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Salomon & Ludwin’s InvenTrust Properties IVT Stock Holding History

Salomon & Ludwin’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
2025
Q3 		– Sell
-152
Closed -$4.15K – 2158
2025
Q2 		$4.15K Hold
152
– – ﹤0.01% 582
2025
Q1 		$4.46K Hold
152
– – ﹤0.01% 528
2024
Q4 		$4.58K Hold
152
– – ﹤0.01% 523
2024
Q3 		$4.31K Hold
152
– – ﹤0.01% 537
2024
Q2 		$3.76K Hold
152
– – ﹤0.01% 547
2024
Q1 		$3.91K Hold
152
– – ﹤0.01% 660
2023
Q4 		$3.62K Hold
152
– – ﹤0.01% 612
2023
Q3 		$3.62K Buy
+152
New +$3.65K ﹤0.01% 610

Other funds holding IVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Salomon & Ludwin's IVT Position: Q3 2025 in Review

Salomon & Ludwin sold out of InvenTrust Properties (IVT) in Q3 2025, closing a stake of 152 shares — an estimated $4.15K sold.

Salomon & Ludwin first reported a position in IVT in Q3 2023 and held it in 8 quarters. The position peaked at $4.58K in Q4 2024. 302 funds tracked by Wall St. Rank hold IVT as of Q3 2025.

  • Salomon & Ludwin reported no remaining InvenTrust Properties position as of Q3 2025 after selling out during the quarter.
  • Salomon & Ludwin sold 152 InvenTrust Properties shares in Q3 2025, an estimated $4.15K.
  • Salomon & Ludwin first reported a position in InvenTrust Properties in Q3 2023 and held it in 8 quarters.
  • Salomon & Ludwin's InvenTrust Properties position peaked at $4.58K in Q4 2024.
  • 302 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2025.

Based on Salomon & Ludwin's 13F filing for Q3 2025, filed 21 Oct 2025.