Sun Life Financial’s InvenTrust Properties IVT Stock Holding History

Sun Life Financial’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	$465K	Hold	13,122	–	–	0.02%	33
2026 Q1	$400K	Buy	+13,122	New	+$395K	0.02%	32

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

Sun Life Financial's IVT Position: Q2 2026 in Review

Sun Life Financial held its InvenTrust Properties (IVT) position steady in Q2 2026 at 13,122 shares worth $465K. The position accounts for 0.02% of the portfolio, ranked #33.

Sun Life Financial first reported a position in IVT in Q1 2026 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Sun Life Financial held 13,122 shares of InvenTrust Properties worth $465K as of Q2 2026.
Sun Life Financial left its InvenTrust Properties share count unchanged in Q2 2026.
InvenTrust Properties made up 0.02% of Sun Life Financial's portfolio in Q2 2026, its #33 holding.
Sun Life Financial first reported a position in InvenTrust Properties in Q1 2026 and has held it in 2 quarters since.
342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Sun Life Financial's 13F filing for Q2 2026, filed 12 Aug 2026.