Sumitomo Mitsui Trust Group
IVT icon

Sumitomo Mitsui Trust Group’s InvenTrust Properties IVT Stock Holding History

Sumitomo Mitsui Trust Group’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 		$2.9M Sell
81,988
-1,636
-2% -$53.7K ﹤0.01% 778
2026
Q1 		$2.55M Sell
83,624
-1,042
-1% -$31.4K ﹤0.01% 769
2025
Q4 		$2.39M Sell
84,666
-1,340
-2% -$37.7K ﹤0.01% 779
2025
Q3 		$2.46M Sell
86,006
-1,257
-1% -$35.6K ﹤0.01% 781
2025
Q2 		$2.39M Buy
87,263
+3,182
+4% +$88.5K ﹤0.01% 779
2025
Q1 		$2.47M Sell
84,081
-840
-1% -$24.8K ﹤0.01% 781
2024
Q4 		$2.56M Buy
84,921
+3,451
+4% +$104K ﹤0.01% 798
2024
Q3 		$2.31M Buy
81,470
+5,221
+7% +$145K ﹤0.01% 819
2024
Q2 		$1.89M Buy
76,249
+1,500
+2% +$37.1K ﹤0.01% 840
2024
Q1 		$1.92M Sell
74,749
-4,728
-6% -$119K ﹤0.01% 901
2023
Q4 		$2.01M Buy
79,477
+6,962
+10% +$174K ﹤0.01% 904
2023
Q3 		$1.73M Sell
72,515
-5,998
-8% -$144K ﹤0.01% 925
2023
Q2 		$1.82M Buy
78,513
+3,362
+4% +$75.8K ﹤0.01% 936
2023
Q1 		$1.76M Sell
75,151
-142
-0.2% -$3.35K ﹤0.01% 923
2022
Q4 		$1.78M Sell
75,293
-7,434
-9% -$177K ﹤0.01% 947
2022
Q3 		$1.76M Buy
82,727
+2,850
+4% +$75.7K ﹤0.01% 957
2022
Q2 		$2.06M Buy
+79,877
New +$2.34M ﹤0.01% 948

Other funds holding IVT

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
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

Sumitomo Mitsui Trust Group's IVT Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its InvenTrust Properties (IVT) stake by 2% in Q2 2026, selling an estimated $53.7K and leaving 81,988 shares worth $2.9M. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Sumitomo Mitsui Trust Group first reported a position in IVT in Q2 2022 and has held it in 17 quarters since. 99 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 81,988 shares of InvenTrust Properties worth $2.9M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 1,636 InvenTrust Properties shares in Q2 2026, an estimated $53.7K.
  • InvenTrust Properties made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #778 holding.
  • Sumitomo Mitsui Trust Group first reported a position in InvenTrust Properties in Q2 2022 and has held it in 17 quarters since.
  • 99 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.