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 |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
12,770
shares
|
$383,866
0.0% of portfolio
|
Q2 2025
Added 24.2%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
12,519
shares
|
$376,321
0.0% of portfolio
|
Q2 2025
Reduced 26.21%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
12,447
shares
|
$374,156
0.0% of portfolio
|
Q2 2025
Reduced 20.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
12,230
shares
|
$367,633
0.0% of portfolio
|
Q2 2025
Added 45.75%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
12,118
shares
|
$364,267
0.0% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
12,000
shares
|
$360,720
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
11,720
shares
|
$352,303
0.23% of portfolio
|
Q1 2025
Added 26.36%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
11,589
shares
|
$348,365
0.05% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
11,579
shares
|
$348,064
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
11,558
shares
|
$347,433
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
11,533
shares
|
$346,681
0.03% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,468
shares
|
$344,728
0.0% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
11,301
shares
|
$339,708
0.0% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,277
shares
|
$338,986
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
11,213
shares
|
$337,062
0.03% of portfolio
|
Q2 2025
Reduced 20.9%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
11,066
shares
|
$332,643
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
10,923
shares
|
$328,345
0.01% of portfolio
|
Q1 2025
Reduced 12.77%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
10,574
shares
|
$317,854
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
10,445
shares
|
$313,976
0.01% of portfolio
|
Q2 2025
Added 21.58%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
10,395
shares
|
$312,473
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
10,280
shares
|
$309,016
0.0% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
10,083
shares
|
$303,094
0.15% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
9,942
shares
|
$298,856
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
9,856
shares
|
$296,271
0.01% of portfolio
|
Q2 2025
Reduced 28.64%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
9,737
shares
|
$292,694
0.0% of portfolio
|
Q2 2025
Reduced 7.53%
|