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InvenTrust Properties (IVT) Institutional Ownership

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$29.80 +0.21 (+0.71%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$29.79 -0.01 (-0.03%)
As of 10/9/2026 04:38 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for InvenTrust Properties (NYSE:IVT)

Current
Institutional Ownership
Percentage
61.70%
Number of
Institutional Buyers
(last 12 months)
139
Total
Institutional Inflows
(last 12 months)
$419.17M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$111.41M
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IVT Institutional Buying and Selling by Quarter

InvenTrust Properties Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/2/2026 Versant Capital Management Inc2,078$63K0.0%+37.3%0.003%
9/9/2026Capstone Financial Advisors Inc.6,065$215K0.0%N/A0.008%
9/9/2026Integrated Wealth Concepts LLC10,588$375K0.0%+4.6%0.014%
9/9/2026IFP Advisors Inc4,587$162K0.0%-24.2%0.006%
9/9/2026Squarepoint Ops LLC11,344$402K0.0%-47.3%0.015%
9/8/2026Waverly Advisors LLC11,582$410K0.0%-13.5%0.015%
9/8/2026Nykredit A S1,089$39K0.0%N/A0.001%
8/27/2026Corient Private Wealth LP64,552$2.29M0.0%-2.8%0.083%
8/25/2026Groupe la Francaise18,419$652K0.0%-10.9%0.024%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al113,175$4.01M0.0%N/A0.145%
8/23/2026Greenland Capital Management LP75,000$2.66M0.3%+56.3%0.096%
8/22/2026Concurrent Investment Advisors LLC6,006$213K0.0%-28.4%0.008%
8/21/2026Smallwood Wealth Investment Management LLC5,507$195K0.1%-9.2%0.007%
8/21/2026Nykredit A S1,089$39K0.0%N/A0.001%
8/19/2026Wellington Management Group LLP647,037$22.91M0.0%+1,843.1%0.830%
8/18/2026Public Employees Retirement System of Ohio90,649$3.21M0.0%N/A0.116%
8/17/2026Adelante Capital Management LLC378,545$13.40M0.9%N/A0.485%
8/6/2026Bank of New York Mellon Corp546,723$19.35M0.0%N/A0.702%
7/9/2026Contravisory Investment Management Inc.8,220$291K0.1%N/A0.011%
6/3/2026NewEdge Advisors LLC1,717$52K0.0%+24.0%0.002%
5/26/2026Glenmede Trust Co. NA342,008$10.42M0.1%-8.2%0.439%
5/19/2026Bank of America Corp DE244,896$7.46M0.0%+27.9%0.314%
5/18/2026Amundi44,139$1.34M0.0%+0.9%0.057%
5/18/2026California State Teachers Retirement System70,687$2.15M0.0%-0.8%0.091%
5/18/2026Royal Bank of Canada112,842$3.44M0.0%-7.2%0.145%
5/16/2026The Manufacturers Life Insurance Company34,873$1.06M0.0%-2.4%0.045%
5/16/2026Quantinno Capital Management LP95,087$2.90M0.0%+264.2%0.122%
5/16/2026SummitTX Capital L.P.124,750$3.80M0.1%+11.9%0.160%
5/15/2026Entropy Technologies LP25,272$770K0.0%+145.5%0.032%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund7,275$222K0.0%N/A0.009%
5/14/2026Renaissance Technologies LLC122,000$3.72M0.0%N/A0.157%
5/14/2026Public Employees Retirement System of Ohio132,975$4.05M0.0%+87.1%0.171%
5/14/2026Sei Investments Co.106,373$3.24M0.0%+61.7%0.136%
5/14/2026State of Wyoming4,486$137K0.0%-38.1%0.006%
5/13/2026Cetera Investment Advisers69,809$2.13M0.0%+9.8%0.090%
5/13/2026Lasalle Investment Management Securities LLC1,843$56K0.0%-52.8%0.002%
5/13/2026First Trust Advisors LP121,560$3.70M0.0%+969.5%0.156%
5/8/2026PNC Financial Services Group Inc.2,881$88K0.0%+1,758.7%0.004%
5/8/2026Cassaday & Co Wealth Management LLC946$29K0.0%N/A0.001%
5/7/2026Dimensional Fund Advisors LP1,071,380$32.64M0.0%+8.2%1.375%
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5/6/2026B&I Capital AG310,250$9.45M3.2%+3.7%0.398%
5/6/2026Independent Financial Group LLC19,626$598K0.0%N/A0.025%
5/5/2026Bank of New York Mellon Corp338,102$10.30M0.0%+0.5%0.434%
