Signature Estate & Investment Advisors’s InvenTrust Properties IVT Stock Holding History

Signature Estate & Investment 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
2026 Q2	$308K	Sell	8,708 -320	-4%	-$10.5K	0.01%	540
2026 Q1	$275K	Sell	9,028 -120	-1%	-$3.62K	0.01%	553
2025 Q4	$258K	Sell	9,148 -688	-7%	-$19.4K	0.01%	531
2025 Q3	$282K	Sell	9,836 -20	-0.2%	-$567	0.01%	510
2025 Q2	$270K	Sell	9,856 -3,956	-29%	-$110K	0.01%	492
2025 Q1	$406K	Buy	13,812 +416	+3%	+$12.3K	0.01%	380
2024 Q4	$404K	Sell	13,396 -327	-2%	-$9.84K	0.01%	372
2024 Q3	$389K	Buy	13,723 +882	+7%	+$24.5K	0.01%	364
2024 Q2	$318K	Buy	+12,841	New	+$318K	0.01%	380

Other funds holding IVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Signature Estate & Investment Advisors's IVT Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its InvenTrust Properties (IVT) stake by 3.5% in Q2 2026, selling an estimated $10.5K and leaving 8,708 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #540.

Signature Estate & Investment Advisors first reported a position in IVT in Q2 2024 and has held it in 9 quarters since. The position peaked at $406K in Q1 2025. 163 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Signature Estate & Investment Advisors held 8,708 shares of InvenTrust Properties worth $308K as of Q2 2026.
Signature Estate & Investment Advisors sold 320 InvenTrust Properties shares in Q2 2026, an estimated $10.5K.
InvenTrust Properties made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #540 holding.
Signature Estate & Investment Advisors first reported a position in InvenTrust Properties in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's InvenTrust Properties position peaked at $406K in Q1 2025.
163 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.