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 |
|---|---|---|---|---|---|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
360
shares
|
$9,626
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
353
shares
|
$9,439
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
333
shares
|
$8,904
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
315
shares
|
$8,423
0.0% of portfolio
|
Q1 2025
Reduced 80.66%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
295
shares
|
$7,888
0.0% of portfolio
|
Q2 2024
Reduced 76.17%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
293
shares
|
$7,834
0.0% of portfolio
|
Q4 2024
Reduced 63.83%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
293
shares
|
$7,834
0.0% of portfolio
|
Q3 2023
Reduced 82.84%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
293
shares
|
$7,834
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
287
shares
|
$7,674
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
281
shares
|
$7,513
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
273
shares
|
$7,300
0.0% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
257
shares
|
$6,872
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
235
shares
|
$6,283
0.0% of portfolio
|
Q2 2022
Added 17.5%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
234
shares
|
$6,257
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
233
shares
|
$6,230
0.0% of portfolio
|
Q3 2022
Reduced 80.52%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
230
shares
|
$6,150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
205
shares
|
$5,481
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
203
shares
|
$5,428
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
193
shares
|
$5,160
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
181
shares
|
$4,839
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
161
shares
|
$4,305
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
156
shares
|
$4,171
0.0% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
152
shares
|
$4,064
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
146
shares
|
$3,904
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
145
shares
|
$3,877
0.0% of portfolio
|
Q1 2024
New holding
|