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WPG Advisers’s InvenTrust Properties IVT Stock Holding History

WPG Advisers’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 		$13.2K Hold
373
– – 0.01% 682
2026
Q1 		$11.4K Hold
373
– – 0.01% 635
2025
Q4 		$10.5K Hold
373
– – 0.01% 687
2025
Q3 		$10.7K Hold
373
– – 0.01% 674
2025
Q2 		$10.2K Hold
373
– – 0.01% 647
2025
Q1 		$11K Hold
373
– – 0.01% 619
2024
Q4 		$11.2K Buy
+373
New +$11.2K 0.01% 593

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WPG Advisers's IVT Position: Q2 2026 in Review

WPG Advisers held its InvenTrust Properties (IVT) position steady in Q2 2026 at 373 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #682.

WPG Advisers first reported a position in IVT in Q4 2024 and has held it in 7 quarters since. 163 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • WPG Advisers held 373 shares of InvenTrust Properties worth $13.2K as of Q2 2026.
  • WPG Advisers left its InvenTrust Properties share count unchanged in Q2 2026.
  • InvenTrust Properties made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #682 holding.
  • WPG Advisers first reported a position in InvenTrust Properties in Q4 2024 and has held it in 7 quarters since.
  • 163 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.