TFC Financial Management’s InvenTrust Properties IVT Stock Holding History

TFC Financial 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 Q3	$61	Hold	2	–	–	﹤0.01%	972
2026 Q2	$71	Hold	2	–	–	﹤0.01%	959
2026 Q1	$61	Hold	2	–	–	﹤0.01%	933
2025 Q4	$57	Buy	2 +1	+100%	+$28	﹤0.01%	918
2025 Q3	$29	Hold	1	–	–	﹤0.01%	982
2025 Q2	$28	Hold	1	–	–	﹤0.01%	965
2025 Q1	$30	Hold	1	–	–	﹤0.01%	926
2024 Q4	$31	Hold	1	–	–	﹤0.01%	937
2024 Q3	$29	Buy	+1	New	+$28	﹤0.01%	967
2024 Q2	–	Sell	-1	Closed	-$26	–	1030
2024 Q1	$26	Buy	+1	New	+$25	﹤0.01%	901

Other funds holding IVT

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return

TFC Financial Management's IVT Position: Q3 2026 in Review

TFC Financial Management held its InvenTrust Properties (IVT) position steady in Q3 2026 at 2 shares worth $61. The position accounts for ﹤0.01% of the portfolio, ranked #972.

TFC Financial Management first reported a position in IVT in Q1 2024 and has held it in 10 quarters since. The position peaked at $71 in Q2 2026. 204 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

TFC Financial Management held 2 shares of InvenTrust Properties worth $61 as of Q3 2026.
TFC Financial Management left its InvenTrust Properties share count unchanged in Q3 2026.
InvenTrust Properties made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #972 holding.
TFC Financial Management first reported a position in InvenTrust Properties in Q1 2024 and has held it in 10 quarters since.
TFC Financial Management's InvenTrust Properties position peaked at $71 in Q2 2026.
204 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.