Wellington Management Group
IVT icon

Wellington Management Group’s InvenTrust Properties IVT Stock Holding History

Wellington Management Group’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 		$22.9M Buy
647,037
+613,738
+1,843% +$20.2M ﹤0.01% 1015
2026
Q1 		$1.01M Buy
+33,299
New +$1M ﹤0.01% 1671

Other funds holding IVT

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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 $3.37T AUM 44.26% 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

Wellington Management Group's IVT Position: Q2 2026 in Review

Wellington Management Group increased its InvenTrust Properties (IVT) stake by 1,843% in Q2 2026, buying an estimated $20.2M and bringing the position to 647,037 shares worth $22.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Wellington Management Group first reported a position in IVT in Q1 2026 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Wellington Management Group held 647,037 shares of InvenTrust Properties worth $22.9M as of Q2 2026.
  • Wellington Management Group bought 613,738 InvenTrust Properties shares in Q2 2026, an estimated $20.2M.
  • InvenTrust Properties made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1015 holding.
  • Wellington Management Group first reported a position in InvenTrust Properties in Q1 2026 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.