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Principal Securities’s InvenTrust Properties IVT Stock Holding History

Principal Securities’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
Q4 		– Sell
-464
Closed -$13.3K – 2465
2025
Q3 		$13.3K Sell
464
-13
-3% -$368 ﹤0.01% 2604
2025
Q2 		$13.1K Sell
477
-742
-61% -$20.6K ﹤0.01% 2510
2025
Q1 		$36.7K Buy
1,219
+247
+25% +$7.28K ﹤0.01% 1899
2024
Q4 		$29.3K Sell
972
-141
-13% -$4.24K ﹤0.01% 1998
2024
Q3 		$31.6K Buy
1,113
+78
+8% +$2.16K ﹤0.01% 1893
2024
Q2 		$25.6K Sell
1,035
-58
-5% -$1.44K ﹤0.01% 1935
2024
Q1 		$28.1K Sell
1,093
-22
-2% -$554 ﹤0.01% 1836
2023
Q4 		$28.3K Buy
+1,115
New +$27.8K ﹤0.01% 1743

Other funds holding IVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Principal Securities's IVT Position: Q4 2025 in Review

Principal Securities sold out of InvenTrust Properties (IVT) in Q4 2025, closing a stake of 464 shares — an estimated $13.3K sold.

Principal Securities first reported a position in IVT in Q4 2023 and held it in 8 quarters. The position peaked at $36.7K in Q1 2025. 300 funds tracked by Wall St. Rank hold IVT as of Q4 2025.

  • Principal Securities reported no remaining InvenTrust Properties position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 464 InvenTrust Properties shares in Q4 2025, an estimated $13.3K.
  • Principal Securities first reported a position in InvenTrust Properties in Q4 2023 and held it in 8 quarters.
  • Principal Securities's InvenTrust Properties position peaked at $36.7K in Q1 2025.
  • 300 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.