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 |
|---|---|---|---|---|---|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
15,003
shares
|
$401,180
0.06% of portfolio
|
Q1 2025
Added 38.33%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
14,844
shares
|
$396,928
0.0% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
14,768
shares
|
$394,896
0.0% of portfolio
|
Q1 2025
Added 55.24%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
14,600
shares
|
$390,404
0.0% of portfolio
|
Q1 2025
Added 14.96%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
14,554
shares
|
$389,173
0.01% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
14,176
shares
|
$379,066
0.05% of portfolio
|
Q1 2025
Reduced 66.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
14,025
shares
|
$375,028
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
13,812
shares
|
$369,332
0.01% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
12,842
shares
|
$343,395
0.12% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
12,788
shares
|
$341,951
0.0% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
12,530
shares
|
$335,052
0.01% of portfolio
|
Q1 2025
Added 3840.25%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
12,447
shares
|
$332,832
0.0% of portfolio
|
Q2 2025
Reduced 20.03%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
11,897
shares
|
$318,125
0.06% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
11,720
shares
|
$313,392
0.23% of portfolio
|
Q1 2025
Added 26.36%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
11,621
shares
|
$310,745
0.0% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
11,621
shares
|
$310,745
0.01% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
11,558
shares
|
$309,060
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
11,533
shares
|
$308,392
0.04% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,468
shares
|
$306,654
0.0% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,328
shares
|
$302,910
0.16% of portfolio
|
Q1 2025
Added 15.32%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
11,066
shares
|
$295,904
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
10,923
shares
|
$292,081
0.01% of portfolio
|
Q1 2025
Reduced 12.77%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
10,787
shares
|
$288,444
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
10,574
shares
|
$282,748
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
10,530
shares
|
$281,572
0.0% of portfolio
|
Q1 2025
Added 130.62%
|