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Disclosery

IVT INVENTRUST PPTYS CORP

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REIT (common), issuer CIK 1307748

331 managers (342 13F filers) reported a position in IVT shares at 2026-06-30, 69,523,821 shares in all. 49 filers opened a position and 29 filers sold out during the quarter.

Managers
331
13F filers
342
New
49
Added
129
Reduced
91
Sold out
29
Shares held by filers
69,523,821

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Dakota Wealth Management6,518$231K<0.01%-1,63213F-HRTimeline
State of Tennessee, Department of Treas…6,346$225K<0.01%new13F-HRTimeline
Arkadios Wealth Advisors6,161$218K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,160$218K<0.01%-49813F-HRTimelineGroup
CIBC Asset Management Inc6,065$215K<0.01%new13F-HRTimeline
Capstone Financial Advisors, Inc.6,065$215K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,024$213K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC6,018$213K<0.01%+48513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,006$213K<0.01%-2,37913F-HRTimelineGroup
True North Advisors, LLC5,929$210K0.02%new13F-HRTimeline
Gallacher Capital Management LLC5,820$206K0.12%-2,77713F-HRTimeline
HARBOUR INVESTMENTS, INC.5,578$197K<0.01%-1,70413F-HRTimeline
Smallwood Wealth Investment Management,…5,507$195K0.09%-55713F-HRTimeline
Arax Advisory Partners4,662$165K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4,631$164K<0.01%+2,58213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc4,587$162K<0.01%-1,46413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,456$158K<0.01%-1,91213F-HRTimelineGroup
PETERSON WEALTH MANAGEMENT4,268$151K0.07%+3313F-HRTimeline
Global Retirement Partners, LLC3,639$129K<0.01%13F-HRTimeline
Kingdom Financial Group LLC.3,408$121K0.03%+2613F-HRTimeline
Northwest & Ethical Investments L.P.3,275$119K<0.01%-5,38713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,115$110K<0.01%+90013F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.3,059$108K<0.01%-98113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,016$107K<0.01%-16513F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,936$104K<0.01%+29013F-HRTimelineGroup
FIL Ltdin group FIL Ltd2,839$101K<0.01%-17213F-HRTimelineGroup
Strategic Wealth Partners, Ltd.2,760$97.7K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,626$95K<0.01%+17913F-HRTimelineGroup
IFG Advisory, LLC2,638$93.4K<0.01%new13F-HRTimeline
KBC Group NVin group KBC Group NV2,598$92K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,587$91.6K<0.01%+1,42813F-HRTimelineGroup
Avalon Trust Co2,400$85K0.01%+20513F-HRTimeline
PRIVATE TRUST CO NA2,242$79.4K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.2,139$75.7K0.03%+1713F-HRTimeline
Bulwark Capital Corp2,088$73.9K0.04%013F-HRTimeline
Prosperity Bancshares Inc1,772$62.7K0.04%+10413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,720$60.9K0.01%013F-HRTimeline
NewEdge Advisors, LLC1,717$60.8K<0.01%013F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…1,600$57K<0.01%new13F-HRTimeline
Versant Capital Management, Inc1,513$53.6K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC1,447$51.2K0.01%013F-HRTimeline
Parallel Advisors, LLC1,339$47.4K<0.01%+513F-HRTimeline
Heritage Wealth Advisors1,250$44.2K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,176$41.6K<0.01%013F-HRTimeline
Winch Advisory Services, LLC1,161$41.1K0.01%+913F-HRTimeline
Nykredit A/Sin group Nykredit A/S1,089$38.6K<0.01%13F-HRTimelineGroup
Bernard Wealth Management Corp.1,075$38.1K0.01%+813F-HRTimeline
Buck Wealth Strategies, LLC1,051$37.2K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC1,051$37.2K<0.01%+15313F-HRTimeline
GF FUND MANAGEMENT CO. LTD.1,040$36.8K<0.01%-13413F-HRTimeline
Cassaday & Co Wealth Management LLC946$33.5K<0.01%013F-HRTimeline
Millstone Evans Group, LLC905$32K0.02%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P902$31.9K<0.01%013F-HRTimelineGroup
CX Institutional881$31K<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.844$30K0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC821$29.1K0.01%new13F-HRTimeline
Trust Co800$28.3K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC768$27.2K<0.01%+1813F-HRTimeline
Asset Dedication, LLC739$26.2K<0.01%013F-HRTimeline
