Root Financial Partners’s InvenTrust Properties IVT Stock Holding History

Root Financial Partners’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 Q3	$1.72K	Buy	+57	New	+$1.91K	﹤0.01%	2711
2026 Q2	–	Sell	-64	Closed	-$1.95K	–	1811
2026 Q1	$1.95K	Buy	+64	New	+$1.93K	﹤0.01%	2331

Other funds holding IVT

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Root Financial Partners's IVT Position: Q3 2026 in Review

Root Financial Partners opened a new position in InvenTrust Properties (IVT) in Q3 2026: 57 shares worth $1.72K. The stake represents ﹤0.01% of the portfolio and ranks #2711 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IVT as recently as Q1 2026.

Root Financial Partners first reported a position in IVT in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.95K in Q1 2026. 119 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

Root Financial Partners held 57 shares of InvenTrust Properties worth $1.72K as of Q3 2026.
InvenTrust Properties was a new Root Financial Partners position in Q3 2026.
InvenTrust Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2711 holding.
Root Financial Partners first reported a position in InvenTrust Properties in Q1 2026 and has held it in 2 quarters since.
Root Financial Partners's InvenTrust Properties position peaked at $1.95K in Q1 2026.
119 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.