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AI-extracted from the 10-Q filed 2026-08-03 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
InvenTrust acquired six retail properties totaling $255.6M in H1 2026, expanding portfolio to 78 properties; issued $250M senior notes in June to fund growth while managing 94.6% economic occupancy.
Biggest Revenue Drivers
Largest Expense Items
Property operating$12.7M+10.3% YoY
Increased $2.5M from acquired properties, $0.2M from Same Properties, offset by $1.5M from disposed properties.
Real estate taxes$9.9M-2.8% YoY
Net decrease from Same Properties ($0.9M), offset by increases from acquired properties ($1.1M).
Watch Items from the Filing
Portfolio occupancy declined from 95.5% (June 2025) to 94.6% (June 2026); economic occupancy at 94.6% versus leased occupancy of 96.2% indicates 168K SF of signed but uncommenced space.
Company issued $250M senior notes in June 2026 at yields of 5.09%–5.60%, expanding total debt to $1,092.2M; $75M drawn on $500M revolving facility, leaving $425M available liquidity.
No single tenant represents ≥10% of lease income; diversified tenant base across grocery-anchored and power centers mitigates concentration risk.
Aggressive acquisition pace: six properties acquired H1 2026 ($255.6M) versus four in H1 2025 ($105.4M); subsequent to quarter-end, acquired New Garden Crossing for $34.0M on July 1, 2026.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Phillips Michael DouglasE.V.P., C.F.O. & TreasurerDisposition to issuer · Jul 24, 2026
Busch DanielPresident & C.E.O.Disposition to issuer · Jul 24, 2026
David Christy LynnEVP, COO, GC & Sec.Disposition to issuer · Jul 24, 2026
Aitken StuartDirectorGrant or award · May 5, 2026
Nelson Scott A.DirectorGrant or award · May 5, 2026
Black Amanda ElizabethDirectorGrant or award · May 5, 2026
Whitehurst Julian EDirectorGrant or award · May 5, 2026
Saban PaulaDirectorGrant or award · May 5, 2026
About InvenTrust Properties Corp. (IVT): stock profile, AI score and financials
InvenTrust Properties Corp. (IVT) stock profile, AI quality score, and SEC EDGAR financial data, a Real Estate sector company. 13F Pro's AI-powered ranking engine scores IVT at 58.7/100 on a composite quality score built from its SEC filings, placing it at rank #56 of 148 stocks — the top half of the AI-ranked universe. Based on the latest XBRL financial filings (Q2 2026), InvenTrust Properties Corp. reports quarterly revenue of $82.8M, net income of $1.4M, an operating margin of -13.6%. Top institutional holders of IVT by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, PRINCIPAL FINANCIAL GROUP, based on the most recent SEC filings. IVT trades on the NYSE exchange and files with the SEC under CIK 1307748. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate IVT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for InvenTrust Properties Corp. directly from SEC EDGAR.