InvenTrust Properties Corp. (IVT) — Institutional Holders, Q2 2026 (page 3)
344 institutional investment managers reported a IVT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IVT 13F holders ranked 201–300 of 344
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Ameritas Investment Partners#201 · 7,201 sh | 7,201 | $254.9K | <0.01% | +10.4% |
| 202 | Investmark Advisory Group#202 · 6,778 sh | 6,778 | $239.9K | 0.09% | -1.2% |
| 203 | Focus Financial Network#203 · 6,760 sh | 6,760 | $239.3K | — | -2.9% |
| 204 | OpenArc Corporate Advisory#204 · 6,692 sh | 6,692 | $236.9K | — | New |
| 205 | Diversified Enterprises#205 · 6,678 sh | 6,678 | $236.4K | — | 0.0% |
| 206 | Savant Capital#206 · 6,691 sh | 6,691 | $235.4K | <0.01% | New |
| 207 | JACOBS LEVY EQUITY MANAGEMENT#207 · 6,627 sh | 6,627 | $234.6K | <0.01% | -98.1% |
| 208 | Dakota Wealth Management#208 · 6,518 sh | 6,518 | $230.7K | <0.01% | -20.0% |
| 209 | State of Tennessee, Treasury Department#209 · 6,346 sh | 6,346 | $224.6K | <0.01% | New |
| 210 | Arkadios Wealth Advisors#210 · 6,161 sh | 6,161 | $218.1K | <0.01% | New |
| 211 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#211 · 6,160 sh | 6,160 | $218.1K | <0.01% | -7.5% |
| 212 | CIBC Asset Management#212 · 6,065 sh | 6,065 | $214.7K | <0.01% | New |
| 213 | Capstone Financial Advisors#213 · 6,065 sh | 6,065 | $214.7K | 0.01% | New |
| 214 | BANK OF MONTREAL#214 · 6,024 sh | 6,024 | $213.2K | <0.01% | New |
| 215 | ASSETMARK#215 · 6,018 sh | 6,018 | $213.0K | — | +8.8% |
| 216 | Concurrent Investment Advisors#216 · 6,006 sh | 6,006 | $212.6K | — | -28.4% |
| 217 | True North Advisors#217 · 5,929 sh | 5,929 | $209.9K | — | New |
| 218 | Gallacher Capital Management#218 · 5,820 sh | 5,820 | $206.0K | 0.12% | -32.3% |
| 219 | Diversify Advisory Services#219 · 5,602 sh | 5,602 | $201.5K | — | New |
| 220 | DIVERSIFY WEALTH MANAGEMENT#220 · 5,602 sh | 5,602 | $201.5K | — | New |
| 221 | HARBOUR INVESTMENTS#221 · 5,578 sh | 5,578 | $197.5K | <0.01% | -23.4% |
| 222 | Smallwood Wealth Investment Management#222 · 5,507 sh | 5,507 | $194.9K | 0.09% | -9.2% |
| 223 | SRS Capital Advisors#223 · 4,662 sh | 4,662 | $165.0K | <0.01% | New |
| 224 | HANTZ FINANCIAL SERVICES#224 · 4,631 sh | 4,631 | $164.0K | <0.01% | +126.0% |
| 225 | IFP Advisors#225 · 4,587 sh | 4,587 | $162.4K | — | -24.2% |
| 226 | Tower Research Capital (TRC)#226 · 4,456 sh | 4,456 | $157.7K | <0.01% | -30.0% |
| 227 | PETERSON WEALTH MANAGEMENT#227 · 4,268 sh | 4,268 | $151.1K | 0.07% | +0.8% |
| 228 | Global Retirement Partners#228 · 3,639 sh | 3,639 | $128.8K | <0.01% | — |
| 229 | Kingdom Financial Group#229 · 3,408 sh | 3,408 | $120.6K | 0.03% | +0.8% |
