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 |
|---|---|---|---|---|---|
|
Ifm Investors Pty LTD
|
Oct 22, 2024 Q3 2024 |
15,805
shares
|
$461,822
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
15,694
shares
|
$458,578
0.05% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Feb 11, 2025 Q4 2024 |
15,600
shares
|
$455,832
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
14,769
shares
|
$431,550
0.01% of portfolio
|
Q4 2024
Added 12.61%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
14,711
shares
|
$429,855
0.0% of portfolio
|
Q4 2024
Added 25.62%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
14,299
shares
|
$417,816
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
14,250
shares
|
$416,385
0.06% of portfolio
|
Q2 2023
Added 4.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
14,004
shares
|
$409,196
0.0% of portfolio
|
Q4 2024
Reduced 44.56%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
13,496
shares
|
$394,353
0.0% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
13,396
shares
|
$391,431
0.01% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
12,842
shares
|
$375,243
0.12% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
12,700
shares
|
$371,094
0.0% of portfolio
|
Q2 2024
Added 4.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
12,522
shares
|
$365,892
0.01% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
11,810
shares
|
$345,088
0.01% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
11,558
shares
|
$337,724
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
11,533
shares
|
$336,994
0.04% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,468
shares
|
$335,094
0.0% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
11,344
shares
|
$331,471
0.0% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
11,216
shares
|
$327,731
0.01% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
11,188
shares
|
$326,913
0.0% of portfolio
|
Q4 2024
Reduced 11.63%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
11,136
shares
|
$325,393
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
11,070
shares
|
$323,465
0.02% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
11,066
shares
|
$323,348
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
10,846
shares
|
$316,920
0.04% of portfolio
|
Q4 2024
Added 186.55%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
10,792
shares
|
$315,342
0.0% of portfolio
|
Q4 2024
New holding
|