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InvenTrust Properties (IVT) Institutional Ownership

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$30.82 +0.07 (+0.22%)
Closing price 09/18/2026 03:59 PM Eastern
Extended Trading
$30.82 +0.00 (+0.01%)
As of 09/18/2026 05:04 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)
138
Total
Institutional Inflows
(last 12 months)
$419.28M
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$111.61M
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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
9/9/2026 Capstone Financial Advisors Inc.6,065$215K0.0%N/A0.008%
9/9/2026 Integrated Wealth Concepts LLC10,588$375K0.0%+4.6%0.014%
9/9/2026 IFP Advisors Inc4,587$162K0.0%-24.2%0.006%
9/9/2026 Squarepoint Ops LLC11,344$402K0.0%-47.3%0.015%
9/8/2026 Waverly Advisors LLC11,582$410K0.0%-13.5%0.015%
9/8/2026 Nykredit A S1,089$39K0.0%N/A0.001%
8/27/2026 Corient Private Wealth LP64,552$2.29M0.0%-2.8%0.083%
8/25/2026 Groupe la Francaise18,419$652K0.0%-10.9%0.024%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al113,175$4.01M0.0%N/A0.145%
8/23/2026 Greenland Capital Management LP75,000$2.66M0.3%+56.3%0.096%
8/22/2026 Concurrent Investment Advisors LLC6,006$213K0.0%-28.4%0.008%
8/21/2026 Smallwood Wealth Investment Management LLC5,507$195K0.1%-9.2%0.007%
8/21/2026 Nykredit A S1,089$39K0.0%N/A0.001%
8/19/2026 Wellington Management Group LLP647,037$22.91M0.0%+1,843.1%0.830%
8/18/2026 Public Employees Retirement System of Ohio90,649$3.21M0.0%N/A0.116%
8/17/2026 Adelante Capital Management LLC378,545$13.40M0.9%N/A0.485%
8/6/2026 Bank of New York Mellon Corp546,723$19.35M0.0%N/A0.702%
7/9/2026 Contravisory Investment Management Inc.8,220$291K0.1%N/A0.011%
6/3/2026 NewEdge Advisors LLC1,717$52K0.0%+24.0%0.002%
5/26/2026 Glenmede Trust Co. NA342,008$10.42M0.1%-8.2%0.439%
5/19/2026 Bank of America Corp DE244,896$7.46M0.0%+27.9%0.314%
5/18/2026 Amundi44,139$1.34M0.0%+0.9%0.057%
5/18/2026 California State Teachers Retirement System70,687$2.15M0.0%-0.8%0.091%
5/18/2026 Royal Bank of Canada112,842$3.44M0.0%-7.2%0.145%
5/16/2026 The Manufacturers Life Insurance Company34,873$1.06M0.0%-2.4%0.045%
5/16/2026 Quantinno Capital Management LP95,087$2.90M0.0%+264.2%0.122%
5/16/2026 SummitTX Capital L.P.124,750$3.80M0.1%+11.9%0.160%
5/15/2026 Entropy Technologies LP25,272$770K0.0%+145.5%0.032%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund7,275$222K0.0%N/A0.009%
5/14/2026 Renaissance Technologies LLC122,000$3.72M0.0%N/A0.157%
5/14/2026 Public Employees Retirement System of Ohio132,975$4.05M0.0%+87.1%0.171%
5/14/2026 Sei Investments Co.106,373$3.24M0.0%+61.7%0.136%
5/14/2026 State of Wyoming4,486$137K0.0%-38.1%0.006%
5/13/2026 Cetera Investment Advisers69,809$2.13M0.0%+9.8%0.090%
5/13/2026 Lasalle Investment Management Securities LLC1,843$56K0.0%-52.8%0.002%
5/13/2026 First Trust Advisors LP121,560$3.70M0.0%+969.5%0.156%
5/8/2026 PNC Financial Services Group Inc.2,881$88K0.0%+1,758.7%0.004%
5/8/2026 Cassaday & Co Wealth Management LLC946$29K0.0%N/A0.001%
5/7/2026 Dimensional Fund Advisors LP1,071,380$32.64M0.0%+8.2%1.375%
5/6/2026 B&I Capital AG310,250$9.45M3.2%+3.7%0.398%
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5/6/2026 Independent Financial Group LLC19,626$598K0.0%N/A0.025%
5/5/2026 Bank of New York Mellon Corp338,102$10.30M0.0%+0.5%0.434%
5/5/2026 Geneos Wealth Management Inc.14,830$452K0.0%-7.8%0.019%
5/4/2026 Principal Financial Group Inc.7,729,381$235.44M0.1%+24.9%9.917%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS35,116$1.07M0.0%+38.6%0.045%
5/1/2026 Fifth Third Bancorp2,551$78K0.0%N/A0.003%
4/30/2026 Hsbc Holdings PLC144,211$4.39M0.0%+10.7%0.185%
4/30/2026 Kestra Advisory Services LLC27,891$857K0.0%+5.3%0.036%
4/30/2026 Sumitomo Mitsui Trust Group Inc.83,624$2.55M0.0%-1.2%0.108%
