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Sunbelt Securities’s InvenTrust Properties IVT Stock Holding History

Sunbelt Securities’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 		$1.55K Buy
+51
New +$1.54K ﹤0.01% 1989

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sunbelt Securities's IVT Position: Q1 2026 in Review

Sunbelt Securities opened a new position in InvenTrust Properties (IVT) in Q1 2026: 51 shares worth $1.55K. The stake represents ﹤0.01% of the portfolio and ranks #1989 among its holdings.

322 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Sunbelt Securities held 51 shares of InvenTrust Properties worth $1.55K as of Q1 2026.
  • InvenTrust Properties was a new Sunbelt Securities position in Q1 2026.
  • InvenTrust Properties made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1989 holding.
  • 322 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.