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Disclosery

IVT INVENTRUST PPTYS CORP

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REIT (common), issuer CIK 1307748

296 managers (300 13F filers) reported a position in IVT shares at 2025-12-31, 60,294,721 shares in all. 32 filers opened a position and 37 filers sold out during the quarter.

Managers
296
13F filers
300
New
32
Added
103
Reduced
97
Sold out
37
Shares held by filers
60,294,721

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Strategic Wealth Partners, Ltd.2,760$77.9K0.01%+2,08713F-HRTimeline
McIlrath & Eck, LLC2,629$74.2K0.01%-37613F-HRTimeline
Kingdom Financial Group LLC.2,609$73.6K0.02%new13F-HRTimeline
KBC Group NVin group KBC Group NV2,598$73K<0.01%013F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,528$71K<0.01%+8513F-HRTimelineGroup
AMALGAMATED BANK2,453$69K<0.01%-23113F-HRTimeline
COMERICA BANK2,347$66.2K<0.01%+4413F-HRTimeline
PRIVATE TRUST CO NA2,242$63.2K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,237$63.1K<0.01%-1,37413F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,215$62.5K<0.01%013F-HRTimelineGroup
Avalon Trust Co2,195$61.9K<0.01%+69513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,091$59K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bulwark Capital Corp2,088$58.9K0.04%013F-HRTimeline
AMERIFLEX GROUP, INC.2,030$57.3K0.03%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,720$48.5K<0.01%013F-HRTimeline
Prosperity Bancshares Inc1,668$47.1K0.04%13F-HRTimeline
DANSKE BANK A/S1,600$45.1K<0.01%+1,10013F-HRTimeline
SageView Advisory Group, LLC1,564$44.1K<0.01%new13F-HRTimeline
Versant Capital Management, Inc1,513$42.7K0.01%-63313F-HRTimeline
Quaker Wealth Management, LLC1,447$40.8K0.01%013F-HRTimeline
NewEdge Advisors, LLC1,385$39.1K<0.01%-17713F-HRTimeline
Global Retirement Partners, LLC1,376$38.8K<0.01%+62113F-HRTimeline
Parallel Advisors, LLC1,334$37.6K<0.01%013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.1,285$36.2K<0.01%-613F-HRTimeline
Heritage Wealth Advisors1,250$35.3K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,195$33.7K<0.01%+45213F-HRTimelineGroup
Plante Moran Financial Advisors, LLC1,176$33.2K<0.01%013F-HRTimeline
Winch Advisory Services, LLC1,142$32.2K0.01%+1013F-HRTimeline
Bernard Wealth Management Corp.1,058$29.8K0.01%-18913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…991$28K<0.01%-37313F-HRTimelineGroup
Millstone Evans Group, LLC905$25.5K0.02%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P902$25.4K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC898$25.3K<0.01%+2013F-HRTimeline
Arax Advisory Partners875$24.7K<0.01%-1413F-HRTimeline
Bear Mountain Capital, Inc.837$24K0.01%+713F-HRTimeline
Cherry Tree Wealth Management, LLC754$21.3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC750$21.2K<0.01%+50013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.739$20.9K<0.01%+313F-HRTimelineGroup
Asset Dedication, LLC739$20.8K<0.01%013F-HRTimeline
CX Institutional638$18K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC591$16.7K<0.01%013F-HRTimeline
Larson Financial Group LLC560$15.8K<0.01%+4913F-HRTimeline
NFSG Corp550$15.5K<0.01%-1,14613F-HRTimeline
Princeton Global Asset Management LLC539$15.2K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV488$13.8K<0.01%+213F-HRTimeline
TSFG, LLC464$13K<0.01%013F-HRTimeline
Blue Trust, Inc.456$12.9K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…454$12.8K<0.01%+31513F-HR/ATimelineGroup
MCF Advisors LLC384$10.8K<0.01%013F-HRTimeline
Robinswood Financial LLC384$10.8K<0.01%-113F-HRTimeline
WPG Advisers, LLC373$10.5K0.01%013F-HRTimeline
Bank & Trust Co360$10.2K0.01%013F-HRTimeline
ORG Partners LLC333$9.39K<0.01%013F-HRTimeline
Aspect Partners, LLC330$9.31K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA300$8.46K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC293$8.34K<0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC302$8.29K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC293$8.27K<0.01%013F-HRTimeline
WHI TRUST Co LLC292$8.24K0.01%13F-HRTimeline
Clearstead Advisors, LLC287$8.1K<0.01%013F-HRTimeline
AlphaQuest LLC236$6.66K<0.01%-14,19513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.233$6.57K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC203$6.18K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.215$6.07K<0.01%new13F-HRTimeline
GAMMA Investing LLC211$5.95K<0.01%+5613F-HRTimeline
NVWM, LLC181$5.11K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc161$4.53K<0.01%013F-HRTimeline
Bare Financial Services, Inc159$4.49K<0.01%+4313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…155$4.37K<0.01%+10613F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department146$4.12K<0.01%013F-HRTimelineGroup
IFC & Insurance Marketing, Inc.150$4K<0.01%13F-HRTimeline
Blume Capital Management, Inc.130$3.67K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC125$3.56K<0.01%-313F-HRTimeline
ROTHSCHILD INVESTMENT LLC113$3.19K<0.01%-713F-HRTimeline
Caldwell Trust Co106$2.99K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.100$2.82K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC78$2.2K<0.01%new13F-HRTimeline
Covestor Ltd72$2K<0.01%+3213F-HRTimeline
Quarry LP66$1.86K<0.01%-1113F-HRTimeline
Strategic Investment Solutions, Inc. /IL61$1.72K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC60$1.68K<0.01%+113F-HRTimeline
Bell Investment Advisors, Inc56$1.58K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…34$959<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc31$875<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…28$790<0.01%013F-HRTimeline
Essential Partners LLC26$733<0.01%+2313F-HRTimeline
DecisionPoint Financial, LLC14$395<0.01%013F-HRTimeline
Smartleaf Asset Management LLC14$395<0.01%013F-HRTimeline
True Wealth Design, LLC13$367<0.01%new13F-HRTimeline
MOTCO10$282<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5$141<0.01%new13F-HRTimeline
Dunhill Financial, LLC4$117<0.01%new13F-HRTimeline
TFC Financial Management, Inc.2$57<0.01%+113F-HRTimeline
Hughes Financial Services, LLC2$56<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC2,300$00%new13F-HRTimelineValue filed as zero, left out of ratios.
BESSEMER GROUP INCin group BESSEMER GROUP INC17$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.