Skip to content
Disclosery

IVT INVENTRUST PPTYS CORP

Follow

REIT (common), issuer CIK 1307748

296 managers (302 13F filers) reported a position in IVT shares at 2025-03-31, 55,072,177 shares in all. 36 filers opened a position and 39 filers sold out during the quarter.

Managers
296
13F filers
302
New
36
Added
99
Reduced
103
Sold out
39
Shares held by filers
55,072,177

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Spire Wealth Managementin group Spire Wealth Management6,259$184K0.01%+5,43513F-HRTimelineGroup
M&G PLCin group M&G PLC6,247$181K<0.01%new13F-HRTimelineGroup
Global Financial Private Client, LLC5,752$169K0.06%013F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding5,030$148K-981Timeline
IFP Advisors, Inc4,670$137K<0.01%-3,84913F-HRTimeline
KBC Group NVin group KBC Group NV3,760$110K<0.01%new13F-HRTimelineGroup
MAI Capital Management3,562$105K<0.01%+313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,475$90.2K<0.01%-22413F-HRTimelineGroup
McIlrath & Eck, LLC3,005$88.3K0.01%013F-HRTimeline
AMALGAMATED BANK2,684$79K<0.01%+29613F-HRTimeline
PRIVATE TRUST CO NA2,307$67.8K0.01%013F-HRTimeline
Beacon Capital Management, LLC2,275$66.8K0.01%-1,39413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,256$66.3K<0.01%-9513F-HRTimelineGroup
COMERICA BANK2,245$65.9K<0.01%+1,00113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,091$61K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERIFLEX GROUP, INC.2,030$59.6K0.02%013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…1,942$57K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC1,592$46.8K<0.01%-45413F-HRTimeline
Bernard Wealth Management Corp.1,473$43.3K0.02%-98913F-HRTimeline
GF FUND MANAGEMENT CO. LTD.1,461$42.9K<0.01%+5913F-HRTimeline
Parallel Advisors, LLC1,334$39.2K<0.01%-48913F-HRTimeline
Avalon Trust Co1,230$36.1K<0.01%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd1,184$35.3K0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC1,176$34.5K<0.01%013F-HRTimeline
Winch Advisory Services, LLC1,113$32.7K0.01%+913F-HRTimeline
Aspect Partners, LLC1,018$29.9K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…951$27.9K<0.01%-4,18213F-HRTimelineGroup
Millstone Evans Group, LLC905$26.6K0.02%013F-HRTimeline
Bear Mountain Capital, Inc.816$22.8K0.01%+713F-HRTimeline
Cherry Tree Wealth Management, LLC754$22.1K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP750$21.9K<0.01%-1,10813F-HR/ATimelineGroup
Asset Dedication, LLC739$21.7K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC737$21.6K<0.01%+46813F-HRTimelineGroup
Farther Finance Advisors, LLC702$20.7K<0.01%+43013F-HRTimeline
USA FINANCIAL FORMULAS695$20.4K<0.01%new13F-HRTimeline
MeadowBrook Investment Advisors LLC675$19.8K0.02%013F-HRTimeline
SIGNATUREFD, LLC644$18.9K<0.01%+4713F-HRTimeline
Steward Partners Investment Advisory, L…622$18.3K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC591$17.4K<0.01%013F-HRTimeline
NFSG Corp550$16.2K<0.01%-50013F-HRTimeline
Bare Financial Services, Inc500$14.7K0.01%-30413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV482$14.2K<0.01%+113F-HRTimeline
Blue Trust, Inc.456$13.4K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC455$13.4K<0.01%013F-HRTimeline
Larson Financial Group LLC444$13K<0.01%-5013F-HRTimeline
Kiker Wealth Management, LLC408$12K0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC388$11.4K<0.01%new13F-HRTimeline
Robinswood Financial LLC385$11.3K<0.01%013F-HRTimeline
MCF Advisors LLC384$11.3K<0.01%013F-HRTimeline
WPG Advisers, LLC373$11K0.01%013F-HRTimeline
Bank & Trust Co360$10.6K0.01%013F-HRTimeline
Semmax Financial Advisors Inc.353$9.92K<0.01%013F-HRTimeline
ORG Partners LLC333$9.8K<0.01%013F-HRTimeline
Versant Capital Management, Inc316$9.28K<0.01%+17413F-HRTimeline
Creekmur Asset Management LLC315$9.24K<0.01%-1,31413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC293$8.83K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC293$8.68K<0.01%013F-HR/ATimeline
NewSquare Capital LLC295$8.66K<0.01%013F-HRTimeline
Clearstead Advisors, LLC287$8.43K<0.01%013F-HRTimeline
Pineridge Advisors LLC281$8.24K<0.01%+213F-HRTimeline
CoreCap Advisors, LLC273$8.02K<0.01%-3113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC257$7.61K<0.01%013F-HRTimeline
GAMMA Investing LLC239$7.02K<0.01%+10413F-HR/ATimeline
Christopher J. Hasenberg, Inc234$6.88K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.233$6.84K<0.01%013F-HRTimeline
Hillsdale Investment Management Inc.230$6.75K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC203$5.96K<0.01%013F-HRTimeline
Main Street Group, LTD193$5.66K<0.01%new13F-HRTimeline
NVWM, LLC181$5.32K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc161$4.84K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC152$4.46K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department146$4.29K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC145$4.26K<0.01%013F-HRTimeline
WFA Asset Management Corp156$4.01K<0.01%-413F-HRTimeline
Blume Capital Management, Inc.130$3.82K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC128$3.8K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC120$3.52K<0.01%+5013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC110$3K<0.01%-1013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…100$2.94K<0.01%new13F-HRTimelineGroup
Quarry LP98$2.88K<0.01%-1,67413F-HRTimeline
Bell Investment Advisors, Inc83$2.44K<0.01%+2713F-HRTimeline
Covestor Ltd62$2K<0.01%+2213F-HRTimeline
Cedar Mountain Advisors, LLC66$1.94K<0.01%013F-HRTimeline
Brooklyn Investment Group64$1.88K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL61$1.79K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc50$1.47K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC46$1.35K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust40$1.18K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30$881<0.01%-4313F-HRTimelineGroup
Lindbrook Capital, LLC24$705<0.01%-6513F-HRTimeline
Stephens Consulting, LLC15$441<0.01%new13F-HRTimeline
True Wealth Design, LLC15$441<0.01%new13F-HRTimeline
MOTCO10$294<0.01%new13F-HRTimeline
Dunhill Financial, LLC4$132<0.01%-26113F-HRTimeline
TFC Financial Management, Inc.1$30<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-11,07013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.