SAG
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SageView Advisory Group’s InvenTrust Properties IVT Stock Holding History

SageView Advisory Group’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
-1,564
Closed -$44.1K – 1502
2025
Q4 		$44.1K Buy
+1,564
New +$44K ﹤0.01% 1129

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SageView Advisory Group's IVT Position: Q1 2026 in Review

SageView Advisory Group sold out of InvenTrust Properties (IVT) in Q1 2026, closing a stake of 1,564 shares — an estimated $44.1K sold.

SageView Advisory Group first reported a position in IVT in Q4 2025 and held it in 1 quarter. The position peaked at $44.1K in Q4 2025. 322 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • SageView Advisory Group reported no remaining InvenTrust Properties position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,564 InvenTrust Properties shares in Q1 2026, an estimated $44.1K.
  • SageView Advisory Group first reported a position in InvenTrust Properties in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's InvenTrust Properties position peaked at $44.1K in Q4 2025.
  • 322 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.