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 318 institutions that hold shares in the stock, with a total of 53.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.46 Billion.

Holding	Report Date	shares Held	Holding Value (Reported)	Last Trade	Trade History
Holding	Report Date	shares Held	Holding Value (Reported)	Last Trade	Trade History
Skopos Labs, Inc. Riverhead, NY	May 13, 2025 Q1 2025	64 shares	$1,727 0.0% of portfolio	Q1 2025 New holding
Covestor LTD Boston, MA	May 12, 2025 Q1 2025	62 shares	$1,673 0.0% of portfolio	Q1 2025 Added 55.0%
Strategic Investment Solutions, Inc. /Il Orland Park, IL	Jul 16, 2025 Q2 2025	61 shares	$1,646 0.0% of portfolio	Q1 2025 New holding
Bell Investment Advisors, Inc Oakland, CA	Aug 08, 2025 Q2 2025	56 shares	$1,511 0.0% of portfolio	Q2 2025 Reduced 32.53%
Pnc Financial Services Group, Inc. Pittsburgh, PA	Aug 08, 2025 Q2 2025	37 shares	$998 0.0% of portfolio	Q2 2025 Added 23.33%
Fortitude Family Office, LLC Scottsdale, AZ	Jul 14, 2025 Q2 2025	36 shares	$971 0.0% of portfolio	Q2 2025 Reduced 21.74%
Lindbrook Capital, LLC	May 05, 2025 Q1 2025	24 shares	$647 0.0% of portfolio	Q1 2025 Reduced 73.03%
Parkside Financial Bank & Trust	Aug 06, 2025 Q2 2025	20 shares	$539 0.0% of portfolio	Q2 2025 Reduced 50.0%
Motco	Aug 01, 2025 Q2 2025	10 shares	$269 0.0% of portfolio	Q1 2025 New holding
True Wealth Design, LLC Akron, OH	Aug 06, 2025 Q2 2025	7 shares	$188 0.0% of portfolio	Q2 2025 Reduced 53.33%
Tfc Financial Management	Jul 29, 2025 Q2 2025	1 shares	$26 0.0% of portfolio	Q3 2024 New holding
Creekmur Asset Management LLC Morton, IL	Aug 04, 2025 Q2 2025	1 shares	$26 0.0% of portfolio	Q2 2025 Reduced 99.68%
Concourse Financial Group Securities, Inc. Birmingham, AL	May 14, 2025 Q1 2025	0 shares	$0 100.0% of portfolio	Q1 2025 Closed
Private Ocean, LLC	Jul 30, 2024 Q2 2024	0 shares	$0 0.0% of portfolio	Q2 2024 Closed

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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