SignatureFD
IVT icon

SignatureFD’s InvenTrust Properties IVT Stock Holding History

SignatureFD’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
Q3 		$17.6K Sell
584
-467
-44% -$15.6K ﹤0.01% 2481
2026
Q2 		$37.2K Buy
1,051
+153
+17% +$5.02K ﹤0.01% 2039
2026
Q1 		$27.4K Hold
898
– – ﹤0.01% 2059
2025
Q4 		$25.3K Buy
898
+20
+2% +$563 ﹤0.01% 2011
2025
Q3 		$25.1K Buy
878
+246
+39% +$6.97K ﹤0.01% 2003
2025
Q2 		$17.3K Sell
632
-12
-2% -$334 ﹤0.01% 2109
2025
Q1 		$18.9K Buy
644
+47
+8% +$1.38K ﹤0.01% 2088
2024
Q4 		$18K Buy
597
+16
+3% +$481 ﹤0.01% 2112
2024
Q3 		$16.5K Hold
581
– – ﹤0.01% 2127
2024
Q2 		$14.4K Buy
581
+28
+5% +$693 ﹤0.01% 2116
2024
Q1 		$14.2K Hold
553
– – ﹤0.01% 2172
2023
Q4 		$14K Hold
553
– – ﹤0.01% 2099
2023
Q3 		$13.2K Buy
553
+44
+9% +$1.06K ﹤0.01% 2059
2023
Q2 		$11.8K Sell
509
-28
-5% -$632 ﹤0.01% 2165
2023
Q1 		$12.6K Sell
537
-124
-19% -$2.93K ﹤0.01% 2112
2022
Q4 		$15.6K Buy
661
+152
+30% +$3.63K ﹤0.01% 1929
2022
Q3 		$11K Hold
509
– – ﹤0.01% 2036
2022
Q2 		$13K Hold
509
– – ﹤0.01% 1993
2022
Q1 		$16K Hold
509
– – ﹤0.01% 1954
2021
Q4 		$14K Buy
+509
New +$12.8K ﹤0.01% 1947

Other funds holding IVT

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

SignatureFD's IVT Position: Q3 2026 in Review

SignatureFD reduced its InvenTrust Properties (IVT) stake by 44% in Q3 2026, selling an estimated $15.6K and leaving 584 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2481.

SignatureFD first reported a position in IVT in Q4 2021 and has held it in 20 quarters since. The position peaked at $37.2K in Q2 2026. 161 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

  • SignatureFD held 584 shares of InvenTrust Properties worth $17.6K as of Q3 2026.
  • SignatureFD sold 467 InvenTrust Properties shares in Q3 2026, an estimated $15.6K.
  • InvenTrust Properties made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2481 holding.
  • SignatureFD first reported a position in InvenTrust Properties in Q4 2021 and has held it in 20 quarters since.
  • SignatureFD's InvenTrust Properties position peaked at $37.2K in Q2 2026.
  • 161 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.