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Sequoia Financial Advisors’s InvenTrust Properties IVT Stock Holding History

Sequoia Financial Advisors’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
Q2 		– Sell
-7,020
Closed -$206K – 1614
2025
Q1 		$206K Sell
7,020
-511
-7% -$15.1K ﹤0.01% 1255
2024
Q4 		$227K Buy
+7,531
New +$227K ﹤0.01% 1164

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sequoia Financial Advisors's IVT Position: Q2 2025 in Review

Sequoia Financial Advisors sold out of InvenTrust Properties (IVT) in Q2 2025, closing a stake of 7,020 shares — an estimated $206K sold.

Sequoia Financial Advisors first reported a position in IVT in Q4 2024 and held it in 2 quarters. The position peaked at $227K in Q4 2024. 304 funds tracked by Wall St. Rank hold IVT as of Q2 2025.

  • Sequoia Financial Advisors reported no remaining InvenTrust Properties position as of Q2 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 7,020 InvenTrust Properties shares in Q2 2025, an estimated $206K.
  • Sequoia Financial Advisors first reported a position in InvenTrust Properties in Q4 2024 and held it in 2 quarters.
  • Sequoia Financial Advisors's InvenTrust Properties position peaked at $227K in Q4 2024.
  • 304 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2025.

Based on Sequoia Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.