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 Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
7,723
shares
|
$206,513
0.0% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jul 10, 2025 Q2 2025 |
7,572
shares
|
$202,475
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
7,567
shares
|
$202,341
0.02% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
7,395
shares
|
$197,742
0.01% of portfolio
|
Q2 2025
Reduced 21.59%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,390
shares
|
$197,608
0.01% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
7,354
shares
|
$196,645
0.11% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Apr 11, 2025 Q1 2025 |
7,353
shares
|
$196,619
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
7,338
shares
|
$196,218
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
7,191
shares
|
$192,287
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
7,020
shares
|
$187,714
0.0% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
7,019
shares
|
$187,688
0.0% of portfolio
|
Q1 2025
Reduced 96.59%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
7,016
shares
|
$187,607
0.0% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
6,259
shares
|
$167,365
0.01% of portfolio
|
Q1 2025
Added 659.59%
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
6,247
shares
|
$167,044
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
5,030
shares
|
$134,502
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,670
shares
|
$124,875
0.0% of portfolio
|
Q1 2025
Reduced 45.18%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
4,509
shares
|
$120,570
0.09% of portfolio
|
Q3 2024
Reduced 23.17%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
3,760
shares
|
$100,542
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,562
shares
|
$95,247
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,475
shares
|
$92,921
0.0% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
3,005
shares
|
$80,353
0.01% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
2,684
shares
|
$71,770
0.0% of portfolio
|
Q1 2025
Added 12.4%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,307
shares
|
$61,689
0.01% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,275
shares
|
$60,833
0.01% of portfolio
|
Q1 2025
Reduced 37.99%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,256
shares
|
$60,325
0.0% of portfolio
|
Q1 2025
Reduced 4.04%
|