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Safe Harbor Family Capital’s InvenTrust Properties IVT Stock Holding History

Safe Harbor Family Capital’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 		$444K Buy
12,530
+1,315
+12% +$43.2K 0.3% 28
2026
Q1 		$342K Buy
11,215
+720
+7% +$21.7K 0.27% 32
2025
Q4 		$296K Buy
+10,495
New +$296K 0.26% 34

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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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Safe Harbor Family Capital's IVT Position: Q2 2026 in Review

Safe Harbor Family Capital increased its InvenTrust Properties (IVT) stake by 12% in Q2 2026, buying an estimated $43.2K and bringing the position to 12,530 shares worth $444K. The position accounts for 0.3% of the portfolio, ranked #28.

Safe Harbor Family Capital first reported a position in IVT in Q4 2025 and has held it in 3 quarters since. 317 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Safe Harbor Family Capital held 12,530 shares of InvenTrust Properties worth $444K as of Q2 2026.
  • Safe Harbor Family Capital bought 1,315 InvenTrust Properties shares in Q2 2026, an estimated $43.2K.
  • InvenTrust Properties made up 0.3% of Safe Harbor Family Capital's portfolio in Q2 2026, its #28 holding.
  • Safe Harbor Family Capital first reported a position in InvenTrust Properties in Q4 2025 and has held it in 3 quarters since.
  • 317 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Safe Harbor Family Capital's 13F filing for Q2 2026, filed 11 Aug 2026.