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Sigma Planning Corp’s InvenTrust Properties IVT Stock Holding History

Sigma Planning Corp’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
-7,390
Closed -$217K – 1293
2025
Q1 		$217K Sell
7,390
-181
-2% -$5.33K 0.01% 1091
2024
Q4 		$228K Sell
7,571
-1,398
-16% -$42.1K 0.01% 1034
2024
Q3 		$254K Sell
8,969
-3,225
-26% -$89.5K 0.01% 1024
2024
Q2 		$302K Sell
12,194
-708
-5% -$17.5K 0.01% 923
2024
Q1 		$332K Buy
12,902
+4,218
+49% +$106K 0.01% 911
2023
Q4 		$220K Sell
8,684
-9,897
-53% -$247K 0.02% 748
2023
Q3 		$442K Buy
18,581
+374
+2% +$8.99K 0.02% 771
2023
Q2 		$421K Sell
18,207
-3,849
-17% -$86.8K 0.02% 801
2023
Q1 		$516K Sell
22,056
-5,244
-19% -$124K 0.02% 780
2022
Q4 		$646K Sell
27,300
-2,828
-9% -$67.5K 0.02% 660
2022
Q3 		$643K Buy
30,128
+168
+0.6% +$4.46K 0.02% 634
2022
Q2 		$773K Sell
29,960
-695
-2% -$20.3K 0.03% 575
2022
Q1 		$944K Buy
+30,655
New +$834K 0.03% 562

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

Sigma Planning Corp's IVT Position: Q2 2025 in Review

Sigma Planning Corp sold out of InvenTrust Properties (IVT) in Q2 2025, closing a stake of 7,390 shares — an estimated $217K sold.

Sigma Planning Corp first reported a position in IVT in Q1 2022 and held it in 13 quarters. The position peaked at $944K in Q1 2022. 304 funds tracked by Wall St. Rank hold IVT as of Q2 2025.

  • Sigma Planning Corp reported no remaining InvenTrust Properties position as of Q2 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 7,390 InvenTrust Properties shares in Q2 2025, an estimated $217K.
  • Sigma Planning Corp first reported a position in InvenTrust Properties in Q1 2022 and held it in 13 quarters.
  • Sigma Planning Corp's InvenTrust Properties position peaked at $944K in Q1 2022.
  • 304 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.