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Disclosery

IVT INVENTRUST PPTYS CORP

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REIT (common), issuer CIK 1307748

300 managers (307 13F filers) reported a position in IVT shares at 2024-12-31, 54,048,145 shares in all. 36 filers opened a position and 40 filers sold out during the quarter.

Managers
300
13F filers
307
New
36
Added
121
Reduced
83
Sold out
40
Shares held by filers
54,048,145

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Lido Advisors, LLCin group Lido Advisors, LLC7,300$221K<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC7,294$220K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC7,294$220K<0.01%new13F-HRTimeline
CIBC WORLD MARKETS CORP7,254$219K<0.01%new13F-HRTimeline
AE Wealth Management LLC7,158$216K<0.01%new13F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD7,198$214K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC7,083$213K<0.01%-45913F-HRTimeline
Atria Wealth Solutions, Inc.7,050$212K<0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.6,761$204K0.01%-55413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,755$204K<0.01%new13F-HRTimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…6,011$181K0.07%-66813F-HRTimelineGroup
Global Financial Private Client, LLC5,752$173K0.06%-24013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,133$155K0.01%+3,46213F-HRTimelineGroup
Sandia Investment Management LP5,000$151K0.28%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,566$138K<0.01%+75613F-HRTimelineGroup
Beacon Capital Management, LLC3,669$111K0.01%+613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,699$109K<0.01%+513F-HRTimelineGroup
MAI Capital Management3,559$107K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC3,005$90.5K0.01%-2113F-HRTimeline
Avior Wealth Management, LLC2,826$85.2K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP2,656$80K0.02%013F-HRTimeline
Bernard Wealth Management Corp.2,462$74.2K0.03%13F-HR/ATimeline
AMALGAMATED BANK2,388$72K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,351$70.8K<0.01%-41513F-HRTimelineGroup
PRIVATE TRUST CO NA2,307$69.5K0.01%013F-HRTimeline
FIL Ltdin group FIL Ltd2,240$67.5K<0.01%+33213F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.2,091$63K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NewEdge Advisors, LLC2,046$61.6K<0.01%+46513F-HRTimeline
AMERIFLEX GROUP, INC.2,030$60.4K0.03%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,858$56K<0.01%+1,02613F-HRTimelineGroup
Parallel Advisors, LLC1,823$54.9K<0.01%+3813F-HRTimeline
Quarry LP1,772$53.4K0.01%new13F-HRTimeline
Creekmur Asset Management LLC1,629$49.1K0.01%+1213F-HRTimeline
ATWOOD & PALMER INC1,476$44.5K<0.01%013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.1,402$42.2K<0.01%13F-HRTimeline
COMERICA BANK1,244$37.5K<0.01%+4813F-HR/ATimeline
Plante Moran Financial Advisors, LLC1,176$35.4K<0.01%013F-HRTimeline
Winch Advisory Services, LLC1,104$33.3K0.01%+813F-HRTimeline
NFSG Corp1,050$31.6K0.01%-33213F-HRTimeline
Aspect Partners, LLC1,018$30.7K0.02%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…942$28.4K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC905$27.3K0.02%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management824$24.8K<0.01%013F-HRTimelineGroup
Bare Financial Services, Inc804$24.2K0.01%013F-HRTimeline
Bear Mountain Capital, Inc.809$23.7K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC754$22.7K0.01%013F-HRTimeline
Global Retirement Partners, LLC748$22.5K<0.01%013F-HRTimeline
Asset Dedication, LLC739$22.3K<0.01%+57713F-HRTimeline
MeadowBrook Investment Advisors LLC675$20.3K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…622$18.7K<0.01%013F-HRTimeline
SIGNATUREFD, LLC597$18K<0.01%+1613F-HRTimeline
Cranbrook Wealth Management, LLC591$17.8K<0.01%013F-HRTimeline
Larson Financial Group LLC494$14.9K<0.01%+7513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV481$14.5K<0.01%+213F-HRTimeline
Blue Trust, Inc.456$13.7K<0.01%-16613F-HR/ATimeline
GPS Wealth Strategies Group, LLC455$13.7K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.410$12.4K0.01%new13F-HRTimeline
Robinswood Financial LLC385$11.6K<0.01%013F-HRTimeline
MCF Advisors LLC384$11.6K<0.01%013F-HRTimeline
WPG Advisers, LLC373$11.2K0.01%13F-HRTimeline
Semmax Financial Advisors Inc.353$10.9K<0.01%013F-HRTimeline
Bank & Trust Co360$10.8K0.01%013F-HRTimeline
ORG Partners LLC333$10K<0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC318$9.58K<0.01%-17,90913F-HRTimelineGroup
CoreCap Advisors, LLC304$9.16K<0.01%-1,08213F-HRTimeline
CBIZ Investment Advisory Services, LLC293$8.89K<0.01%-51713F-HRTimeline
NewSquare Capital LLC295$8.89K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC293$8.83K<0.01%013F-HRTimeline
Clearstead Advisors, LLC287$8.65K<0.01%013F-HRTimeline
Pineridge Advisors LLC279$8.39K<0.01%+313F-HRTimeline
Farther Finance Advisors, LLC272$8.19K<0.01%-14413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC269$8.11K<0.01%+2513F-HRTimelineGroup
Dunhill Financial, LLC265$8K<0.01%+213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC257$7.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GeoWealth Management, LLC247$7.44K<0.01%+11213F-HRTimeline
Christopher J. Hasenberg, Inc234$7.05K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.233$7.02K<0.01%013F-HRTimeline
Hillsdale Investment Management Inc.230$6.93K<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC203$6.12K<0.01%013F-HRTimeline
NVWM, LLC181$5.45K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc161$4.84K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WFA Asset Management Corp160$4.82K<0.01%+113F-HRTimeline
Salomon & Ludwin, LLC152$4.58K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department146$4.4K<0.01%13F-HRTimelineGroup
Continuum Advisory, LLC145$4.37K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC145$4.37K<0.01%013F-HRTimeline
Versant Capital Management, Inc142$4.28K<0.01%new13F-HRTimeline
GAMMA Investing LLC135$4.07K<0.01%+2613F-HRTimeline
Richard W. Paul & Associates, LLC134$4.04K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC120$4K<0.01%013F-HRTimelineGroup
Blume Capital Management, Inc.130$3.92K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC128$3.89K<0.01%+113F-HRTimeline
Lindbrook Capital, LLC89$2.68K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…73$2.2K<0.01%-45313F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC70$2.11K<0.01%+2513F-HRTimeline
Cedar Mountain Advisors, LLC66$1.99K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc56$1.69K<0.01%013F-HRTimeline
Fortitude Family Office, LLC46$1.39K<0.01%013F-HRTimeline
Covestor Ltd40$1K<0.01%+3713F-HRTimeline
TFC Financial Management, Inc.1$31<0.01%013F-HRTimeline