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IVT — INVENTRUST PPTYS CORP

Reported value held$1.74B
Funds holding (latest)40
SectorReal Estate
Funds holding (Q2 2026)33
Institutional value$1.41B · 39.84M sh
New / Add / Cut / Exit3 / 23 / 7 / 2
Top-5 / Top-10 concentration75.5% / 88.9%
Institutional holdings change Accumulating +33.5% (+10.01M sh)
Institutional value change Up +55.3%

As of Q2 2026, 33 SEC-registered investment managers reported holding IVT (INVENTRUST PPTYS CORP) in their latest 13F filings, with a combined reported value of $1.41B across 39.84M shares. That is +33.5% by share count (+10.01M shares) versus the previous quarter, while reported value moved +55.3%. Ownership is concentrated: the five largest holders account for 75.5% of reported value and the top ten for 88.9%.

Compared with the prior quarter, 3 opened new positions, 23 added to existing stakes, 7 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

IVT is classified in the Real Estate sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 15.35M $543.32M 0.01% Add
Vanguard Group history Q4 2025 11.15M $314.44M 0.01% Reduce
Principal Global Investors history Q2 2026 7.41M $262.43M 0.13% Reduce
Goldman Sachs Group history Q2 2026 3.11M $110.12M 0.01% Add
Geode Capital Management history Q2 2026 2.20M $77.79M 0.00% Add
Fidelity Management & Research (FMR) history Q2 2026 1.96M $69.26M 0.00% Reduce
Charles Schwab Investment Management history Q2 2026 1.47M $52.09M 0.01% Add
Two Sigma Investments history Q2 2026 1.33M $47.03M 0.04% Add
Northern Trust Corp history Q2 2026 1.03M $36.45M 0.00% Add
Millennium Management history Q2 2026 809.30K $28.65M 0.01% Reduce
JPMorgan Chase & Co history Q2 2026 649.32K $23.66M 0.00% New
Wellington Management Group history Q2 2026 647.04K $22.91M 0.00% Add
BNY Mellon history Q2 2026 546.72K $19.35M 0.00% Add
Legal & General Investment Management America history Q2 2026 519.03K $18.37M 0.00% Add
Bank of America Corp history Q2 2026 488.62K $17.30M 0.00% Add
Morgan Stanley history Q2 2026 433.12K $15.33M 0.00% Add
PSP Investments history Q2 2026 267.72K $9.48M 0.03% New
Renaissance Technologies history Q2 2026 236.04K $8.36M 0.01% Add
Citadel Advisors history Q2 2026 228.20K $8.08M 0.00% Add
Invesco Ltd history Q2 2026 222.54K $7.88M 0.00% Add

View all 40 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — 6.99M 7.66M 7.94M 7.70M 7.79M 9.30M 9.67M 15.35M
Principal Global Investors 4.22M 5.11M 2.88M 2.81M 2.40M 2.60M 2.62M 2.67M 2.28M 2.67M 3.38M 4.12M 4.36M 4.46M 4.67M 4.73M 6.19M 7.73M 7.41M
Goldman Sachs Group — 401.08K 113.68K 141.72K 204.47K 338.12K 555.71K 294.35K 248.86K 236.82K 222.77K 298.88K 418.79K 695.26K 722.46K 799.69K 931.83K 1.10M 3.11M
Geode Capital Management 564.99K 579.68K 1.34M 1.34M 1.39M 1.44M 1.47M 1.53M 1.60M 1.64M 1.72M 1.82M 1.94M 1.99M 1.99M 2.01M 2.01M 2.07M 2.20M
Fidelity Management & Research (FMR) — 1 153 758 615 1.03K 1.54K 1.90K 2.44K 2.30K 2.57K 580.60K 1.36M 1.56M 1.89M 2.03M 2.10M 2.11M 1.96M
Charles Schwab Investment Management 631.19K 650.99K 781.98K 794.89K 865.10K 890.62K 956.50K 857.94K 874.70K 948.64K 1.00M 1.18M 1.28M 1.31M 1.41M 1.37M 1.38M 1.40M 1.47M
Two Sigma Investments — — — — — — — — — 37.79K 22.65K 30.65K 72.05K 8.29K 7.38K 12.10K 52.67K 733.22K 1.33M
Northern Trust Corp 264.63K 290.18K 776.10K 962.31K 1.06M 1.06M 816.30K 829.42K 740.53K 730.04K 723.68K 739.00K 1.01M 1.01M 987.86K 966.66K 867.19K 913.96K 1.03M
Millennium Management 809.55K 1.57M 227.85K — 173.95K 692.28K 948.83K 964.29K 1.10M 876.63K 998.88K 1.62M 2.46M 2.62M 2.37M 1.36M 1.91M 1.28M 809.30K
JPMorgan Chase & Co 88.33K 127.18K 286.39K 291.65K 265.89K 106.01K 197.72K 225.28K 594.32K 573.63K 517.35K 552.77K 681.62K 612.07K 559.60K 523.70K 565.06K — 649.32K
Wellington Management Group — — — — — — — — — — — — — — — — — 33.30K 647.04K
BNY Mellon 39.26K 42.55K 257.54K 282.46K 326.06K 318.11K 317.74K 324.75K 319.41K 301.68K 327.60K 272.31K 322.49K 329.61K 343.37K 330.36K 336.51K 338.10K 546.72K
Legal & General Investment Management America 349.64K 306.66K 346.77K 388.95K 402.56K 444.17K 477.02K 488.58K 506.11K 506.53K 446.62K 402.95K 407.62K 413.86K 427.08K 389.76K 440.37K 403.84K 519.03K
Bank of America Corp 2.58K 38.77K 48.95K 41.86K 48.30K 79.43K 47.38K 64.12K 106.22K 50.44K 57.29K 93.28K 111.78K 86.11K 129.35K 234.80K 191.47K 244.90K 488.62K
Morgan Stanley 222.87K 22.00K 36.41K 66.26K 149.78K 202.49K 360.40K 202.00K 1.41M 1.22M 940.04K 476.42K 340.08K 253.91K 257.86K 277.71K 308.71K 220.74K 433.12K
PSP Investments — — — — — — — — — — — — — — — — — — 267.72K
Renaissance Technologies — — — — — 10.00K 15.50K 26.70K 70.80K 83.10K 122.20K 216.30K 331.20K 323.60K 364.90K 225.50K — 122.00K 236.04K
Citadel Advisors 77.60K 140.34K 48.15K 24.60K 105.28K 16.17K 37.93K 69.12K 75.91K 142.77K 74.05K 73.61K 559.26K 798.52K 751.35K 119.49K 224.54K 226.18K 228.20K
Invesco Ltd 34.34K 57.33K 61.36K 100.09K 104.93K 166.89K 167.78K 175.76K 198.48K 237.92K 245.95K 243.19K 245.54K 239.34K 203.35K 190.09K 193.33K 194.24K 222.54K
Wells Fargo & Co 74.00K 82.23K 45.81K 83.86K 66.11K 67.70K 66.98K 48.50K 51.70K 53.34K 57.29K 58.18K 72.36K 96.55K 102.30K 112.41K 139.32K 94.25K 132.80K

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