4/30/2026 Resona Asset Management Co. Ltd.34,401$1.06M0.0%+6.3%0.044%
4/28/2026 Koshinski Asset Management Inc.25,365$773K0.0%+5.9%0.033%
4/27/2026 Moran Wealth Management LLC37,365$1.14M0.0%-29.9%0.048%
4/27/2026 Private Advisor Group LLC10,348$315K0.0%-3.2%0.013%
4/25/2026 Strs Ohio56,300$1.72M0.0%+308.0%0.072%
4/24/2026 Deprince Race & Zollo Inc.717,682$21.86M0.4%-24.9%0.924%
4/22/2026 Pictet Asset Management Holding SA12,372$377K0.0%+10.1%0.016%
4/22/2026 Sterling Capital Management LLC34,900$1.06M0.0%-10.3%0.045%
4/20/2026 Vanderbilt University21,694$661K0.1%-2.4%0.028%
4/16/2026 SG Americas Securities LLC373,157$11.37M0.0%+64.2%0.480%
4/16/2026 Diversified Trust Co7,462$227K0.0%N/A0.010%
3/20/2026 Hsbc Holdings PLC130,259$3.67M0.0%+1.3%0.168%
3/9/2026 Corient Private Wealth LLC7,405$209K0.0%N/A0.010%
3/6/2026 Hsbc Holdings PLC130,259$3.67M0.0%+1.3%0.168%
2/23/2026 Beaird Harris Wealth Management LLC2,300$65K0.0%N/A0.003%
2/19/2026 Invesco Ltd.193,330$5.45M0.0%+1.7%0.249%
2/19/2026 Corient Private Wealth LLC7,405$209K0.0%N/A0.010%
2/18/2026 Ameriflex Group Inc.2,030$57K0.0%N/A0.003%
2/18/2026 Mercer Global Advisors Inc. ADV9,002$254K0.0%N/A0.012%
2/18/2026 Beacon Pointe Advisors LLC10,106$285K0.0%-23.5%0.013%
2/18/2026 VestGen Investment Management36,562$1.03M0.6%N/A0.047%
2/18/2026 Adelante Capital Management LLC329,783$9.30M0.6%-1.6%0.424%
2/18/2026 Voloridge Investment Management LLC96,988$2.74M0.0%-46.8%0.125%
2/18/2026 SummitTX Capital L.P.111,448$3.14M0.1%-14.7%0.143%
2/18/2026 Safe Harbor Fiduciary LLC10,574$298K0.3%N/A0.014%
2/18/2026 Polymer Capital Management US LLC12,905$364K0.0%+9.0%0.017%
2/18/2026 Millennium Management LLC1,910,142$53.89M0.0%+40.8%2.458%
2/18/2026 Man Group plc56,736$1.60M0.0%-6.0%0.073%
2/17/2026 AQR Capital Management LLC29,417$830K0.0%+33.4%0.038%
2/17/2026 Abel Hall LLC15,341$433K0.1%N/A0.020%
2/17/2026 Lazard Asset Management LLC53,403$1.51M0.0%+3.7%0.069%
2/17/2026 Prosperity Bancshares Inc1,668$47K0.0%N/A0.002%
2/17/2026 Amundi43,747$1.23M0.0%+11.6%0.056%
2/17/2026 FIL Ltd3,272$92K0.0%-32.4%0.004%
2/17/2026 Price T Rowe Associates Inc. MD66,530$1.88M0.0%+3.9%0.086%
2/17/2026 Osaic Holdings Inc.80,458$2.27M0.0%-1.7%0.104%
2/17/2026 Public Employees Retirement System of Ohio71,084$2.01M0.0%+61.8%0.091%
2/17/2026 Russell Investments Group Ltd.412,327$11.63M0.0%+317.4%0.531%
2/17/2026 Captrust Financial Advisors9,872$278K0.0%+10.7%0.013%
2/17/2026 ExodusPoint Capital Management LP122,617$3.46M0.0%N/A0.158%
2/17/2026 Royal Bank of Canada121,576$3.43M0.0%+29.7%0.156%
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2/16/2026 Panagora Asset Management Inc.103,049$2.91M0.0%+5.5%0.133%
2/16/2026 MML Investors Services LLC14,568$411K0.0%+7.8%0.019%
2/16/2026 Mariner LLC15,343$433K0.0%-8.0%0.020%
2/16/2026 Entropy Technologies LP10,296$290K0.0%N/A0.013%
2/16/2026 Barclays PLC245,599$6.93M0.0%+4.7%0.316%
2/13/2026 Arete Wealth Advisors LLC38,873$1.10M0.1%-5.1%0.050%
2/13/2026 Kestra Advisory Services LLC26,494$747K0.0%-5.8%0.034%
2/13/2026 The Manufacturers Life Insurance Company 35,742$1.01M0.0%-5.9%0.046%
2/13/2026 CANADA LIFE ASSURANCE Co46,915$1.32M0.0%+3.4%0.060%
2/13/2026 Hudson Bay Capital Management LP740,690$20.90M0.1%-10.1%0.954%


IVT Institutional Ownership - Frequently Asked Questions

During the previous two years, 310 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 14,166,653 shares in the last 24 months. This purchase volume represents approximately $419.28M in transactions.

Of the 101 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 3,894,099 shares in the last 24 months. This volume of shares sold represents approximately $111.61M 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 9/9/2026. New 13F filings are added each quarter as they're published.
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