Institutional Ownership Inven Trust Properties Corp. (IVT)
This table provides information about the institutional ownership of Inven Trust Properties Corp. (IVT). We have compiled data on the 331 institutions that hold shares in the stock, with a total of 53.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,245
shares
|
$60,031
0.0% of portfolio
|
Q1 2025
Added 80.47%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,147
shares
|
$57,410
0.02% of portfolio
|
Q2 2025
Reduced 19.16%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,146
shares
|
$57,384
0.01% of portfolio
|
Q2 2025
Added 579.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,128
shares
|
$56,902
0.0% of portfolio
|
Q4 2021
Added 1.83%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
2,091
shares
|
$55,913
0.0% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
2,088
shares
|
$55,833
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
2,083
shares
|
$55,699
0.0% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
2,030
shares
|
$54,282
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
1,942
shares
|
$51,929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,592
shares
|
$42,570
0.0% of portfolio
|
Q1 2025
Reduced 22.19%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
1,473
shares
|
$39,388
0.02% of portfolio
|
Q1 2025
Reduced 40.17%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Apr 28, 2025 Q1 2025 |
1,461
shares
|
$39,067
0.0% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,334
shares
|
$35,671
0.0% of portfolio
|
Q1 2025
Reduced 26.82%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
1,230
shares
|
$32,890
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,219
shares
|
$32,596
0.0% of portfolio
|
Q1 2025
Added 25.41%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
1,184
shares
|
$31,660
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,176
shares
|
$31,446
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,157
shares
|
$30,938
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
1,113
shares
|
$29,761
0.01% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
1,018
shares
|
$27,221
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
1,000
shares
|
$26,740
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
951
shares
|
$25,429
0.0% of portfolio
|
Q1 2025
Reduced 81.47%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
905
shares
|
$24,199
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
816
shares
|
$21,819
0.01% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
754
shares
|
$20,161
0.01% of portfolio
|
Q2 2023
New holding
|