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Prospera Financial Services’s InvenTrust Properties IVT Stock Holding History

Prospera Financial Services’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 		$402K Sell
11,342
-567
-5% -$18.6K 0.01% 1128
2026
Q1 		$363K Sell
11,909
-462
-4% -$13.9K 0.01% 1132
2025
Q4 		$349K Sell
12,371
-3,688
-23% -$104K 0.01% 1082
2025
Q3 		$460K Sell
16,059
-508
-3% -$14.4K 0.01% 969
2025
Q2 		$454K Sell
16,567
-438
-3% -$12.2K 0.01% 940
2025
Q1 		$499K Sell
17,005
-51
-0.3% -$1.5K 0.01% 779
2024
Q4 		$514K Sell
17,056
-178
-1% -$5.36K 0.01% 738
2024
Q3 		$489K Sell
17,234
-2,692
-14% -$74.7K 0.01% 727
2024
Q2 		$493K Sell
19,926
-1,525
-7% -$37.7K 0.01% 717
2024
Q1 		$551K Sell
21,451
-675
-3% -$17K 0.02% 682
2023
Q4 		$561K Sell
22,126
-1,178
-5% -$29.4K 0.02% 622
2023
Q3 		$555K Sell
23,304
-631
-3% -$15.2K 0.02% 578
2023
Q2 		$554K Sell
23,935
-1,414
-6% -$31.9K 0.02% 587
2023
Q1 		$593K Sell
25,349
-1,258
-5% -$29.7K 0.02% 561
2022
Q4 		$630K Sell
26,607
-1,000
-4% -$23.9K 0.03% 475
2022
Q3 		$589K Sell
27,607
-209
-0.8% -$5.55K 0.03% 484
2022
Q2 		$717K Buy
27,816
+5,068
+22% +$148K 0.04% 441
2022
Q1 		$700K Buy
22,748
+4,165
+22% +$113K 0.03% 502
2021
Q4 		$507K Buy
+18,583
New +$469K 0.02% 566

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
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
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

Prospera Financial Services's IVT Position: Q2 2026 in Review

Prospera Financial Services reduced its InvenTrust Properties (IVT) stake by 4.8% in Q2 2026, selling an estimated $18.6K and leaving 11,342 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #1128.

Prospera Financial Services first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. The position peaked at $717K in Q2 2022. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Prospera Financial Services held 11,342 shares of InvenTrust Properties worth $402K as of Q2 2026.
  • Prospera Financial Services sold 567 InvenTrust Properties shares in Q2 2026, an estimated $18.6K.
  • InvenTrust Properties made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1128 holding.
  • Prospera Financial Services first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
  • Prospera Financial Services's InvenTrust Properties position peaked at $717K in Q2 2022.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.