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
Q2 		$4.7M Buy
132,800
+38,548
+41% +$1.27M ﹤0.01% 2898
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 $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

Wells Fargo's IVT Position: Q2 2026 in Review

Wells Fargo increased its InvenTrust Properties (IVT) stake by 41% in Q2 2026, buying an estimated $1.27M and bringing the position to 132,800 shares worth $4.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2898.

Wells Fargo first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. 343 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Wells Fargo held 132,800 shares of InvenTrust Properties worth $4.7M as of Q2 2026.
  • Wells Fargo bought 38,548 InvenTrust Properties shares in Q2 2026, an estimated $1.27M.
  • InvenTrust Properties made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #2898 holding.
  • Wells Fargo first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
  • 343 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.