UM
IVT icon

UniSuper Management’s InvenTrust Properties IVT Stock Holding History

UniSuper 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
Q1 		$481K Hold
15,800
– – ﹤0.01% 590
2025
Q4 		$446K Sell
15,800
-6,200
-28% -$175K ﹤0.01% 596
2025
Q3 		$630K Hold
22,000
– – ﹤0.01% 587
2025
Q2 		$603K Hold
22,000
– – ﹤0.01% 596
2025
Q1 		$646K Buy
22,000
+2,600
+13% +$76.6K ﹤0.01% 589
2024
Q4 		$585K Hold
19,400
– – ﹤0.01% 584
2024
Q3 		$550K Hold
19,400
– – ﹤0.01% 618
2024
Q2 		$480K Hold
19,400
– – ﹤0.01% 786
2024
Q1 		$499K Hold
19,400
– – ﹤0.01% 749
2023
Q4 		$492K Hold
19,400
– – 0.01% 334
2023
Q3 		$462K Hold
19,400
– – 0.01% 331
2023
Q2 		$449K Buy
+19,400
New +$438K 0.01% 335

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