5/5/2026Geneos Wealth Management Inc.14,830$452K0.0%-7.8%0.019%
5/4/2026Principal Financial Group Inc.7,729,381$235.44M0.1%+24.9%9.917%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS35,116$1.07M0.0%+38.6%0.045%
5/1/2026Fifth Third Bancorp2,551$78K0.0%N/A0.003%
4/30/2026Hsbc Holdings PLC144,211$4.39M0.0%+10.7%0.185%
4/30/2026Kestra Advisory Services LLC27,891$857K0.0%+5.3%0.036%
4/30/2026Sumitomo Mitsui Trust Group Inc.83,624$2.55M0.0%-1.2%0.108%
4/30/2026Resona Asset Management Co. Ltd.34,401$1.06M0.0%+6.3%0.044%
4/28/2026Koshinski Asset Management Inc.25,365$773K0.0%+5.9%0.033%
4/27/2026Moran Wealth Management LLC37,365$1.14M0.0%-29.9%0.048%
4/27/2026Private Advisor Group LLC10,348$315K0.0%-3.2%0.013%
4/25/2026Strs Ohio56,300$1.72M0.0%+308.0%0.072%
4/24/2026Deprince Race & Zollo Inc.717,682$21.86M0.4%-24.9%0.924%
4/22/2026Pictet Asset Management Holding SA12,372$377K0.0%+10.1%0.016%
4/22/2026Sterling Capital Management LLC34,900$1.06M0.0%-10.3%0.045%
4/20/2026Vanderbilt University21,694$661K0.1%-2.4%0.028%
4/16/2026SG Americas Securities LLC373,157$11.37M0.0%+64.2%0.480%
4/16/2026Diversified Trust Co7,462$227K0.0%N/A0.010%
3/20/2026Hsbc Holdings PLC130,259$3.67M0.0%+1.3%0.168%
3/9/2026Corient Private Wealth LLC7,405$209K0.0%N/A0.010%
3/6/2026Hsbc Holdings PLC130,259$3.67M0.0%+1.3%0.168%
2/23/2026Beaird Harris Wealth Management LLC2,300$65K0.0%N/A0.003%
2/19/2026Invesco Ltd.193,330$5.45M0.0%+1.7%0.249%
2/19/2026Corient Private Wealth LLC7,405$209K0.0%N/A0.010%
2/18/2026Ameriflex Group Inc.2,030$57K0.0%N/A0.003%
2/18/2026Mercer Global Advisors Inc. ADV9,002$254K0.0%N/A0.012%
2/18/2026Beacon Pointe Advisors LLC10,106$285K0.0%-23.5%0.013%
2/18/2026VestGen Investment Management36,562$1.03M0.6%N/A0.047%
2/18/2026Adelante Capital Management LLC329,783$9.30M0.6%-1.6%0.424%
2/18/2026Voloridge Investment Management LLC96,988$2.74M0.0%-46.8%0.125%
2/18/2026SummitTX Capital L.P.111,448$3.14M0.1%-14.7%0.143%
2/18/2026Safe Harbor Fiduciary LLC10,574$298K0.3%N/A0.014%
2/18/2026Polymer Capital Management US LLC12,905$364K0.0%+9.0%0.017%
2/18/2026Millennium Management LLC1,910,142$53.89M0.0%+40.8%2.458%
2/18/2026Man Group plc56,736$1.60M0.0%-6.0%0.073%
2/17/2026AQR Capital Management LLC29,417$830K0.0%+33.4%0.038%
2/17/2026Abel Hall LLC15,341$433K0.1%N/A0.020%
2/17/2026Lazard Asset Management LLC53,403$1.51M0.0%+3.7%0.069%
2/17/2026Prosperity Bancshares Inc1,668$47K0.0%N/A0.002%
2/17/2026Amundi43,747$1.23M0.0%+11.6%0.056%
2/17/2026FIL Ltd3,272$92K0.0%-32.4%0.004%
2/17/2026Price T Rowe Associates Inc. MD66,530$1.88M0.0%+3.9%0.086%
2/17/2026Osaic Holdings Inc.80,458$2.27M0.0%-1.7%0.104%
2/17/2026Public Employees Retirement System of Ohio71,084$2.01M0.0%+61.8%0.091%
2/17/2026Russell Investments Group Ltd.412,327$11.63M0.0%+317.4%0.531%
2/17/2026Captrust Financial Advisors9,872$278K0.0%+10.7%0.013%
2/17/2026ExodusPoint Capital Management LP122,617$3.46M0.0%N/A0.158%
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2/17/2026Royal Bank of Canada121,576$3.43M0.0%+29.7%0.156%
2/16/2026Panagora Asset Management Inc.103,049$2.91M0.0%+5.5%0.133%
2/16/2026MML Investors Services LLC14,568$411K0.0%+7.8%0.019%
2/16/2026Mariner LLC15,343$433K0.0%-8.0%0.020%
2/16/2026Entropy Technologies LP10,296$290K0.0%N/A0.013%
2/16/2026Barclays PLC245,599$6.93M0.0%+4.7%0.316%
2/13/2026Arete Wealth Advisors LLC38,873$1.10M0.1%-5.1%0.050%
2/13/2026Kestra Advisory Services LLC26,494$747K0.0%-5.8%0.034%
2/13/2026The Manufacturers Life Insurance Company 35,742$1.01M0.0%-5.9%0.046%
2/13/2026CANADA LIFE ASSURANCE Co46,915$1.32M0.0%+3.4%0.060%


