Sumitomo Mitsui DS Asset Management’s InvenTrust Properties IVT Stock Holding History

Sumitomo Mitsui DS Asset 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	$579K	Hold	16,365	–	–	﹤0.01%	669
2026 Q1	$498K	Hold	16,365	–	–	﹤0.01%	672
2025 Q4	$462K	Hold	16,365	–	–	﹤0.01%	668
2025 Q3	$468K	Hold	16,365	–	–	﹤0.01%	667
2025 Q2	$448K	Hold	16,365	–	–	﹤0.01%	673
2025 Q1	$481K	Hold	16,365	–	–	﹤0.01%	693
2024 Q4	$493K	Buy	16,365 +4,499	+38%	+$135K	0.01%	706
2024 Q3	$337K	Hold	11,866	–	–	﹤0.01%	725
2024 Q2	$294K	Hold	11,866	–	–	﹤0.01%	725
2024 Q1	$305K	Hold	11,866	–	–	﹤0.01%	724
2023 Q4	$301K	Hold	11,866	–	–	﹤0.01%	750
2023 Q3	$283K	Hold	11,866	–	–	﹤0.01%	736
2023 Q2	$275K	Hold	11,866	–	–	﹤0.01%	737
2023 Q1	$278K	Buy	+11,866	New	+$280K	0.01%	727
2022 Q3	–	Sell	-8,406	Closed	-$217K	–	764
2022 Q2	$217K	Hold	8,406	–	–	0.01%	737
2022 Q1	$259K	Buy	+8,406	New	+$229K	0.01%	733

Other funds holding IVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's IVT Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management held its InvenTrust Properties (IVT) position steady in Q2 2026 at 16,365 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Sumitomo Mitsui DS Asset Management first reported a position in IVT in Q1 2022 and has held it in 16 quarters since. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 16,365 shares of InvenTrust Properties worth $579K as of Q2 2026.
Sumitomo Mitsui DS Asset Management left its InvenTrust Properties share count unchanged in Q2 2026.
InvenTrust Properties made up ﹤0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #669 holding.
Sumitomo Mitsui DS Asset Management first reported a position in InvenTrust Properties in Q1 2022 and has held it in 16 quarters since.
342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.