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 328 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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
755
shares
|
$21,238
0.0% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
754
shares
|
$21,210
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
743
shares
|
$20,900
0.0% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
739
shares
|
$20,788
0.0% of portfolio
|
Q4 2024
Added 356.17%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
736
shares
|
$20,703
0.0% of portfolio
|
Q3 2025
Reduced 78.82%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
673
shares
|
$18,931
0.0% of portfolio
|
Q3 2025
Reduced 18.42%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
633
shares
|
$17,806
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
616
shares
|
$17,328
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
591
shares
|
$16,624
0.0% of portfolio
|
Q4 2022
Reduced 32.15%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
583
shares
|
$16,399
0.0% of portfolio
|
Q1 2022
Reduced 30.35%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
511
shares
|
$14,374
0.0% of portfolio
|
Q3 2025
Reduced 17.85%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
489
shares
|
$13,755
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
486
shares
|
$13,671
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
464
shares
|
$13,052
0.0% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
464
shares
|
$13,052
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
456
shares
|
$12,827
0.0% of portfolio
|
Q4 2024
Reduced 26.69%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
455
shares
|
$12,799
0.0% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
443
shares
|
$12,461
0.0% of portfolio
|
Q4 2022
Added 0.91%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
384
shares
|
$10,801
0.0% of portfolio
|
Q2 2024
Reduced 31.67%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
373
shares
|
$10,492
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
370
shares
|
$10,408
0.0% of portfolio
|
Q3 2022
Reduced 16.48%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
362
shares
|
$10,183
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
360
shares
|
$10,126
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
353
shares
|
$9,929
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
333
shares
|
$9,367
0.0% of portfolio
|
Q2 2024
New holding
|
|