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
Q2 		$4.16M Sell
117,401
-5,986
-5% -$197K ﹤0.01% 4367
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group's IVT Position: Q2 2026 in Review

UBS Group reduced its InvenTrust Properties (IVT) stake by 4.9% in Q2 2026, selling an estimated $197K and leaving 117,401 shares worth $4.16M. The position accounts for ﹤0.01% of the portfolio, ranked #4367.

UBS Group first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.12M in Q4 2025. 343 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • UBS Group held 117,401 shares of InvenTrust Properties worth $4.16M as of Q2 2026.
  • UBS Group sold 5,986 InvenTrust Properties shares in Q2 2026, an estimated $197K.
  • InvenTrust Properties made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4367 holding.
  • UBS Group first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
  • UBS Group's InvenTrust Properties position peaked at $6.12M in Q4 2025.
  • 343 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.