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 338 institutions that hold shares in the stock, with a total of 53.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.49 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 |
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
10,395
shares
|
$290,020
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
10,282
shares
|
$286,867
0.0% of portfolio
|
Q1 2025
Added 29.32%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
10,098
shares
|
$281,734
0.0% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
10,079
shares
|
$281,204
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
10,029
shares
|
$279,809
0.18% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
9,942
shares
|
$277,381
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
9,800
shares
|
$273,420
0.0% of portfolio
|
Q1 2025
Reduced 46.15%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,703
shares
|
$270,713
0.03% of portfolio
|
Q2 2024
Added 4.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
9,658
shares
|
$269,458
0.0% of portfolio
|
Q1 2025
Reduced 13.68%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
9,431
shares
|
$263,124
0.01% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
9,400
shares
|
$262,260
0.0% of portfolio
|
Q1 2025
Reduced 62.34%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
9,293
shares
|
$259,274
0.0% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,885
shares
|
$247,891
0.0% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
8,885
shares
|
$247,891
0.06% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
8,846
shares
|
$246,803
0.0% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
8,712
shares
|
$243,064
0.0% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
8,591
shares
|
$239,688
0.01% of portfolio
|
Q1 2025
Reduced 23.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
8,391
shares
|
$234,108
0.0% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
8,289
shares
|
$231,263
0.0% of portfolio
|
Q1 2025
Reduced 88.49%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
8,247
shares
|
$230,091
0.12% of portfolio
|
Q4 2024
Reduced 27.58%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,173
shares
|
$228,026
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
8,141
shares
|
$227,133
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
8,109
shares
|
$226,241
0.01% of portfolio
|
Q4 2024
Added 19.96%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
7,849
shares
|
$218,987
0.0% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
7,726
shares
|
$215,555
0.01% of portfolio
|
Q1 2025
Reduced 25.11%
|