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Smallwood Wealth Investment Management’s InvenTrust Properties IVT Stock Holding History

Smallwood Wealth Investment Management’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 		$195K Sell
5,507
-557
-9% -$18.3K 0.09% 96
2026
Q1 		$185K Hold
6,064
– – 0.1% 84
2025
Q4 		$171K Sell
6,064
-4,607
-43% -$130K 0.09% 89
2025
Q3 		$305K Sell
10,671
-2,002
-16% -$56.7K 0.16% 66
2025
Q2 		$347K Buy
12,673
+953
+8% +$26.5K 0.2% 55
2025
Q1 		$344K Buy
11,720
+2,445
+26% +$72.1K 0.22% 54
2024
Q4 		$279K Sell
9,275
-190
-2% -$5.72K 0.19% 66
2024
Q3 		$269K Sell
9,465
-97
-1% -$2.69K 0.19% 61
2024
Q2 		$237K Buy
9,562
+6
+0.1% +$148 0.18% 60
2024
Q1 		$246K Buy
9,556
+5
+0.1% +$126 0.19% 60
2023
Q4 		$242K Sell
9,551
-221
-2% -$5.51K 0.2% 60
2023
Q3 		$233K Sell
9,772
-463
-5% -$11.1K 0.21% 59
2023
Q2 		$237K Sell
10,235
-771
-7% -$17.4K 0.21% 56
2023
Q1 		$258K Sell
11,006
-1,104
-9% -$26.1K 0.24% 55
2022
Q4 		$287K Sell
12,110
-1,647
-12% -$39.3K 0.24% 60
2022
Q3 		$293K Sell
13,757
-1,425
-9% -$37.8K 0.26% 60
2022
Q2 		$392K Sell
15,182
-827
-5% -$24.2K 0.4% 43
2022
Q1 		$493K Buy
16,009
+7,609
+91% +$207K 0.47% 34
2021
Q4 		$229K Buy
+8,400
New +$212K 0.21% 51

Other funds holding IVT

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Smallwood Wealth Investment Management's IVT Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its InvenTrust Properties (IVT) stake by 9.2% in Q2 2026, selling an estimated $18.3K and leaving 5,507 shares worth $195K. The position accounts for 0.09% of the portfolio, ranked #96.

Smallwood Wealth Investment Management first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. The position peaked at $493K in Q1 2022. 89 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Smallwood Wealth Investment Management held 5,507 shares of InvenTrust Properties worth $195K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 557 InvenTrust Properties shares in Q2 2026, an estimated $18.3K.
  • InvenTrust Properties made up 0.09% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #96 holding.
  • Smallwood Wealth Investment Management first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's InvenTrust Properties position peaked at $493K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.