Winch Advisory Services’s InvenTrust Properties IVT Stock Holding History

Winch Advisory Services’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	$41.1K	Buy	1,161 +9	+0.8%	+$296	0.01%	209
2026 Q1	$35.1K	Buy	1,152 +10	+0.9%	+$301	0.01%	202
2025 Q4	$32.2K	Buy	1,142 +10	+0.9%	+$282	0.01%	206
2025 Q3	$32.4K	Buy	1,132 +9	+0.8%	+$255	0.01%	199
2025 Q2	$30.8K	Buy	1,123 +10	+0.9%	+$278	0.01%	198
2025 Q1	$32.7K	Buy	1,113 +9	+0.8%	+$265	0.01%	183
2024 Q4	$33.3K	Buy	1,104 +8	+0.7%	+$241	0.01%	188
2024 Q3	$31.1K	Buy	1,096 +10	+0.9%	+$277	0.01%	189
2024 Q2	$26.9K	Buy	1,086 +10	+0.9%	+$247	0.01%	194
2024 Q1	$27.7K	Buy	1,076 +9	+0.8%	+$227	0.01%	189
2023 Q4	$27K	Buy	1,067 +9	+0.9%	+$224	0.01%	186
2023 Q3	$25K	Buy	1,058 +9	+0.9%	+$216	0.01%	183
2023 Q2	$24K	Buy	1,049 +10	+1%	+$226	0.01%	178
2023 Q1	$24K	Buy	1,039 +8	+0.8%	+$189	0.01%	180
2022 Q4	$24K	Buy	1,031 +9	+0.9%	+$215	0.01%	174
2022 Q3	$22K	Buy	1,022 +8	+0.8%	+$212	0.01%	165
2022 Q2	$26K	Buy	1,014 +7	+0.7%	+$205	0.01%	155
2022 Q1	$31K	Buy	1,007 +7	+0.7%	+$190	0.01%	167
2021 Q4	$27K	Buy	+1,000	New	+$25.2K	0.01%	179

Other funds holding IVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Winch Advisory Services's IVT Position: Q2 2026 in Review

Winch Advisory Services increased its InvenTrust Properties (IVT) stake by 0.78% in Q2 2026, buying an estimated $296 and bringing the position to 1,161 shares worth $41.1K. The position accounts for 0.01% of the portfolio, ranked #209.

Winch Advisory Services first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Winch Advisory Services held 1,161 shares of InvenTrust Properties worth $41.1K as of Q2 2026.
Winch Advisory Services bought 9 InvenTrust Properties shares in Q2 2026, an estimated $296.
InvenTrust Properties made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #209 holding.
Winch Advisory Services first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.