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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
130
shares
|
$3,907
0.0% of portfolio
|
Q2 2025
Reduced 45.61%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
128
shares
|
$3,847
0.0% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
110
shares
|
$3,306
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Beacon Capital Management, Inc.
|
Sep 04, 2025 Q2 2025 |
100
shares
|
$3,006
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
100
shares
|
$3,006
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
75
shares
|
$2,254
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
73
shares
|
$2,194
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
67
shares
|
$2,014
0.0% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
64
shares
|
$1,923
0.0% of portfolio
|
Q2 2025
Reduced 32.81%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
61
shares
|
$1,833
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
56
shares
|
$1,683
0.0% of portfolio
|
Q2 2025
Reduced 32.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
37
shares
|
$1,112
0.0% of portfolio
|
Q2 2025
Added 23.33%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
36
shares
|
$1,082
0.0% of portfolio
|
Q2 2025
Reduced 41.94%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
36
shares
|
$1,082
0.0% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
33
shares
|
$991
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
24
shares
|
$721
0.0% of portfolio
|
Q1 2025
Reduced 73.03%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
20
shares
|
$601
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
14
shares
|
$420
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
10
shares
|
$300
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
7
shares
|
$210
0.0% of portfolio
|
Q2 2025
Reduced 53.33%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1
shares
|
$30
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1
shares
|
$30
0.0% of portfolio
|
Q2 2025
Reduced 99.68%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
Closed
|