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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
750
shares
|
$20,055
0.0% of portfolio
|
Q1 2025
Reduced 48.52%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
748
shares
|
$20,001
0.0% of portfolio
|
Q1 2024
Reduced 34.84%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
739
shares
|
$19,760
0.0% of portfolio
|
Q4 2024
Added 356.17%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
737
shares
|
$19,707
0.0% of portfolio
|
Q1 2025
Added 173.98%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
695
shares
|
$18,584
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
675
shares
|
$18,049
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
661
shares
|
$17,675
0.0% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
644
shares
|
$17,220
0.0% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
622
shares
|
$16,632
0.0% of portfolio
|
Q2 2024
Reduced 8.8%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
616
shares
|
$16,471
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
591
shares
|
$15,803
0.0% of portfolio
|
Q4 2022
Reduced 32.15%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
583
shares
|
$15,589
0.0% of portfolio
|
Q1 2022
Reduced 30.35%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
550
shares
|
$14,707
0.0% of portfolio
|
Q1 2025
Reduced 47.62%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
500
shares
|
$13,370
0.01% of portfolio
|
Q1 2025
Reduced 37.81%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
489
shares
|
$13,075
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
482
shares
|
$12,888
0.0% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
456
shares
|
$12,193
0.0% of portfolio
|
Q4 2024
Reduced 26.69%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
455
shares
|
$12,166
0.0% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
444
shares
|
$11,872
0.0% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
443
shares
|
$11,845
0.0% of portfolio
|
Q4 2022
Added 0.91%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
408
shares
|
$10,909
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
388
shares
|
$10,375
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
384
shares
|
$10,268
0.0% of portfolio
|
Q2 2024
Reduced 31.67%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
373
shares
|
$9,974
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
370
shares
|
$9,893
0.0% of portfolio
|
Q3 2022
Reduced 16.48%
|