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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
384
shares
|
$11,220
0.0% of portfolio
|
Q2 2024
Reduced 31.67%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
370
shares
|
$10,811
0.0% of portfolio
|
Q3 2022
Reduced 16.48%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
360
shares
|
$10,519
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
353
shares
|
$10,314
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
350
shares
|
$10,227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
333
shares
|
$9,730
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
318
shares
|
$9,291
0.0% of portfolio
|
Q4 2024
Reduced 98.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
304
shares
|
$8,882
0.0% of portfolio
|
Q4 2024
Reduced 78.07%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
295
shares
|
$8,619
0.0% of portfolio
|
Q2 2024
Reduced 76.17%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
293
shares
|
$8,561
0.0% of portfolio
|
Q3 2023
Reduced 82.84%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
293
shares
|
$8,561
0.0% of portfolio
|
Q4 2024
Reduced 63.83%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
293
shares
|
$8,561
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
287
shares
|
$8,386
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
279
shares
|
$8,152
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
272
shares
|
$7,947
0.0% of portfolio
|
Q4 2024
Reduced 34.62%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
269
shares
|
$7,860
0.0% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
265
shares
|
$7,743
0.0% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
257
shares
|
$7,509
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
247
shares
|
$7,217
0.0% of portfolio
|
Q4 2024
Added 82.96%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
235
shares
|
$6,866
0.0% of portfolio
|
Q2 2022
Added 17.5%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
234
shares
|
$6,837
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
233
shares
|
$6,808
0.0% of portfolio
|
Q3 2022
Reduced 80.52%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
230
shares
|
$6,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
205
shares
|
$5,990
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
203
shares
|
$5,931
0.0% of portfolio
|
Q1 2024
New holding
|