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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
9,965
shares
|
$280,315
0.0% of portfolio
|
Q3 2025
Added 23.42%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
9,952
shares
|
$279,949
0.06% of portfolio
|
Q3 2025
Reduced 41.49%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
9,942
shares
|
$279,668
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
9,836
shares
|
$276,686
0.01% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,703
shares
|
$272,945
0.03% of portfolio
|
Q2 2024
Added 4.3%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
9,620
shares
|
$270,610
0.0% of portfolio
|
Q2 2025
Reduced 44.07%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
9,394
shares
|
$264,253
0.02% of portfolio
|
Q3 2025
Reduced 44.29%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9,058
shares
|
$254,801
0.0% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
8,980
shares
|
$252,607
0.0% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
8,916
shares
|
$250,807
0.0% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
8,888
shares
|
$250,019
0.02% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,885
shares
|
$249,935
0.0% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
8,885
shares
|
$249,935
0.05% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
8,880
shares
|
$249,794
0.0% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
8,843
shares
|
$248,753
0.0% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
8,794
shares
|
$247,375
0.07% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
8,747
shares
|
$246,053
0.1% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
8,181
shares
|
$230,131
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
8,173
shares
|
$229,906
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
8,150
shares
|
$229,259
0.0% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
7,821
shares
|
$220,004
0.0% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,738
shares
|
$217,669
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
7,680
shares
|
$216,038
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Oct 22, 2025 Q3 2025 |
7,572
shares
|
$213,000
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
7,567
shares
|
$212,859
0.02% of portfolio
|
Q1 2025
Reduced 10.36%
|
|