IVT Institutional Ownership - Frequently Asked Questions

During the previous two years, 311 institutional investors and hedge funds held shares of InvenTrust Properties. The most heavily invested institutionals were Vanguard Group Inc. ($314.44M), Principal Financial Group Inc. ($235.44M), State Street Corp ($77.44M), Geode Capital Management LLC ($54.57M), Millennium Management LLC ($53.89M), Charles Schwab Investment Management Inc. ($38.94M), and Centersquare Investment Management LLC ($36.33M).Learn more on InvenTrust Properties' institutional investors.

61.70% of InvenTrust Properties' stock is owned by institutional investors. Learn more on IVT's institutional investor holdings.

Of the 260 institutional investors that purchased InvenTrust Properties' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Principal Financial Group Inc. ($4.88M), Millennium Management LLC ($1.56M), Centersquare Investment Management LLC ($1.29M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.27M), Vision Capital Corp ($1.11M), Nuveen LLC ($1.04M), and Deprince Race & Zollo Inc. ($955.03K).

Institutional investors have bought a total of 14,162,661 shares in the last 24 months. This purchase volume represents approximately $419.17M in transactions.

Of the 100 institutional investors that sold InvenTrust Properties' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($1.01M), Citadel Advisors LLC ($631.86K), Jacobs Levy Equity Management Inc. ($240.05K), Deprince Race & Zollo Inc. ($237.34K), Vanguard Group Inc. ($235.05K), Thrivent Financial for Lutherans ($168.63K), and Nuveen LLC ($102.43K).

Institutional investors have sold a total of 3,887,116 shares in the last 24 months. This volume of shares sold represents approximately $111.41M in transactions.



Institutional ownership data for NYSE:IVT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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