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 326 institutions that hold shares in the stock, with a total of 54.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
333
shares
|
$10,009
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
330
shares
|
$9,919
0.0% of portfolio
|
Q2 2025
Reduced 67.58%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
295
shares
|
$8,867
0.0% of portfolio
|
Q2 2024
Reduced 76.17%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
293
shares
|
$8,807
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
293
shares
|
$8,807
0.0% of portfolio
|
Q4 2024
Reduced 63.83%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
293
shares
|
$8,807
0.0% of portfolio
|
Q3 2023
Reduced 82.84%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
287
shares
|
$8,627
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
283
shares
|
$8,506
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
257
shares
|
$7,725
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
250
shares
|
$7,515
0.0% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
235
shares
|
$7,064
0.0% of portfolio
|
Q2 2022
Added 17.5%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
234
shares
|
$7,034
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
233
shares
|
$7,003
0.0% of portfolio
|
Q3 2022
Reduced 80.52%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
230
shares
|
$6,913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
205
shares
|
$6,162
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
203
shares
|
$6,102
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
182
shares
|
$5,470
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
181
shares
|
$5,440
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
161
shares
|
$4,839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
157
shares
|
$4,719
0.0% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
152
shares
|
$4,569
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
146
shares
|
$4,388
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
145
shares
|
$4,358
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
136
shares
|
$4,088
0.0% of portfolio
|
Q2 2025
Added 38.78%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
130
shares
|
$3,907
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|