Steward Partners Investment Advisory’s InvenTrust Properties IVT Stock Holding History

Steward Partners Investment Advisory’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	$853	Hold	28	–	–	﹤0.01%	4205
2025 Q4	$790	Hold	28	–	–	﹤0.01%	4111
2025 Q3	$801	Sell	28 -622	-96%	-$17.6K	﹤0.01%	4077
2025 Q2	$17.8K	Buy	650 +28	+5%	+$778	﹤0.01%	2972
2025 Q1	$18.3K	Hold	622	–	–	﹤0.01%	2851
2024 Q4	$18.7K	Hold	622	–	–	﹤0.01%	2833
2024 Q3	$17.6K	Hold	622	–	–	﹤0.01%	2712
2024 Q2	$15.4K	Sell	622 -60	-9%	-$1.48K	﹤0.01%	2627
2024 Q1	$17.5K	Buy	682 +60	+10%	+$1.51K	﹤0.01%	2572
2023 Q4	$15.8K	Hold	622	–	–	﹤0.01%	2515
2023 Q3	$14.8K	Hold	622	–	–	﹤0.01%	2442
2023 Q2	$14.4K	Hold	622	–	–	﹤0.01%	2437
2023 Q1	$14.6K	Hold	622	–	–	﹤0.01%	2389
2022 Q4	$14.7K	Hold	622	–	–	﹤0.01%	2390
2022 Q3	$13K	Hold	622	–	–	﹤0.01%	2418
2022 Q2	$16K	Hold	622	–	–	﹤0.01%	2321
2022 Q1	$19K	Hold	622	–	–	﹤0.01%	2391
2021 Q4	$17K	Buy	+622	New	+$15.7K	﹤0.01%	2391

Other funds holding IVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Partners Investment Advisory's IVT Position: Q1 2026 in Review

Steward Partners Investment Advisory held its InvenTrust Properties (IVT) position steady in Q1 2026 at 28 shares worth $853. The position accounts for ﹤0.01% of the portfolio, ranked #4205.

Steward Partners Investment Advisory first reported a position in IVT in Q4 2021 and has held it in 18 quarters since. The position peaked at $19K in Q1 2022. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

Steward Partners Investment Advisory held 28 shares of InvenTrust Properties worth $853 as of Q1 2026.
Steward Partners Investment Advisory left its InvenTrust Properties share count unchanged in Q1 2026.
InvenTrust Properties made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4205 holding.
Steward Partners Investment Advisory first reported a position in InvenTrust Properties in Q4 2021 and has held it in 18 quarters since.
Steward Partners Investment Advisory's InvenTrust Properties position peaked at $19K in Q1 2022.
321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.