| 230 | Northwest & Ethical Investments L.P.#230 · 3,275 sh | 3,275 | $118.7K | <0.01% | -62.2% |
| 231 | Spire Wealth Management#231 · 3,115 sh | 3,115 | $110.3K | <0.01% | +40.6% |
| 232 | Itau Unibanco Holding S.A.#232 · 3,059 sh | 3,059 | $108.3K | <0.01% | New |
| 233 | US BANCORP \DE\#233 · 3,016 sh | 3,016 | $106.8K | <0.01% | -5.2% |
| 234 | BNP Paribas Asset Management Holding S.A.#234 · 2,936 sh | 2,936 | $103.9K | <0.01% | +11.0% |
| 235 | FIL Ltd#235 · 2,839 sh | 2,839 | $100.5K | <0.01% | -5.7% |
| 236 | Strategic Wealth Partners, Ltd.#236 · 2,760 sh | 2,760 | $97.7K | <0.01% | 0.0% |
| 237 | JONES FINANCIAL COMPANIES LLLP#237 · 2,626 sh | 2,626 | $95.0K | 0.00% | +7.3% |
| 238 | IFG Advisory#238 · 2,638 sh | 2,638 | $93.4K | <0.01% | New |
| 239 | KBC Group NV#239 · 2,598 sh | 2,598 | $92.0K | — | 0.0% |
| 240 | EverSource Wealth Advisors#240 · 2,587 sh | 2,587 | $91.6K | <0.01% | -12.5% |
| 241 | Avalon#241 · 2,400 sh | 2,400 | $85.0K | <0.01% | +9.3% |
| 242 | PRIVATE NA#242 · 2,242 sh | 2,242 | $79.4K | — | 0.0% |
| 243 | AMERIFLEX GROUP#243 · 2,139 sh | 2,139 | $75.7K | 0.03% | +0.8% |
| 244 | Bulwark Capital#244 · 2,088 sh | 2,088 | $73.9K | — | 0.0% |
| 245 | PROSPERITY BANCSHARES#245 · 1,772 sh | 1,772 | $62.7K | 0.04% | +6.2% |
| 246 | OF TOLEDO NA#246 · 1,720 sh | 1,720 | $60.9K | — | 0.0% |
| 247 | NewEdge Advisors#247 · 1,717 sh | 1,717 | $60.8K | <0.01% | New |
| 248 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#248 · 1,600 sh | 1,600 | $57.0K | — | New |
| 249 | Versant Capital Management#249 · 1,513 sh | 1,513 | $53.6K | — | 0.0% |
| 250 | Quaker Wealth Management#250 · 1,447 sh | 1,447 | $51.2K | — | 0.0% |
| 251 | Parallel Advisors#251 · 1,339 sh | 1,339 | $47.4K | <0.01% | +0.4% |
| 252 | Heritage Wealth Advisors#252 · 1,250 sh | 1,250 | $44.3K | <0.01% | 0.0% |
| 253 | Plante Moran Financial Advisors#253 · 1,176 sh | 1,176 | $41.6K | <0.01% | 0.0% |
| 254 | Winch Advisory Services#254 · 1,161 sh | 1,161 | $41.1K | <0.01% | +0.8% |
| 255 | Nykredit A/S#255 · 1,089 sh | 1,089 | $38.6K | <0.01% | — |
| 256 | Bernard Wealth Management#256 · 1,075 sh | 1,075 | $38.1K | 0.01% | +0.7% |
| 257 | Buck Wealth Strategies#257 · 1,051 sh | 1,051 | $37.2K | <0.01% | New |
| 258 | SIGNATUREFD#258 · 1,051 sh | 1,051 | $37.2K | — | +17.0% |
| 259 | GF FUND MANAGEMENT LTD.#259 · 1,040 sh | 1,040 | $36.8K | — | -11.4% |
| 260 | Cassaday & Wealth Management#260 · 946 sh | 946 | $33.5K | <0.01% | 0.0% |
| 261 | Millstone Evans Group#261 · 905 sh | 905 | $32.0K | 0.02% | 0.0% |
| 262 | LOOMIS SAYLES & L P#262 · 902 sh | 902 | $31.9K | 0.00% | 0.0% |
| 263 | CX Institutional#263 · 881 sh | 881 | $31.0K | — | 0.0% |
