Waverly Advisors’s InvenTrust Properties IVT Stock Holding History

Waverly Advisors’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	$408K	Sell	13,385 -94	-0.7%	-$2.83K	﹤0.01%	1174
2025 Q4	$380K	Sell	13,479 -629	-4%	-$17.7K	﹤0.01%	1116
2025 Q3	$404K	Buy	14,108 +37	+0.3%	+$1.05K	﹤0.01%	929
2025 Q2	$386K	Sell	14,071 -1,611	-10%	-$44.8K	﹤0.01%	886
2025 Q1	$461K	Sell	15,682 -5,622	-26%	-$166K	0.01%	803
2024 Q4	$642K	Sell	21,304 -549	-3%	-$16.5K	0.01%	619
2024 Q3	$620K	Buy	21,853 +6	+0%	+$166	0.01%	542
2024 Q2	$541K	Buy	21,847 +800	+4%	+$19.8K	0.01%	568
2024 Q1	$541K	Buy	21,047 +5,733	+37%	+$144K	0.01%	464
2023 Q4	$388K	Buy	15,314 +5	+0%	+$125	0.01%	328
2023 Q3	$364K	Buy	15,309 +104	+0.7%	+$2.5K	0.02%	297
2023 Q2	$352K	Buy	+15,205	New	+$343K	0.02%	277
2022 Q2	–	Sell	-6,947	Closed	-$214K	–	216
2022 Q1	$214K	Buy	+6,947	New	+$189K	0.02%	189

Other funds holding IVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Waverly Advisors's IVT Position: Q1 2026 in Review

Waverly Advisors reduced its InvenTrust Properties (IVT) stake by 0.7% in Q1 2026, selling an estimated $2.83K and leaving 13,385 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Waverly Advisors first reported a position in IVT in Q1 2022 and has held it in 13 quarters since. The position peaked at $642K in Q4 2024. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

Waverly Advisors held 13,385 shares of InvenTrust Properties worth $408K as of Q1 2026.
Waverly Advisors sold 94 InvenTrust Properties shares in Q1 2026, an estimated $2.83K.
InvenTrust Properties made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1174 holding.
Waverly Advisors first reported a position in InvenTrust Properties in Q1 2022 and has held it in 13 quarters since.
Waverly Advisors's InvenTrust Properties position peaked at $642K in Q4 2024.
321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.