Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s InvenTrust Properties IVT Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$1.04M Buy
29,331
+613
+2% +$20.1K ﹤0.01% 1544
2026
Q1 		$875K Buy
28,718
+876
+3% +$26.4K ﹤0.01% 1555
2025
Q4 		$785K Buy
27,842
+2,993
+12% +$84.3K ﹤0.01% 1570
2025
Q3 		$711K Sell
24,849
-3,529
-12% -$100K ﹤0.01% 1648
2025
Q2 		$778K Buy
28,378
+1,095
+4% +$30.4K ﹤0.01% 1570
2025
Q1 		$801K Buy
+27,283
New +$804K ﹤0.01% 1526

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's IVT Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its InvenTrust Properties (IVT) stake by 2.1% in Q2 2026, buying an estimated $20.1K and bringing the position to 29,331 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in IVT in Q1 2025 and has held it in 6 quarters since. 222 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 29,331 shares of InvenTrust Properties worth $1.04M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 613 InvenTrust Properties shares in Q2 2026, an estimated $20.1K.
  • InvenTrust Properties made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1544 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in InvenTrust Properties in Q1 2025 and has held it in 6 quarters since.
  • 222 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.