Zurich Cantonal Bank’s InvenTrust Properties IVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.86M	Buy	61,163 +6,891	+13%	+$208K	﹤0.01%	1079
2025 Q4	$1.53M	Buy	54,272 +1,748	+3%	+$49.2K	0.01%	1104
2025 Q3	$1.5M	Buy	52,524 +1,683	+3%	+$47.7K	﹤0.01%	1075
2025 Q2	$1.39M	Sell	50,841 -1,710	-3%	-$47.5K	﹤0.01%	1066
2025 Q1	$1.54M	Buy	52,551 +3,679	+8%	+$108K	﹤0.01%	947
2024 Q4	$1.47M	Buy	48,872 +19,967	+69%	+$601K	﹤0.01%	997
2024 Q3	$820K	Hold	28,905	–	–	﹤0.01%	1233
2024 Q2	$716K	Hold	28,905	–	–	﹤0.01%	1243
2024 Q1	$743K	Hold	28,905	–	–	﹤0.01%	1228
2023 Q4	$732K	Buy	28,905 +2,726	+10%	+$67.9K	﹤0.01%	1244
2023 Q3	$623K	Sell	26,179 -1,577	-6%	-$37.9K	﹤0.01%	1261
2023 Q2	$642K	Buy	27,756 +5,380	+24%	+$121K	﹤0.01%	1213
2023 Q1	$524K	Buy	22,376 +1,225	+6%	+$28.9K	﹤0.01%	1263
2022 Q4	$501K	Buy	21,151 +1,455	+7%	+$34.7K	﹤0.01%	1249
2022 Q3	$420K	Hold	19,696	–	–	﹤0.01%	1297
2022 Q2	$508K	Buy	+19,696	New	+$576K	﹤0.01%	1220
2022 Q1	–	Sell	-12,847	Closed	-$350K	–	2778
2021 Q4	$350K	Buy	+12,847	New	+$324K	﹤0.01%	1707