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Prime Capital Investment Advisors’s InvenTrust Properties IVT Stock Holding History

Prime Capital Investment 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 		$1.24M Sell
34,958
-127
-0.4% -$4.17K 0.01% 480
2026
Q1 		$1.07M Sell
35,085
-288
-0.8% -$8.68K 0.01% 484
2025
Q4 		$998K Sell
35,373
-891
-2% -$25.1K 0.01% 494
2025
Q3 		$1.04M Sell
36,264
-2,233
-6% -$63.3K 0.01% 480
2025
Q2 		$1.05M Sell
38,497
-5,470
-12% -$152K 0.01% 458
2025
Q1 		$1.29M Buy
43,967
+1,230
+3% +$36.2K 0.02% 453
2024
Q4 		$1.29M Sell
42,737
-1,365
-3% -$41.1K 0.02% 379
2024
Q3 		$1.25M Sell
44,102
-2,400
-5% -$66.6K 0.02% 396
2024
Q2 		$1.15M Sell
46,502
-6,843
-13% -$169K 0.02% 402
2024
Q1 		$1.37M Sell
53,345
-1,479
-3% -$37.2K 0.02% 409
2023
Q4 		$1.39M Sell
54,824
-5,303
-9% -$132K 0.02% 380
2023
Q3 		$1.43M Sell
60,127
-1,019
-2% -$24.5K 0.03% 298
2023
Q2 		$1.41M Sell
61,146
-3,711
-6% -$83.7K 0.03% 303
2023
Q1 		$1.52M Sell
64,857
-2,173
-3% -$51.3K 0.06% 193
2022
Q4 		$1.59M Sell
67,030
-1,069
-2% -$25.5K 0.06% 191
2022
Q3 		$1.45M Sell
68,099
-75
-0.1% -$1.99K 0.08% 149
2022
Q2 		$1.76M Sell
68,174
-9,706
-12% -$284K 0.11% 136
2022
Q1 		$2.12M Hold
77,880
– – 0.12% 127
2021
Q4 		$2.12M Buy
+77,880
New +$1.97M 0.11% 129

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aberdeen Group
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

Prime Capital Investment Advisors's IVT Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its InvenTrust Properties (IVT) stake by 0.36% in Q2 2026, selling an estimated $4.17K and leaving 34,958 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #480.

Prime Capital Investment Advisors first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.12M in Q1 2022. 224 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Prime Capital Investment Advisors held 34,958 shares of InvenTrust Properties worth $1.24M as of Q2 2026.
  • Prime Capital Investment Advisors sold 127 InvenTrust Properties shares in Q2 2026, an estimated $4.17K.
  • InvenTrust Properties made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #480 holding.
  • Prime Capital Investment Advisors first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
  • Prime Capital Investment Advisors's InvenTrust Properties position peaked at $2.12M in Q1 2022.
  • 224 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.