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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
145
shares
|
$3,877
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
130
shares
|
$3,476
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
128
shares
|
$3,422
0.0% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
120
shares
|
$3,208
0.0% of portfolio
|
Q1 2025
Added 71.43%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
110
shares
|
$2,941
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
100
shares
|
$2,674
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
100
shares
|
$2,674
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
98
shares
|
$2,620
0.0% of portfolio
|
Q1 2025
Reduced 94.47%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
83
shares
|
$2,219
0.0% of portfolio
|
Q1 2025
Added 48.21%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
73
shares
|
$1,952
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
66
shares
|
$1,764
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
64
shares
|
$1,711
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
62
shares
|
$1,657
0.0% of portfolio
|
Q1 2025
Added 55.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
61
shares
|
$1,631
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
50
shares
|
$1,337
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
46
shares
|
$1,230
0.0% of portfolio
|
Q2 2024
Reduced 76.88%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
40
shares
|
$1,069
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
30
shares
|
$802
0.0% of portfolio
|
Q1 2025
Reduced 58.9%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
24
shares
|
$641
0.0% of portfolio
|
Q1 2025
Reduced 73.03%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$401
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
15
shares
|
$401
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
10
shares
|
$267
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
4
shares
|
$106
0.0% of portfolio
|
Q1 2025
Reduced 98.49%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1
shares
|
$26
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|