Principal Financial Group
IVT icon

Principal Financial Group’s InvenTrust Properties IVT Stock Holding History

Principal Financial Group’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 		$262M Sell
7,413,225
-316,156
-4% -$10.4M 0.13% 150
2026
Q1 		$235M Buy
7,729,381
+1,539,672
+25% +$46.4M 0.13% 162
2025
Q4 		$175M Buy
6,189,709
+1,456,918
+31% +$41M 0.09% 203
2025
Q3 		$135M Buy
4,732,791
+60,395
+1% +$1.71M 0.07% 236
2025
Q2 		$128M Buy
4,672,396
+210,561
+5% +$5.85M 0.07% 241
2025
Q1 		$131M Buy
4,461,835
+99,196
+2% +$2.92M 0.07% 221
2024
Q4 		$131M Buy
4,362,639
+245,343
+6% +$7.38M 0.07% 234
2024
Q3 		$117M Buy
4,117,296
+738,784
+22% +$20.5M 0.06% 256
2024
Q2 		$83.7M Buy
3,378,512
+706,437
+26% +$17.5M 0.05% 297
2024
Q1 		$68.7M Buy
2,672,075
+387,397
+17% +$9.76M 0.04% 380
2023
Q4 		$57.9M Sell
2,284,678
-381,452
-14% -$9.51M 0.04% 394
2023
Q3 		$63.5M Buy
2,666,130
+51,106
+2% +$1.23M 0.05% 340
2023
Q2 		$60.5M Buy
2,615,024
+11,391
+0.4% +$257K 0.04% 365
2023
Q1 		$60.9M Buy
2,603,633
+203,783
+8% +$4.81M 0.04% 365
2022
Q4 		$56.8M Sell
2,399,850
-411,131
-15% -$9.81M 0.04% 364
2022
Q3 		$60M Sell
2,810,981
-65,791
-2% -$1.75M 0.05% 321
2022
Q2 		$74.2M Sell
2,876,772
-2,233,100
-44% -$65.3M 0.05% 290
2022
Q1 		$157M Buy
5,109,872
+892,606
+21% +$24.3M 0.1% 205
2021
Q4 		$115M Buy
+4,217,266
New +$106M 0.07% 240

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group's IVT Position: Q2 2026 in Review

Principal Financial Group reduced its InvenTrust Properties (IVT) stake by 4.1% in Q2 2026, selling an estimated $10.4M and leaving 7,413,225 shares worth $262M. The position accounts for 0.13% of the portfolio, ranked #150.

Principal Financial Group first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Principal Financial Group held 7,413,225 shares of InvenTrust Properties worth $262M as of Q2 2026.
  • Principal Financial Group sold 316,156 InvenTrust Properties shares in Q2 2026, an estimated $10.4M.
  • InvenTrust Properties made up 0.13% of Principal Financial Group's portfolio in Q2 2026, its #150 holding.
  • Principal Financial Group first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.