InvenTrust Properties Corp. (IVT) — Institutional Holders, Q2 2026 (page 4)
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 301 to 344. 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 301–344 of 344
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | RMG Wealth Management#301 · 239 sh | 239 | $8.0K | — | +0.4% |
| 302 | Lloyd Advisory Services#302 · 215 sh | 215 | $7.6K | <0.01% | -93.6% |
| 303 | Rockefeller Capital Management L.P.#303 · 208 sh | 208 | $7.4K | 0.00% | -59.1% |
| 304 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#304 · 204 sh | 204 | $7.2K | <0.01% | +34.2% |
| 305 | SITTNER & NELSON#305 · 203 sh | 203 | $7.2K | <0.01% | 0.0% |
| 306 | NVWM#306 · 181 sh | 181 | $6.4K | — | 0.0% |
| 307 | SJS Investment Consulting#307 · 180 sh | 180 | $6.4K | — | New |
| 308 | Bare Financial Services#308 · 174 sh | 174 | $6.2K | <0.01% | +9.4% |
| 309 | Harborfront Financial Group#309 · 170 sh | 170 | $6.0K | 0.02% | — |
| 310 | Glass Jacobson Investment Advisors#310 · 161 sh | 161 | $5.7K | — | 0.0% |
| 311 | Cornerstone Financial Management#311 · 149 sh | 149 | $5.3K | <0.01% | New |
| 312 | BankPlus Department#312 · 146 sh | 146 | $5.2K | <0.01% | 0.0% |
| 313 | Continuum Advisory#313 · 145 sh | 145 | $5.1K | <0.01% | New |
| 314 | ROTHSCHILD INVESTMENT#314 · 137 sh | 137 | $4.8K | <0.01% | 0.0% |
| 315 | Blume Capital Management#315 · 130 sh | 130 | $4.6K | — | 0.0% |
| 316 | Valued Wealth Advisors#316 · 125 sh | 125 | $4.5K | <0.01% | 0.0% |
| 317 | Silver Grove Financial Group#317 · 106 sh | 106 | $3.8K | <0.01% | New |
| 318 | Caldwell#318 · 106 sh | 106 | $3.8K | <0.01% | 0.0% |
| 319 | Beacon Capital Management#319 · 100 sh | 100 | $3.5K | — | New |
| 320 | JPL Wealth Management#320 · 75 sh | 75 | $2.7K | <0.01% | 0.0% |
| 321 | Keating Financial Advisory Services#321 · 60 sh | 60 | $2.1K | <0.01% | New |
| 322 | Bell Investment Advisors#322 · 56 sh | 56 | $2.0K | <0.01% | 0.0% |
| 323 | Covestor Ltd#323 · 41 sh | 41 | $1.0K | <0.01% | +13.9% |
| 324 | Steward Partners Investment Advisory#324 · 28 sh | 28 | $991.00 | 0.00% | 0.0% |
| 325 | Essential Partners#325 · 26 sh | 26 | $920.00 | — | 0.0% |
| 326 | SIMPLEX TRADING#326 · 21 sh | 21 | $743.00 | 0.00% | New |
| 327 | ACTION POINT FINANCIAL PLANNING#327 · 21 sh | 21 | $743.00 | <0.01% | New |
| 328 | FARMERS & MERCHANTS INVESTMENTS#328 · 20 sh | 20 | $708.00 | — | New |
| 329 | Caitong International Asset Management , Ltd#329 · 18 sh | 18 | $637.00 | <0.01% | +80.0% |
| 330 | Smartleaf Asset Management#330 · 14 sh | 14 | $508.00 | 0.00% | 0.0% |
| 331 | MassMutual Private Wealth & , FSB#331 · 14 sh | 14 | $496.00 | — | 0.0% |
| 332 | COMPASS FINANCIAL MANAGEMENT#332 · 14 sh | 14 | $496.00 | <0.01% | — |
| 333 | DecisionPoint Financial#333 · 14 sh | 14 | $490.00 | <0.01% | 0.0% |
| 334 | Stone House Investment Management#334 · 12 sh | 12 | $425.00 | — | +33.3% |
| 335 | MOTCO#335 · 10 sh | 10 | $354.00 | 0.00% | 0.0% |
| 336 | GROUP ONE TRADING, L.P.#336 · 8 sh | 8 | $283.00 | 0.00% | New |
| 337 | TD PRIVATE CLIENT WEALTH#337 · 5 sh | 5 | $177.00 | 0.00% | 0.0% |
| 338 | Dunhill Financial#338 · 4 sh | 4 | $146.00 | 0.00% | 0.0% |
| 339 | Silicon Valley Capital Partners#339 · 3 sh | 3 | $107.00 | 0.00% | 0.0% |
| 340 | Davis Capital Management#340 · 3 sh | 3 | $106.00 | — | New |
| 341 | Hughes Financial Services#341 · 3 sh | 3 | $106.00 | 0.00% | 0.0% |
| 342 | TFC Financial Management#342 · 2 sh | 2 | $71.00 | — | 0.0% |
| 343 | Medallion Wealth Advisors#343 · 2 sh | 2 | $71.00 | 0.00% | New |
| 344 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#344 · 89,020 sh | 89,020 | — | — | +25.9% |
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.