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 51.9 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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,050
shares
|
$30,681
0.01% of portfolio
|
Q4 2024
Reduced 24.02%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
1,018
shares
|
$29,745
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
1,000
shares
|
$29,220
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
972
shares
|
$28,401
0.0% of portfolio
|
Q4 2024
Reduced 12.67%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
942
shares
|
$27,525
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
905
shares
|
$26,444
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
824
shares
|
$24,077
0.0% of portfolio
|
Q3 2024
Reduced 27.21%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
809
shares
|
$23,638
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
804
shares
|
$23,492
0.01% of portfolio
|
Q1 2024
Added 164.47%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
754
shares
|
$22,031
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
748
shares
|
$21,856
0.0% of portfolio
|
Q1 2024
Reduced 34.84%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
739
shares
|
$21,593
0.0% of portfolio
|
Q4 2024
Added 356.17%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
675
shares
|
$19,723
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
622
shares
|
$18,174
0.0% of portfolio
|
Q2 2024
Reduced 8.8%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
616
shares
|
$17,999
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
597
shares
|
$17,444
0.0% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
591
shares
|
$17,269
0.0% of portfolio
|
Q4 2022
Reduced 32.15%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
583
shares
|
$17,035
0.0% of portfolio
|
Q1 2022
Reduced 30.35%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
494
shares
|
$14,434
0.0% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
489
shares
|
$14,288
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
481
shares
|
$14,054
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
456
shares
|
$13,324
0.0% of portfolio
|
Q4 2024
Reduced 26.69%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
455
shares
|
$13,295
0.0% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
443
shares
|
$12,944
0.0% of portfolio
|
Q4 2022
Added 0.91%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
410
shares
|
$11,980
0.01% of portfolio
|
Q4 2024
New holding
|