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 |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
330
shares
|
$9,282
0.0% of portfolio
|
Q2 2025
Reduced 67.58%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
300
shares
|
$8,439
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
293
shares
|
$8,242
0.0% of portfolio
|
Q3 2023
Reduced 82.84%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
293
shares
|
$8,242
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
293
shares
|
$8,242
0.0% of portfolio
|
Q4 2024
Reduced 63.83%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
287
shares
|
$8,073
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
286
shares
|
$8,045
0.0% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
257
shares
|
$7,229
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
250
shares
|
$7,032
0.0% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
235
shares
|
$6,610
0.0% of portfolio
|
Q2 2022
Added 17.5%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
234
shares
|
$6,582
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
233
shares
|
$6,554
0.0% of portfolio
|
Q3 2022
Reduced 80.52%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
230
shares
|
$6,469
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
219
shares
|
$6,160
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
205
shares
|
$5,766
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
203
shares
|
$5,710
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
181
shares
|
$5,091
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
161
shares
|
$4,528
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
159
shares
|
$4,472
0.0% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
155
shares
|
$4,360
0.0% of portfolio
|
Q3 2025
Added 19.23%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
146
shares
|
$4,106
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
145
shares
|
$4,078
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
139
shares
|
$3,910
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
130
shares
|
$3,656
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
128
shares
|
$3,600
0.0% of portfolio
|
Q4 2024
Added 0.79%
|
|