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 329 institutions that hold shares in the stock, with a total of 54.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
2,091
shares
|
$58,819
0.0% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
2,088
shares
|
$58,735
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
1,720
shares
|
$48,383
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
1,699
shares
|
$47,792
0.0% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,696
shares
|
$47,708
0.01% of portfolio
|
Q3 2025
Added 208.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,562
shares
|
$43,939
0.0% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
1,500
shares
|
$42,195
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,447
shares
|
$40,704
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,364
shares
|
$38,369
0.0% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,334
shares
|
$37,525
0.0% of portfolio
|
Q1 2025
Reduced 26.82%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Nov 06, 2025 Q3 2025 |
1,291
shares
|
$36,315
0.0% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
1,250
shares
|
$35,162
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
1,247
shares
|
$35,078
0.01% of portfolio
|
Q3 2025
Reduced 16.08%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,176
shares
|
$33,080
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,157
shares
|
$32,546
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,151
shares
|
$32,377
0.0% of portfolio
|
Q3 2025
Added 19.03%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
1,132
shares
|
$31,843
0.01% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
1,064
shares
|
$29,930
0.02% of portfolio
|
Q3 2025
Reduced 71.19%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
1,000
shares
|
$28,130
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
905
shares
|
$25,457
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
902
shares
|
$25,373
0.0% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
889
shares
|
$25,007
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
878
shares
|
$24,698
0.0% of portfolio
|
Q3 2025
Added 38.92%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
830
shares
|
$23,347
0.01% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
756
shares
|
$21,266
0.01% of portfolio
|
Q2 2025
New holding
|
|