| 264 | Bear Mountain Capital#264 · 844 sh | 844 | $30.0K | <0.01% | 0.0% |
| 265 | SUMMIT SECURITIES GROUP#265 · 821 sh | 821 | $29.1K | <0.01% | New |
| 266 | Trust Co#266 · 800 sh | 800 | $28.3K | — | New |
| 267 | CoreCap Advisors#267 · 768 sh | 768 | $27.2K | — | +2.4% |
| 268 | Cherry Tree Wealth Management#268 · 754 sh | 754 | $26.7K | — | 0.0% |
| 269 | Asset Dedication#269 · 739 sh | 739 | $26.2K | <0.01% | 0.0% |
| 270 | Larson Financial Group#270 · 613 sh | 613 | $21.7K | <0.01% | +6.1% |
| 271 | Cranbrook Wealth Management#271 · 591 sh | 591 | $20.9K | <0.01% | 0.0% |
| 272 | PNC FINANCIAL SERVICES GROUP#272 · 589 sh | 589 | $20.9K | 0.00% | -79.6% |
| 273 | First Pacific Financial#273 · 581 sh | 581 | $20.6K | — | New |
| 274 | Quarry#274 · 580 sh | 580 | $20.5K | <0.01% | New |
| 275 | Kemnay Advisory Services#275 · 575 sh | 575 | $20.4K | <0.01% | -10.0% |
| 276 | Princeton Global Asset Management#276 · 539 sh | 539 | $19.1K | — | 0.0% |
| 277 | Optiver Holding B.V.#277 · 518 sh | 518 | $18.3K | 0.00% | +159.0% |
| 278 | CREATIVE FINANCIAL DESIGNS#278 · 491 sh | 491 | $17.4K | <0.01% | +0.2% |
| 279 | TSFG#279 · 464 sh | 464 | $16.0K | — | 0.0% |
| 280 | GAMMA Investing#280 · 442 sh | 442 | $15.6K | — | +25.6% |
| 281 | Luminist Capital#281 · 391 sh | 391 | $13.8K | 0.02% | New |
| 282 | MCF Advisors#282 · 389 sh | 389 | $13.8K | <0.01% | 0.0% |
| 283 | Robinswood Financial#283 · 384 sh | 384 | $13.6K | — | 0.0% |
| 284 | WPG Advisers#284 · 373 sh | 373 | $13.2K | <0.01% | 0.0% |
| 285 | Bank#285 · 360 sh | 360 | $12.7K | — | 0.0% |
| 286 | Aspect Partners#286 · 330 sh | 330 | $11.7K | — | 0.0% |
| 287 | Clearstead Advisors#287 · 327 sh | 327 | $11.6K | <0.01% | +13.9% |
| 288 | Pinnacle Wealth Planning Services#288 · 325 sh | 325 | $11.5K | <0.01% | New |
| 289 | Mirae Asset Global Investments , Ltd.#289 · 320 sh | 320 | $11.3K | 0.00% | -80.0% |
| 290 | EXCHANGE TRADED CONCEPTS#290 · 300 sh | 300 | $10.6K | 0.00% | -41.4% |
| 291 | ALERUS FINANCIAL NA#291 · 300 sh | 300 | $10.6K | <0.01% | 0.0% |
| 292 | ARMSTRONG ADVISORY GROUP#292 · 293 sh | 293 | $10.4K | — | 0.0% |
| 293 | WHI#293 · 292 sh | 292 | $10.3K | <0.01% | 0.0% |
| 294 | SALEM INVESTMENT COUNSELORS#294 · 257 sh | 257 | $9.2K | — | 0.0% |
| 295 | CBIZ Investment Advisory Services#295 · 293 sh | 293 | $9.0K | <0.01% | 0.0% |
| 296 | NISA INVESTMENT ADVISORS#296 · 252 sh | 252 | $9.0K | — | -94.1% |
| 297 | Planning Strategies#297 · 250 sh | 250 | $8.8K | — | — |
| 298 | HUNTINGTON NATIONAL BANK#298 · 236 sh | 236 | $8.4K | 0.00% | New |
| 299 | MV CAPITAL MANAGEMENT#299 · 233 sh | 233 | $8.2K | <0.01% | 0.0% |
| 300 | Ronald Blue#300 · 226 sh | 226 | $8.0K | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.