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SummitTX Capital’s InvenTrust Properties IVT Stock Holding History

SummitTX Capital’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 		$1.06M Sell
29,859
-94,891
-76% -$3.12M 0.03% 449
2026
Q1 		$3.8M Buy
124,750
+13,302
+12% +$401K 0.12% 203
2025
Q4 		$3.14M Sell
111,448
-19,159
-15% -$539K 0.09% 229
2025
Q3 		$3.74M Sell
130,607
-19,893
-13% -$564K 0.15% 149
2025
Q2 		$4.12M Buy
+150,500
New +$4.18M 0.18% 145

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SummitTX Capital's IVT Position: Q2 2026 in Review

SummitTX Capital reduced its InvenTrust Properties (IVT) stake by 76% in Q2 2026, selling an estimated $3.12M and leaving 29,859 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #449.

SummitTX Capital first reported a position in IVT in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.12M in Q2 2025. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • SummitTX Capital held 29,859 shares of InvenTrust Properties worth $1.06M as of Q2 2026.
  • SummitTX Capital sold 94,891 InvenTrust Properties shares in Q2 2026, an estimated $3.12M.
  • InvenTrust Properties made up 0.03% of SummitTX Capital's portfolio in Q2 2026, its #449 holding.
  • SummitTX Capital first reported a position in InvenTrust Properties in Q2 2025 and has held it in 5 quarters since.
  • SummitTX Capital's InvenTrust Properties position peaked at $4.12M in Q2 2025.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.