Simplex Trading
IVT icon

Simplex Trading’s InvenTrust Properties IVT Stock Holding History

Simplex Trading’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
Q4 		– Sell
-600
Closed -$17K – 9289
2025
Q3 		$17K Buy
+600
New +$17K ﹤0.01% 7464
2024
Q3 		– Sell
-3,200
Closed -$79K – 9001
2024
Q2 		$79K Sell
3,200
-3,500
-52% -$86.6K ﹤0.01% 5618
2024
Q1 		$172K Buy
6,700
+4,300
+179% +$108K ﹤0.01% 5021
2023
Q4 		$60K Sell
2,400
-2,400
-50% -$59.8K ﹤0.01% 5916
2023
Q3 		$114K Sell
4,800
-800
-14% -$19.2K ﹤0.01% 4954
2023
Q2 		$129K Buy
5,600
+4,800
+600% +$108K ﹤0.01% 4783
2023
Q1 		$18K Sell
800
-4,300
-84% -$101K ﹤0.01% 7011
2022
Q4 		$120K Buy
5,100
+2,200
+76% +$52.5K ﹤0.01% 4854
2022
Q3 		$61K Buy
2,900
+1,700
+142% +$45.1K ﹤0.01% 6159
2022
Q2 		$30K Buy
1,200
+100
+9% +$2.93K ﹤0.01% 7150
2022
Q1 		$33K Buy
1,100
+1,000
+1,000% +$27.2K ﹤0.01% 7665
2021
Q4 		$2K Buy
+100
New +$2.52K ﹤0.01% 10003

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

Simplex Trading's IVT Position: Q2 2026 in Review

Simplex Trading opened a new position in InvenTrust Properties (IVT) in Q2 2026: 21 shares worth $743. The stake represents ﹤0.01% of the portfolio and ranks #8887 among its holdings. This is a return to the name: Simplex Trading previously reported a position in IVT as recently as Q1 2023.

Simplex Trading first reported a position in IVT in Q2 2022 and has held it in 4 quarters since. The position peaked at $13K in Q2 2022. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Simplex Trading held 21 shares of InvenTrust Properties worth $743 as of Q2 2026.
  • InvenTrust Properties was a new Simplex Trading position in Q2 2026.
  • InvenTrust Properties made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #8887 holding.
  • Simplex Trading first reported a position in InvenTrust Properties in Q2 2022 and has held it in 4 quarters since.
  • Simplex Trading's InvenTrust Properties position peaked at $13K in Q2 2022.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.