Wells Fargo
IVT icon

Wells Fargo’s InvenTrust Properties IVT Stock Holding History

Wells Fargo’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 		$2.87M Sell
94,252
-45,067
-32% -$1.36M ﹤0.01% 3001
2025
Q4 		$3.93M Buy
139,319
+26,908
+24% +$758K ﹤0.01% 2903
2025
Q3 		$3.22M Buy
112,411
+10,109
+10% +$286K ﹤0.01% 2951
2025
Q2 		$2.8M Buy
102,302
+5,752
+6% +$160K ﹤0.01% 2933
2025
Q1 		$2.84M Buy
96,550
+24,191
+33% +$713K ﹤0.01% 2884
2024
Q4 		$2.18M Buy
72,359
+14,178
+24% +$427K ﹤0.01% 3130
2024
Q3 		$1.65M Buy
58,181
+895
+2% +$24.8K ﹤0.01% 3180
2024
Q2 		$1.42M Buy
57,286
+3,947
+7% +$97.6K ﹤0.01% 3244
2024
Q1 		$1.37M Buy
53,339
+1,644
+3% +$41.4K ﹤0.01% 3249
2023
Q4 		$1.31M Buy
51,695
+3,196
+7% +$79.7K ﹤0.01% 3246
2023
Q3 		$1.15M Sell
48,499
-18,485
-28% -$445K ﹤0.01% 3228
2023
Q2 		$1.55M Sell
66,984
-717
-1% -$16.2K ﹤0.01% 3115
2023
Q1 		$1.58M Buy
67,701
+1,592
+2% +$37.6K ﹤0.01% 3053
2022
Q4 		$1.56M Sell
66,109
-17,747
-21% -$424K ﹤0.01% 2957
2022
Q3 		$1.79M Buy
83,856
+38,048
+83% +$1.01M ﹤0.01% 2825
2022
Q2 		$1.18M Sell
45,808
-36,423
-44% -$1.07M ﹤0.01% 3184
2022
Q1 		$2.53M Buy
82,231
+8,235
+11% +$224K ﹤0.01% 3067
2021
Q4 		$2.02M Buy
+73,996
New +$1.87M ﹤0.01% 3493

Other funds holding IVT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return