Tucker Asset Management’s InvenTrust Properties IVT Stock Holding History

Tucker Asset 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
2025 Q1	–	Sell	-145	Closed	-$4.37K	–	625
2024 Q4	$4.37K	Hold	145	–	–	﹤0.01%	1031
2024 Q3	$4.11K	Hold	145	–	–	﹤0.01%	979
2024 Q2	$3.59K	Hold	145	–	–	﹤0.01%	1167
2024 Q1	$3.73K	Hold	145	–	–	﹤0.01%	1173
2023 Q4	$3.67K	Hold	145	–	–	﹤0.01%	985
2023 Q3	$3.45K	Hold	145	–	–	﹤0.01%	917
2023 Q2	$3.35K	Hold	145	–	–	﹤0.01%	757
2023 Q1	$3.39K	Hold	145	–	–	﹤0.01%	785
2022 Q4	$3.42K	Hold	145	–	–	﹤0.01%	494
2022 Q3	$3.65K	Hold	145	–	–	﹤0.01%	486
2022 Q2	$3.74K	Hold	145	–	–	﹤0.01%	376
2022 Q1	$4.46K	Hold	145	–	–	﹤0.01%	337
2021 Q4	$4.06K	Buy	+145	New	+$3.66K	﹤0.01%	326

Other funds holding IVT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tucker Asset Management's IVT Position: Q1 2025 in Review

Tucker Asset Management sold out of InvenTrust Properties (IVT) in Q1 2025, closing a stake of 145 shares — an estimated $4.37K sold.

Tucker Asset Management first reported a position in IVT in Q4 2021 and held it in 13 quarters. The position peaked at $4.46K in Q1 2022. 301 funds tracked by Wall St. Rank hold IVT as of Q1 2025.

Tucker Asset Management reported no remaining InvenTrust Properties position as of Q1 2025 after selling out during the quarter.
Tucker Asset Management sold 145 InvenTrust Properties shares in Q1 2025, an estimated $4.37K.
Tucker Asset Management first reported a position in InvenTrust Properties in Q4 2021 and held it in 13 quarters.
Tucker Asset Management's InvenTrust Properties position peaked at $4.46K in Q1 2022.
301 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2025.

Based on Tucker Asset Management's 13F filing for Q1 2025, filed 6 Jan 2026.