SHF
IVT icon

Safe Harbor Fiduciary’s InvenTrust Properties IVT Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-10,574
Closed -$263K – 120
2025
Q4 		$263K Buy
+10,574
New +$298K 0.23% 54
2025
Q2 		$263K Hold
10,574
– – 0.25% 72
2025
Q1 		$263K Hold
10,574
– – 0.27% 63
2024
Q4 		$263K Hold
10,574
– – 0.27% 64
2024
Q3 		$263K Buy
+10,574
New +$293K 0.25% 66

Other funds holding IVT

BlackRock
BlackRock New York $5.72T 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 $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Safe Harbor Fiduciary's IVT Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of InvenTrust Properties (IVT) in Q1 2026, closing a stake of 10,574 shares — an estimated $263K sold.

Safe Harbor Fiduciary first reported a position in IVT in Q3 2024 and held it in 5 quarters. The position peaked at $263K in Q4 2025. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining InvenTrust Properties position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 10,574 InvenTrust Properties shares in Q1 2026, an estimated $263K.
  • Safe Harbor Fiduciary first reported a position in InvenTrust Properties in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's InvenTrust Properties position peaked at $263K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.