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Sittner & Nelson’s InvenTrust Properties IVT Stock Holding History

Sittner & Nelson’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
Q1 		$6.18K Hold
203
– – ﹤0.01% 463
2025
Q4 		$6.18K Hold
203
– – ﹤0.01% 427
2025
Q3 		$5.81K Hold
203
– – ﹤0.01% 398
2025
Q2 		$5.56K Hold
203
– – ﹤0.01% 411
2025
Q1 		$5.96K Hold
203
– – ﹤0.01% 396
2024
Q4 		$6.12K Hold
203
– – ﹤0.01% 373
2024
Q3 		$5.76K Hold
203
– – ﹤0.01% 371
2024
Q2 		$5.03K Hold
203
– – ﹤0.01% 388
2024
Q1 		$5.22K Buy
+203
New +$5.11K ﹤0.01% 388

Other funds holding IVT

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sittner & Nelson's IVT Position: Q1 2026 in Review

Sittner & Nelson held its InvenTrust Properties (IVT) position steady in Q1 2026 at 203 shares worth $6.18K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Sittner & Nelson first reported a position in IVT in Q1 2024 and has held it in 9 quarters since. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Sittner & Nelson held 203 shares of InvenTrust Properties worth $6.18K as of Q1 2026.
  • Sittner & Nelson left its InvenTrust Properties share count unchanged in Q1 2026.
  • InvenTrust Properties made up ﹤0.01% of Sittner & Nelson's portfolio in Q1 2026, its #463 holding.
  • Sittner & Nelson first reported a position in InvenTrust Properties in Q1 2024 and has held it in 9 quarters since.
  • 321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.