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Resona Asset Management’s InvenTrust Properties IVT Stock Holding History

Resona Asset Management’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
Q1 		$1.06M Buy
34,401
+2,036
+6% +$61.4K 0.01% 638
2025
Q4 		$925K Sell
32,365
-2,295
-7% -$64.6K ﹤0.01% 644
2025
Q3 		$997K Buy
34,660
+3,447
+11% +$97.7K ﹤0.01% 638
2025
Q2 		$860K Sell
31,213
-2,412
-7% -$67.1K ﹤0.01% 651
2025
Q1 		$983K Buy
33,625
+2,762
+9% +$81.4K 0.01% 636
2024
Q4 		$917K Buy
30,863
+1,290
+4% +$38.8K 0.01% 652
2024
Q3 		$838K Buy
29,573
+1,477
+5% +$41K ﹤0.01% 664
2024
Q2 		$695K Buy
28,096
+1,651
+6% +$40.8K ﹤0.01% 676
2024
Q1 		$680K Buy
+26,445
New +$666K ﹤0.01% 692

Other funds holding IVT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return