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 330 institutions that hold shares in the stock, with a total of 51.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sandia Investment Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
5,000
shares
|
$146,100
1.34% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
4,566
shares
|
$133,418
0.0% of portfolio
|
Q4 2024
Added 19.84%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
4,509
shares
|
$131,752
0.09% of portfolio
|
Q3 2024
Reduced 23.17%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,699
shares
|
$108,084
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
3,669
shares
|
$107,208
0.02% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,559
shares
|
$103,993
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
3,005
shares
|
$87,806
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,826
shares
|
$82,575
0.0% of portfolio
|
Q2 2024
Reduced 32.13%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
2,656
shares
|
$77,608
0.02% of portfolio
|
Q4 2023
Reduced 38.66%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
2,388
shares
|
$69,777
0.0% of portfolio
|
Q2 2024
Added 2.98%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
2,351
shares
|
$68,696
0.0% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,307
shares
|
$67,410
0.01% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
2,240
shares
|
$65,452
0.0% of portfolio
|
Q4 2024
Added 17.4%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
2,152
shares
|
$62,881
0.0% of portfolio
|
Q4 2024
Reduced 18.3%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,128
shares
|
$62,180
0.0% of portfolio
|
Q4 2021
Added 1.83%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
2,091
shares
|
$61,099
0.0% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,046
shares
|
$59,784
0.0% of portfolio
|
Q4 2024
Added 29.41%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
2,030
shares
|
$59,316
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,858
shares
|
$54,290
0.0% of portfolio
|
Q4 2024
Added 123.32%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,772
shares
|
$51,777
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
1,648
shares
|
$48,154
0.02% of portfolio
|
Q4 2024
Added 49.39%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
1,629
shares
|
$47,599
0.01% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
1,476
shares
|
$43,128
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Feb 18, 2025 Q4 2024 |
1,402
shares
|
$40,966
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,334
shares
|
$38,979
0.0% of portfolio
|
Q1 2025
Reduced 26.82%
|