VIA
IVT icon

Virtus Investment Advisers’s InvenTrust Properties IVT Stock Holding History

Virtus Investment Advisers’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
Q4 		– Sell
-5,865
Closed -$168K – 512
2025
Q3 		$168K Sell
5,865
-295
-5% -$8.36K 0.05% 354
2025
Q2 		$169K Buy
6,160
+1,130
+22% +$31.4K 0.06% 285
2025
Q1 		$148K Buy
+5,030
New +$148K 0.04% 338

Other funds holding IVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Virtus Investment Advisers's IVT Position: Q4 2025 in Review

Virtus Investment Advisers sold out of InvenTrust Properties (IVT) in Q4 2025, closing a stake of 5,865 shares — an estimated $168K sold.

Virtus Investment Advisers first reported a position in IVT in Q1 2025 and held it in 3 quarters. The position peaked at $169K in Q2 2025. 300 funds tracked by Wall St. Rank hold IVT as of Q4 2025.

  • Virtus Investment Advisers reported no remaining InvenTrust Properties position as of Q4 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 5,865 InvenTrust Properties shares in Q4 2025, an estimated $168K.
  • Virtus Investment Advisers first reported a position in InvenTrust Properties in Q1 2025 and held it in 3 quarters.
  • Virtus Investment Advisers's InvenTrust Properties position peaked at $169K in Q2 2025.
  • 300 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2025.

Based on Virtus Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.