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Savant Capital’s InvenTrust Properties IVT Stock Holding History

Savant 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 		$235K Buy
+6,691
New +$220K ﹤0.01% 1648
2024
Q3 		– Sell
-179,535
Closed -$4.45M – 1429
2024
Q2 		$4.45M Buy
+179,535
New +$4.44M 0.04% 216

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Savant Capital's IVT Position: Q2 2026 in Review

Savant Capital opened a new position in InvenTrust Properties (IVT) in Q2 2026: 6,691 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #1648 among its holdings. This is a return to the name: Savant Capital previously reported a position in IVT as recently as Q2 2024.

Savant Capital first reported a position in IVT in Q2 2024 and has held it in 2 quarters since. The position peaked at $4.45M in Q2 2024. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Savant Capital held 6,691 shares of InvenTrust Properties worth $235K as of Q2 2026.
  • InvenTrust Properties was a new Savant Capital position in Q2 2026.
  • InvenTrust Properties made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1648 holding.
  • Savant Capital first reported a position in InvenTrust Properties in Q2 2024 and has held it in 2 quarters since.
  • Savant Capital's InvenTrust Properties position peaked at $4.45M in Q2 2024.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.