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Disclosery

IVT INVENTRUST PPTYS CORP

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REIT (common), issuer CIK 1307748

300 managers (306 13F filers) reported a position in IVT shares at 2025-06-30, 56,042,040 shares in all. 31 filers opened a position and 32 filers sold out during the quarter.

Managers
300
13F filers
306
New
31
Added
94
Reduced
108
Sold out
32
Shares held by filers
56,042,040

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FIL Ltdin group FIL Ltd4,480$123K<0.01%new13F-HRTimelineGroup
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…4,228$116K<0.01%-130,71113F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC3,783$104K<0.01%new13F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd3,693$101K0.02%+2,50913F-HRTimeline
MAI Capital Management3,574$97.9K<0.01%+1213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,480$95.3K<0.01%+513F-HRTimelineGroup
McIlrath & Eck, LLC3,005$82.3K0.01%013F-HRTimeline
AMALGAMATED BANK2,684$74K<0.01%013F-HRTimeline
KBC Group NVin group KBC Group NV2,598$71K<0.01%-1,16213F-HRTimelineGroup
PRIVATE TRUST CO NA2,307$63.2K0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP2,147$63.1K0.02%13F-HRTimeline
Beacon Capital Management, LLC2,295$62.9K0.01%+2013F-HRTimeline
COMERICA BANK2,291$62.8K<0.01%+4613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,215$60.7K<0.01%-4,04413F-HRTimelineGroup
Versant Capital Management, Inc2,146$58.8K0.01%+1,83013F-HRTimeline
Bulwark Capital Corp2,088$57.2K0.05%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,091$57K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TRUST CO OF TOLEDO NA /OH/1,720$47.1K0.01%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,586$43K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC1,562$42.8K<0.01%-3013F-HRTimeline
Bernard Wealth Management Corp.1,486$40.7K0.02%+1313F-HRTimeline
Quaker Wealth Management, LLC1,447$39.6K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,369$37.5K<0.01%+41813F-HRTimelineGroup
GF FUND MANAGEMENT CO. LTD.1,366$37.4K<0.01%-9513F-HRTimeline
Parallel Advisors, LLC1,334$36.6K<0.01%013F-HRTimeline
Heritage Wealth Advisors1,250$34.2K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC1,176$32.2K<0.01%013F-HRTimeline
Winch Advisory Services, LLC1,123$30.8K0.01%+1013F-HRTimeline
Gitterman Wealth Management, LLC1,096$30K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC967$26.5K<0.01%+23013F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P950$26K<0.01%new13F-HRTimelineGroup
Millstone Evans Group, LLC905$24.8K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.825$22.6K<0.01%13F-HRTimeline
Bear Mountain Capital, Inc.823$22.2K0.01%+713F-HRTimeline
Advantage Trust Co756$20.7K0.01%new13F-HRTimeline
Global Retirement Partners, LLC755$20.7K<0.01%13F-HRTimeline
Cherry Tree Wealth Management, LLC754$20.7K<0.01%013F-HRTimeline
Asset Dedication, LLC739$20.2K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC721$19.8K<0.01%new13F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP700$19.3K<0.01%-5013F-HRTimelineGroup
Farther Finance Advisors, LLC661$18.1K<0.01%-4113F-HRTimeline
Steward Partners Investment Advisory, L…650$17.8K<0.01%+2813F-HRTimeline
SIGNATUREFD, LLC632$17.3K<0.01%-1213F-HRTimeline
Larson Financial Group LLC622$17K<0.01%+17813F-HRTimeline
Cranbrook Wealth Management, LLC591$16.2K<0.01%013F-HRTimeline
NFSG Corp550$15.1K<0.01%013F-HRTimeline
DANSKE BANK A/S500$13.7K<0.01%new13F-HRTimeline
Bare Financial Services, Inc500$13.7K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV484$13.3K<0.01%+213F-HRTimeline
Blue Trust, Inc.456$12.5K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC455$12.5K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC408$11.2K0.01%013F-HRTimeline
Robinswood Financial LLC385$10.5K<0.01%013F-HRTimeline
MCF Advisors LLC384$10.5K<0.01%013F-HRTimeline
WPG Advisers, LLC373$10.2K0.01%013F-HRTimeline
Bank & Trust Co360$9.86K0.01%013F-HRTimeline
Semmax Financial Advisors Inc.353$9.53K<0.01%013F-HRTimeline
ORG Partners LLC333$9.11K<0.01%013F-HRTimeline
Aspect Partners, LLC330$9.04K<0.01%-68813F-HRTimeline
CBIZ Investment Advisory Services, LLC293$8.1K<0.01%013F-HRTimeline
NewSquare Capital LLC295$8.08K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC293$8.03K<0.01%013F-HRTimeline
Clearstead Advisors, LLC287$7.86K<0.01%013F-HRTimeline
Pineridge Advisors LLC283$7.76K<0.01%+213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC257$7.1K<0.01%013F-HR/ATimeline
CoreCap Advisors, LLC250$6.85K<0.01%-2313F-HRTimeline
Christopher J. Hasenberg, Inc234$6.41K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.233$6.38K<0.01%013F-HRTimeline
Hillsdale Investment Management Inc.230$6.3K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC203$5.56K<0.01%013F-HRTimeline
NVWM, LLC181$4.96K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc161$4.4K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC152$4.15K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department146$4K<0.01%013F-HRTimelineGroup
WFA Asset Management Corp157$3.9K<0.01%+113F-HRTimeline
Quarry LP136$3.73K<0.01%+3813F-HRTimeline
Blume Capital Management, Inc.130$3.56K<0.01%013F-HRTimeline
GAMMA Investing LLC130$3.56K<0.01%-10913F-HRTimeline
Valued Wealth Advisors LLC128$3.54K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC110$3K<0.01%013F-HRTimelineGroup
Caldwell Trust Co106$2.9K<0.01%new13F-HRTimeline
Beacon Capital Management, Inc.100$2.74K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC75$2.06K<0.01%-4513F-HRTimeline
Cedar Mountain Advisors, LLC67$1.82K<0.01%+113F-HRTimeline
Strategic Investment Solutions, Inc. /IL61$1.67K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc56$1.53K<0.01%-2713F-HRTimeline
Brooklyn Investment Group43$1.18K<0.01%-2113F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…37$1.01K<0.01%+713F-HRTimelineGroup
Covestor Ltd36$1K<0.01%-2613F-HRTimeline
Fortitude Family Office, LLC36$986<0.01%-1013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC33$904<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust20$548<0.01%-2013F-HRTimeline
DecisionPoint Financial, LLC14$384<0.01%new13F-HRTimeline
MOTCO10$276<0.01%013F-HRTimeline
True Wealth Design, LLC7$192<0.01%-813F-HRTimeline
Essential Partners LLC5$137<0.01%13F-HRTimeline
TFC Financial Management, Inc.1$28<0.01%013F-HRTimeline
Creekmur Asset Management LLC1$16<0.01%-31413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Aventus Investment Advisors, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.