WVP
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Worth Venture Partners’s InvenTrust Properties IVT Stock Holding History

Worth Venture Partners’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
2025
Q3 		– Sell
-7,600
Closed -$208K – 65
2025
Q2 		$208K Buy
+7,600
New +$211K 0.32% 30

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
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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 $240B AUM 35.51% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Worth Venture Partners's IVT Position: Q3 2025 in Review

Worth Venture Partners sold out of InvenTrust Properties (IVT) in Q3 2025, closing a stake of 7,600 shares — an estimated $208K sold.

Worth Venture Partners first reported a position in IVT in Q2 2025 and held it in 1 quarter. The position peaked at $208K in Q2 2025. 302 funds tracked by Wall St. Rank hold IVT as of Q3 2025.

  • Worth Venture Partners reported no remaining InvenTrust Properties position as of Q3 2025 after selling out during the quarter.
  • Worth Venture Partners sold 7,600 InvenTrust Properties shares in Q3 2025, an estimated $208K.
  • Worth Venture Partners first reported a position in InvenTrust Properties in Q2 2025 and held it in 1 quarter.
  • Worth Venture Partners's InvenTrust Properties position peaked at $208K in Q2 2025.
  • 302 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2025.

Based on Worth Venture Partners's 13F filing for Q3 2025, filed 14 Nov 2025.