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 2025-09-30, 55,927,476 shares in all. 30 filers opened a position and 28 filers sold out during the quarter.

Managers
296
13F filers
302
New
30
Added
107
Reduced
97
Sold out
28
Shares held by filers
55,927,476

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,611$103K<0.01%-5,82713F-HRTimelineGroup
MAI Capital Management3,278$93.8K<0.01%-29613F-HRTimeline
McIlrath & Eck, LLC3,005$86K0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,726$78K<0.01%+2,06513F-HRTimeline
AMALGAMATED BANK2,684$77K<0.01%013F-HRTimeline
KBC Group NVin group KBC Group NV2,598$74K<0.01%013F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,443$70K<0.01%+85713F-HRTimelineGroup
COMERICA BANK2,303$65.9K<0.01%+1213F-HRTimeline
PRIVATE TRUST CO NA2,242$64.2K0.01%-6513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,215$63.4K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc2,146$61.4K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,091$60K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bulwark Capital Corp2,088$59.8K0.05%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,720$49.2K<0.01%013F-HRTimeline
NFSG Corp1,696$48.5K0.01%+1,14613F-HRTimeline
NewEdge Advisors, LLC1,562$44.7K<0.01%013F-HRTimeline
Avalon Trust Co1,500$42.9K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC1,447$41.4K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,364$39K<0.01%-513F-HRTimelineGroup
Parallel Advisors, LLC1,334$38.2K<0.01%013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.1,291$36.9K<0.01%-7513F-HRTimeline
Heritage Wealth Advisors1,250$35.8K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.1,247$35.7K0.01%-23913F-HRTimeline
Plante Moran Financial Advisors, LLC1,176$33.7K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,151$32.9K<0.01%+18413F-HRTimelineGroup
Winch Advisory Services, LLC1,132$32.4K0.01%+913F-HRTimeline
Aster Capital Management (DIFC) Ltd1,064$30.5K0.02%-2,62913F-HRTimeline
Millstone Evans Group, LLC905$25.9K0.02%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P902$25.8K<0.01%-4813F-HRTimelineGroup
Arax Advisory Partners889$25.4K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC878$25.1K<0.01%+24613F-HRTimeline
Bear Mountain Capital, Inc.830$23.7K0.01%+713F-HRTimeline
Advantage Trust Co756$21.6K0.01%013F-HRTimeline
Global Retirement Partners, LLC755$21.6K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC754$21.6K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP743$21.5K<0.01%+4313F-HRTimelineGroup
Asset Dedication, LLC739$21.2K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.673$19.3K<0.01%-15213F-HRTimeline
Advisory Services Network, LLC633$18.1K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC591$16.9K<0.01%013F-HRTimeline
Larson Financial Group LLC511$14.6K<0.01%-11113F-HRTimeline
DANSKE BANK A/S500$14.3K<0.01%013F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV486$13.9K<0.01%+213F-HRTimeline
Blue Trust, Inc.456$13.1K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC455$13K<0.01%013F-HRTimeline
TSFG, LLC464$13K<0.01%new13F-HRTimeline
Robinswood Financial LLC385$11K<0.01%013F-HRTimeline
MCF Advisors LLC384$11K<0.01%013F-HRTimeline
WPG Advisers, LLC373$10.7K0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.362$10.4K<0.01%new13F-HRTimelineGroup
Bank & Trust Co360$10.3K0.01%013F-HRTimeline
ORG Partners LLC333$9.53K<0.01%013F-HRTimeline
Aspect Partners, LLC330$9.45K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA300$8.59K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC293$8.46K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC293$8.39K<0.01%013F-HRTimeline
Clearstead Advisors, LLC287$8.21K<0.01%013F-HRTimeline
Pineridge Advisors LLC286$8.18K<0.01%+313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC257$7.42K<0.01%013F-HRTimeline
CoreCap Advisors, LLC250$7.16K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.233$6.67K<0.01%013F-HRTimeline
Hillsdale Investment Management Inc.230$6.58K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC219$6K<0.01%new13F-HRTimelineGroup
SITTNER & NELSON, LLC203$5.81K<0.01%013F-HRTimeline
NVWM, LLC181$5.18K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc161$4.59K<0.01%013F-HRTimeline
WFA Asset Management Corp159$4.5K<0.01%+213F-HRTimeline
GAMMA Investing LLC155$4.44K<0.01%+2513F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department146$4.18K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…139$3.98K<0.01%new13F-HRTimelineGroup
Blume Capital Management, Inc.130$3.72K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC128$3.7K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC120$3.43K<0.01%+4513F-HRTimeline
Bare Financial Services, Inc116$3.32K<0.01%-38413F-HRTimeline
Caldwell Trust Co106$3.03K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC105$3K<0.01%new13F-HRTimeline
Beacon Capital Management, Inc.100$2.86K<0.01%013F-HRTimeline
Quarry LP77$2.2K<0.01%-5913F-HRTimeline
T. Rowe Price Investment Management, In…66$2K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL61$1.75K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC59$1.69K<0.01%-813F-HRTimeline
Bell Investment Advisors, Inc56$1.6K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…49$1.4K<0.01%+1213F-HRTimelineGroup
Parkside Financial Bank & Trust40$1.15K<0.01%+2013F-HRTimeline
Fortitude Family Office, LLC36$1.03K<0.01%013F-HRTimeline
Covestor Ltd40$1K<0.01%+413F-HRTimeline
AdvisorNet Financial, Inc31$887<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…28$801<0.01%-62213F-HRTimeline
Smartleaf Asset Management LLC14$402<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC14$400<0.01%013F-HRTimeline
MOTCO10$286<0.01%013F-HRTimeline
JPL Wealth Management, LLC7$201<0.01%new13F-HRTimeline
Essential Partners LLC3$86<0.01%-213F-HRTimeline
TFC Financial Management, Inc.1$29<0.01%013F-HRTimeline
Creekmur Asset Management LLC1$16<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC17$00%-9313F-HRTimelineGroupValue filed as zero, left out of ratios.