 Q3	$33.4K	Hold	1,176	–	–	﹤0.01%	447
2024 Q2	$29.1K	Hold	1,176	–	–	﹤0.01%	419
2024 Q1	$30.2K	Hold	1,176	–	–	﹤0.01%	436
2023 Q4	$29.8K	Hold	1,176	–	–	﹤0.01%	388
2023 Q3	$28K	Hold	1,176	–	–	﹤0.01%	378
2023 Q2	$27.2K	Hold	1,176	–	–	﹤0.01%	389
2023 Q1	$27.5K	Hold	1,176	–	–	﹤0.01%	386
2022 Q4	$27.8K	Hold	1,176	–	–	﹤0.01%	401
2022 Q3	$25K	Hold	1,176	–	–	﹤0.01%	416
2022 Q2	$30K	Hold	1,176	–	–	0.01%	389
2022 Q1	$36K	Hold	1,176	–	–	0.01%	380
2021 Q4	$32K	Buy	+1,176	New	+$29.7K	0.01%	449

Other funds holding IVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Plante Moran Financial Advisors's IVT Position: Q2 2026 in Review

Plante Moran Financial Advisors held its InvenTrust Properties (IVT) position steady in Q2 2026 at 1,176 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Plante Moran Financial Advisors first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. 174 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Plante Moran Financial Advisors held 1,176 shares of InvenTrust Properties worth $41.6K as of Q2 2026.
Plante Moran Financial Advisors left its InvenTrust Properties share count unchanged in Q2 2026.
InvenTrust Properties made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #379 holding.
Plante Moran Financial Advisors first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
174 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.