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 317 institutions that hold shares in the stock, with a total of 47.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
11,511
shares
|
$346,135
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,468
shares
|
$344,842
0.0% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
11,388
shares
|
$342,437
0.15% of portfolio
|
Q3 2024
Reduced 29.06%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
11,066
shares
|
$332,754
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,900
shares
|
$327,763
0.0% of portfolio
|
Q3 2024
Reduced 97.26%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
10,574
shares
|
$317,960
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
10,395
shares
|
$312,577
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
10,316
shares
|
$310,202
0.01% of portfolio
|
Q2 2024
Reduced 22.27%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
9,936
shares
|
$298,775
0.17% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,703
shares
|
$291,769
0.02% of portfolio
|
Q2 2024
Added 4.3%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
9,495
shares
|
$285,514
0.0% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2024 Q3 2024 |
9,465
shares
|
$284,612
0.2% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
9,383
shares
|
$282,146
0.0% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,141
shares
|
$274,869
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
9,079
shares
|
$273,005
0.01% of portfolio
|
Q2 2024
Added 52.0%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
9,022
shares
|
$271,291
0.0% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,982
shares
|
$270,088
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
8,969
shares
|
$269,697
0.01% of portfolio
|
Q3 2024
Reduced 26.45%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
8,956
shares
|
$269,306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
8,885
shares
|
$267,171
0.06% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,885
shares
|
$267,171
0.0% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
8,609
shares
|
$258,872
0.0% of portfolio
|
Q3 2024
Reduced 23.07%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
8,577
shares
|
$257,910
0.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
8,442
shares
|
$253,850
0.0% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,423
shares
|
$253,279
0.02% of portfolio
|
Q2 2024
Reduced 49.08%
|