Larson Financial Group LLC613$21.7K<0.01%+3513F-HRTimeline
Cranbrook Wealth Management, LLC591$20.9K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…589$20.9K<0.01%-2,29213F-HRTimelineGroup
First Pacific Financial581$20.6K<0.01%new13F-HRTimeline
Quarry LP580$20.5K<0.01%new13F-HRTimeline
Kemnay Advisory Services Inc.575$20.4K<0.01%-6413F-HRTimeline
Princeton Global Asset Management LLC539$19.1K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.518$18.3K<0.01%+31813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV491$17.4K<0.01%+113F-HRTimeline
TSFG, LLC464$16K<0.01%013F-HRTimeline
GAMMA Investing LLC442$15.6K<0.01%+9013F-HRTimeline
Luminist Capital LLC391$13.8K0.02%new13F-HRTimeline
MCF Advisors LLC389$13.8K<0.01%013F-HRTimeline
Robinswood Financial LLC384$13.6K<0.01%013F-HRTimeline
WPG Advisers, LLC373$13.2K0.01%013F-HRTimeline
Bank & Trust Co360$12.7K0.01%013F-HRTimeline
Aspect Partners, LLC330$11.7K<0.01%013F-HRTimeline
Clearstead Advisors, LLC327$11.6K<0.01%+4013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.325$11.5K<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA300$10.6K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC300$10.6K<0.01%-21213F-HR/ATimeline
ARMSTRONG ADVISORY GROUP, INC293$10.4K<0.01%013F-HRTimeline
WHI TRUST Co LLC292$10.3K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC257$9.16K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC293$9K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC252$8.98K<0.01%-4,01913F-HRTimeline
Planning Strategies Inc.250$8.85K0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK236$8.35K<0.01%new13F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.233$8.25K<0.01%013F-HR/ATimeline
Blue Trust, Inc.226$8K<0.01%013F-HRTimeline
RMG Wealth Management LLC239$7.96K<0.01%+113F-HRTimeline
Lloyd Advisory Services, LLC.215$7.61K<0.01%-3,16713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…208$7.36K<0.01%-30013F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…204$7.22K<0.01%+5213F-HRTimeline
SITTNER & NELSON, LLC203$7.19K<0.01%013F-HRTimeline
NVWM, LLC181$6.41K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.180$6.37K<0.01%new13F-HRTimeline
Bare Financial Services, Inc174$6.16K<0.01%+1513F-HRTimeline
Harborfront Financial Group LLC170$6.02K0.02%13F-HRTimeline
Glass Jacobson Investment Advisors llc161$5.68K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC149$5.28K<0.01%new13F-HR/ATimeline
BankPlus Trust Departmentin group BankPlus Trust Department146$5.17K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC145$5.13K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC137$4.85K<0.01%013F-HRTimeline
Blume Capital Management, Inc.130$4.6K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC125$4.46K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.106$3.76K<0.01%new13F-HRTimeline
Caldwell Trust Co106$3.75K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.100$3.54K<0.01%013F-HRTimeline
JPL Wealth Management, LLC75$2.66K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…60$2.12K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc56$1.98K<0.01%013F-HRTimeline
Covestor Ltd41$1K<0.01%+513F-HRTimeline
Steward Partners Investment Advisory, L…28$991<0.01%013F-HRTimeline
Essential Partners LLC26$920<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC21$743<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS21$743<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$708<0.01%new13F-HRTimelineGroup
Caitong International Asset Management …18$637<0.01%+813F-HRTimeline
Smartleaf Asset Management LLC14$508<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB14$496<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC14$496<0.01%13F-HRTimeline
DecisionPoint Financial, LLC14$490<0.01%013F-HRTimeline
Stone House Investment Management, LLC12$425<0.01%+313F-HRTimeline
MOTCO10$354<0.01%013F-HRTimeline
GROUP ONE TRADING LLC8$283<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5$177<0.01%013F-HRTimeline
Dunhill Financial, LLC4$146<0.01%013F-HRTimeline
Davis Capital Management3$106<0.01%new13F-HRTimeline
Hughes Financial Services, LLC3$106<0.01%013F-HRTimeline
TFC Financial Management, Inc.2$71<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC2$71<0.01%new13F-HRTimeline