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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
Q2 		$410K Sell
11,582
-1,803
-13% -$59.2K ﹤0.01% 1264
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
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 $3.38T AUM 44.17% 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

Waverly Advisors's IVT Position: Q2 2026 in Review

Waverly Advisors reduced its InvenTrust Properties (IVT) stake by 13% in Q2 2026, selling an estimated $59.2K and leaving 11,582 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Waverly Advisors first reported a position in IVT in Q1 2022 and has held it in 14 quarters since. The position peaked at $642K in Q4 2024. 344 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Waverly Advisors held 11,582 shares of InvenTrust Properties worth $410K as of Q2 2026.
  • Waverly Advisors sold 1,803 InvenTrust Properties shares in Q2 2026, an estimated $59.2K.
  • InvenTrust Properties made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1264 holding.
  • Waverly Advisors first reported a position in InvenTrust Properties in Q1 2022 and has held it in 14 quarters since.
  • Waverly Advisors's InvenTrust Properties position peaked at $642K in Q4 2024.
  • 344 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.