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InvenTrust Properties (IVT) Institutional Ownership

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$32.78 -0.45 (-1.35%)
As of 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
61.70%
Number of
Institutional Buyers
(last 12 months)
153
Total
Institutional Inflows
(last 12 months)
$422.70M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$124.12M
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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
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%
6/3/2026NewEdge 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 Company 34,873$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%
5/14/2026 State 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%
5/8/2026 PNC 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%
5/6/2026B&I Capital AG310,250$9.45M3.2%+3.7%0.398%
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%
4/30/2026Hsbc 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%
4/24/2026Deprince 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%
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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%
3/20/2026Hsbc 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%
2/23/2026 Beaird 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%
2/18/2026 VestGen 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%
2/17/2026 Abel 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%
2/17/2026 Russell 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%
2/17/2026Royal Bank of Canada121,576$3.43M0.0%+29.7%0.156%
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%
2/16/2026Mariner 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%
2/13/2026 Kestra 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%
2/13/2026Hudson Bay Capital Management LP740,690$20.90M0.1%-10.1%0.954%
2/13/2026Schroder Investment Management Group963,245$27.15M0.0%+16.3%1.241%
2/13/2026Jacobs Levy Equity Management Inc.410,949$11.59M0.0%-36.9%0.529%
2/13/2026Charles Schwab Investment Management Inc.1,380,478$38.94M0.0%+0.9%1.779%
2/13/2026 State Street Corp2,722,804$77.44M0.0%-3.4%3.508%
2/13/2026Van ECK Associates Corp20,886$589K0.0%+9.8%0.027%
2/13/2026Vision Capital Corp1,017,381$28.70M12.6%-8.0%1.311%
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2/13/2026Martingale Asset Management L P142,488$4.02M0.1%+5.5%0.184%
2/13/2026Dynamic Technology Lab Private Ltd16,880$476K0.1%-37.9%0.022%
2/13/2026Wells Fargo & Company MN139,319$3.93M0.0%+23.9%0.179%
2/13/2026Macquarie Group Ltd.51,888$1.46M0.0%-29.4%0.067%
2/12/2026Northwest & Ethical Investments L.P.7,000$197K0.0%-29.6%0.009%
2/12/2026Federation des caisses Desjardins du Quebec6,230$176K0.0%+27.3%0.008%
2/12/2026MetLife Investment Management LLC46,530$1.31M0.0%-3.5%0.060%
2/12/2026 Commonwealth Equity Services LLC101,352$2.86M0.0%-5.9%0.131%
2/12/2026Groupe la Francaise20,675$583K0.0%N/A0.027%
2/12/2026Dimensional Fund Advisors LP990,395$27.94M0.0%-1.8%1.276%


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 ($1.68M), 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 14,655,529 shares in the last 24 months. This purchase volume represents approximately $422.70M in transactions.

Of the 107 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), Thrivent Financial for Lutherans ($251.40K), Jacobs Levy Equity Management Inc. ($240.05K), Deprince Race & Zollo Inc. ($237.34K), Vanguard Group Inc. ($235.05K), and JPMorgan Chase & Co. ($124.28K).

Institutional investors have sold a total of 4,357,504 shares in the last 24 months. This volume of shares sold represents approximately $124.12M 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 8/6/2026. New 13F filings are added each quarter as they're published.
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