UBS Group
IVT icon

UBS Group’s InvenTrust Properties IVT Stock Holding History

UBS Group’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 		$3.76M Sell
123,387
-93,561
-43% -$2.82M ﹤0.01% 4364
2025
Q4 		$6.12M Buy
216,948
+157,633
+266% +$4.44M ﹤0.01% 3813
2025
Q3 		$1.7M Sell
59,315
-31,371
-35% -$889K ﹤0.01% 5115
2025
Q2 		$2.48M Sell
90,686
-6,762
-7% -$188K ﹤0.01% 4586
2025
Q1 		$2.86M Sell
97,448
-6,925
-7% -$204K ﹤0.01% 4365
2024
Q4 		$3.14M Buy
104,373
+51,368
+97% +$1.55M ﹤0.01% 4280
2024
Q3 		$1.5M Buy
53,005
+8,115
+18% +$225K ﹤0.01% 4270
2024
Q2 		$1.11M Sell
44,890
-50,068
-53% -$1.24M ﹤0.01% 4323
2024
Q1 		$2.44M Sell
94,958
-3,336
-3% -$84K ﹤0.01% 3744
2023
Q4 		$2.49M Buy
98,294
+18,410
+23% +$459K ﹤0.01% 3569
2023
Q3 		$1.9M Buy
79,884
+4,008
+5% +$96.4K ﹤0.01% 3484
2023
Q2 		$1.76M Sell
75,876
-19,543
-20% -$441K ﹤0.01% 3663
2023
Q1 		$2.23M Buy
95,419
+21,034
+28% +$496K ﹤0.01% 3300
2022
Q4 		$1.76M Buy
74,385
+9,425
+15% +$225K ﹤0.01% 3520
2022
Q3 		$1.39M Buy
64,960
+35,298
+119% +$937K ﹤0.01% 3467
2022
Q2 		$765K Sell
29,662
-10,596
-26% -$310K ﹤0.01% 3940
2022
Q1 		$1.24M Buy
40,258
+12,588
+45% +$342K ﹤0.01% 3880
2021
Q4 		$755K Buy
+27,670
New +$698K ﹤0.01% 4632

Other funds holding IVT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return