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 |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,703
shares
|
$291,672
0.03% of portfolio
|
Q2 2024
Added 4.3%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
9,620
shares
|
$289,177
0.0% of portfolio
|
Q2 2025
Reduced 44.07%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
9,538
shares
|
$286,712
0.0% of portfolio
|
Q2 2025
Reduced 41.9%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
9,438
shares
|
$283,706
0.01% of portfolio
|
Q2 2025
Added 318.35%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
9,347
shares
|
$280,970
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
9,188
shares
|
$276,191
0.0% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
9,101
shares
|
$273,576
0.03% of portfolio
|
Q2 2025
Reduced 40.7%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
8,983
shares
|
$270,028
0.0% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
8,885
shares
|
$267,083
0.05% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,885
shares
|
$267,083
0.0% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
8,632
shares
|
$259,477
0.0% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
8,247
shares
|
$247,904
0.1% of portfolio
|
Q4 2024
Reduced 27.58%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
8,200
shares
|
$246,492
0.0% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
8,173
shares
|
$245,680
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
8,109
shares
|
$243,756
0.01% of portfolio
|
Q4 2024
Added 19.96%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
8,096
shares
|
$243,365
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
8,074
shares
|
$242,704
0.0% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,885
shares
|
$237,023
0.0% of portfolio
|
Q2 2025
Reduced 18.36%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
7,726
shares
|
$232,243
0.0% of portfolio
|
Q1 2025
Reduced 25.11%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
7,675
shares
|
$230,710
0.0% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
7,675
shares
|
$230,710
0.0% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Worth Venture Partners, LLC
Fort Lee, NJ |
Aug 12, 2025 Q2 2025 |
7,600
shares
|
$228,456
2.04% of portfolio
|
Q2 2025
New holding
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jul 10, 2025 Q2 2025 |
7,572
shares
|
$227,614
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
7,567
shares
|
$227,464
0.02% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
7,536
shares
|
$226,532
0.11% of portfolio
|
Q2 2025
Reduced 33.47%
|