Raymond James Financial’s InvenTrust Properties IVT Stock Holding History

Raymond James Financial’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	$3.55M	Buy	100,391 +2,582	+3%	+$84.8K	﹤0.01%	3020
2026 Q1	$3M	Sell	97,809 -6,977	-7%	-$210K	﹤0.01%	3020
2025 Q4	$2.95M	Sell	104,786 -53,800	-34%	-$1.51M	﹤0.01%	2943
2025 Q3	$4.54M	Sell	158,586 -12,285	-7%	-$348K	﹤0.01%	2524
2025 Q2	$4.68M	Sell	170,871 -48,648	-22%	-$1.35M	﹤0.01%	2423
2025 Q1	$6.45M	Sell	219,519 -16,424	-7%	-$484K	﹤0.01%	2156
2024 Q4	$7.11M	Buy	+235,943	New	+$7.1M	﹤0.01%	2091

Other funds holding IVT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Raymond James Financial's IVT Position: Q2 2026 in Review

Raymond James Financial increased its InvenTrust Properties (IVT) stake by 2.6% in Q2 2026, buying an estimated $84.8K and bringing the position to 100,391 shares worth $3.55M. The position accounts for ﹤0.01% of the portfolio, ranked #3020.

Raymond James Financial first reported a position in IVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.11M in Q4 2024. 344 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Raymond James Financial held 100,391 shares of InvenTrust Properties worth $3.55M as of Q2 2026.
Raymond James Financial bought 2,582 InvenTrust Properties shares in Q2 2026, an estimated $84.8K.
InvenTrust Properties made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3020 holding.
Raymond James Financial first reported a position in InvenTrust Properties in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's InvenTrust Properties position peaked at $7.11M in Q4 2024.
344 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.