WAM
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Wolverine Asset Management’s InvenTrust Properties IVT Stock Holding History

Wolverine Asset Management’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 		$331K Sell
10,861
-33,181
-75% -$1,000K 0.01% 1012
2025
Q4 		$1.24M Buy
44,042
+15,000
+52% +$422K 0.02% 739
2025
Q3 		$831K Buy
29,042
+15,404
+113% +$436K 0.01% 776
2025
Q2 		$374K Buy
13,638
+1,108
+9% +$30.8K 0.01% 934
2025
Q1 		$368K Buy
12,530
+12,212
+3,840% +$360K 0.01% 912
2024
Q4 		$9.58K Sell
318
-17,909
-98% -$539K ﹤0.01% 1365
2024
Q3 		$517K Sell
18,227
-35,517
-66% -$985K 0.01% 850
2024
Q2 		$1.33M Buy
53,744
+37,585
+233% +$930K 0.03% 598
2024
Q1 		$415K Sell
16,159
-12,454
-44% -$314K 0.01% 848
2023
Q4 		$725K Buy
28,613
+27,371
+2,204% +$682K 0.01% 793
2023
Q3 		$29.6K Buy
+1,242
New +$29.9K ﹤0.01% 1301

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