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Disclosery

IVT INVENTRUST PPTYS CORP

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REIT (common), issuer CIK 1307748

312 managers (322 13F filers) reported a position in IVT shares at 2026-03-31, 60,835,536 shares in all. 48 filers opened a position and 27 filers sold out during the quarter.

Managers
312
13F filers
322
New
48
Added
105
Reduced
90
Sold out
27
Shares held by filers
60,835,536

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
AFFINITY WEALTH MANAGEMENT LLC6,658$203K0.03%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,658$203K<0.01%+4913F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,522$199K0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,368$194K0.01%+4,13113F-HRTimelineGroup
Smallwood Wealth Investment Management,…6,064$185K0.1%013F-HRTimeline
IFP Advisors, Inc6,051$184K<0.01%+1,43313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,533$169K<0.01%+26513F-HRTimelineGroup
State of Wyoming4,486$137K0.02%-2,75613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC4,271$132K<0.01%-3,53113F-HRTimeline
PETERSON WEALTH MANAGEMENT4,235$129K0.07%new13F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.4,040$123K<0.01%new13F-HR/ATimelineGroup
Lloyd Advisory Services, LLC.3,382$103K0.03%+3,16713F-HRTimeline
Kingdom Financial Group LLC.3,382$103K0.03%+77313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,181$96.9K<0.01%-70813F-HRTimelineGroup
Sound Income Strategies, LLC3,160$96.2K<0.01%+3613F-HRTimeline
MAI Capital Management3,086$94K<0.01%-19613F-HRTimeline
FIL Ltdin group FIL Ltd3,011$91.7K<0.01%-26113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,881$87.8K<0.01%+2,72613F-HRTimelineGroup
Strategic Wealth Partners, Ltd.2,760$84.1K0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,646$80.6K<0.01%+11813F-HRTimelineGroup
McIlrath & Eck, LLC2,629$80.1K0.01%013F-HRTimeline
KBC Group NVin group KBC Group NV2,598$79K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,551$77.7K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,447$74.5K<0.01%+1,25213F-HRTimelineGroup
PRIVATE TRUST CO NA2,242$68.3K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,215$67.5K<0.01%013F-HRTimelineGroup
Avalon Trust Co2,195$66.9K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.2,122$64.6K0.03%+9213F-HRTimeline
Bulwark Capital Corp2,088$63.6K0.04%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,049$62K<0.01%-4213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LASALLE INVESTMENT MANAGEMENT SECURITIE…1,843$56.1K<0.01%-2,06513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,720$52.4K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,717$52.3K<0.01%+33213F-HR/ATimeline
Prosperity Bancshares Inc1,668$50.8K0.04%013F-HRTimeline
Versant Capital Management, Inc1,513$46.1K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC1,447$44.1K0.01%013F-HRTimeline
Parallel Advisors, LLC1,334$40.6K<0.01%013F-HR/ATimeline
Heritage Wealth Advisors1,250$38.1K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,176$35.8K<0.01%013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.1,174$35.8K<0.01%-11113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,159$35.3K<0.01%+16813F-HR/ATimelineGroup
Winch Advisory Services, LLC1,152$35.1K0.01%+1013F-HRTimeline
Bernard Wealth Management Corp.1,067$32.5K0.01%+913F-HRTimeline
Cassaday & Co Wealth Management LLC946$28.8K<0.01%new13F-HRTimeline
Advisory Services Network, LLC920$28K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC905$27.6K0.02%013F-HRTimeline
Bear Mountain Capital, Inc.844$27.6K0.01%+713F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P902$27.5K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC898$27.4K<0.01%013F-HRTimeline
CX Institutional881$27K<0.01%+24313F-HRTimeline
Cherry Tree Wealth Management, LLC754$23K<0.01%013F-HRTimeline
CoreCap Advisors, LLC750$22.8K<0.01%013F-HRTimeline
Asset Dedication, LLC739$22.5K<0.01%013F-HRTimeline
Kemnay Advisory Services Inc.639$19.5K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC591$18K<0.01%013F-HRTimeline
Larson Financial Group LLC578$17.6K<0.01%+1813F-HRTimeline
NFSG Corp550$16.8K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC539$16.4K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC512$15.6K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…508$15.5K<0.01%+5413F-HRTimelineGroup
BALLAST ADVISORS LLC500$15.2K<0.01%new13F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV490$14.9K<0.01%+213F-HRTimeline
TSFG, LLC464$14K<0.01%013F-HRTimeline
MCF Advisors LLC389$11.9K<0.01%+513F-HRTimeline
Robinswood Financial LLC384$11.7K<0.01%013F-HR/ATimeline
WPG Advisers, LLC373$11.4K0.01%013F-HRTimeline
Bank & Trust Co360$11K0.01%013F-HRTimeline
GAMMA Investing LLC352$10.7K<0.01%+14113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…333$10.1K<0.01%new13F-HRTimelineGroup
Aspect Partners, LLC330$10.1K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA300$9.14K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC293$9K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC293$8.93K<0.01%013F-HRTimeline
WHI TRUST Co LLC292$8.89K0.01%013F-HRTimeline
Clearstead Advisors, LLC287$8.74K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC257$7.89K<0.01%new13F-HR/ATimeline
RMG Wealth Management LLC238$7.45K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.233$7.1K<0.01%013F-HRTimeline
Blue Trust, Inc.226$6.88K<0.01%-23013F-HRTimeline
SITTNER & NELSON, LLC203$6.18K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.200$6.09K<0.01%new13F-HR/ATimelineGroup
NVWM, LLC181$5.51K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc161$4.89K<0.01%013F-HRTimeline
Bare Financial Services, Inc159$4.84K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…152$4.63K<0.01%+11813F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department146$4.45K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC137$4.17K<0.01%+2413F-HRTimeline
Blume Capital Management, Inc.130$3.96K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC125$3.84K<0.01%013F-HRTimeline
Caldwell Trust Co106$3.23K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.100$3.05K<0.01%013F-HR/ATimeline
JPL Wealth Management, LLC75$2.29K<0.01%new13F-HR/ATimeline
Root Financial Partners, LLC64$1.95K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL61$1.86K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc56$1.71K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.51$1.55K<0.01%new13F-HRTimeline
Covestor Ltd36$1K<0.01%-3613F-HRTimeline
Steward Partners Investment Advisory, L…28$853<0.01%013F-HRTimeline
Essential Partners LLC26$792<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.21$640<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC14$430<0.01%013F-HRTimeline
DecisionPoint Financial, LLC14$427<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB14$426<0.01%new13F-HRTimeline
MOTCO10$305<0.01%013F-HRTimeline
Caitong International Asset Management …10$305<0.01%new13F-HRTimeline
Stone House Investment Management, LLC9$274<0.01%new13F-HRTimeline
True Wealth Design, LLC7$214<0.01%-613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5$152<0.01%013F-HRTimeline
Dunhill Financial, LLC4$126<0.01%013F-HRTimeline
Silicon Valley Capital Partners3$91<0.01%new13F-HRTimeline
Hughes Financial Services, LLC3$91<0.01%+113F-HRTimeline
TFC Financial Management, Inc.2$61<0.01%013F-HRTimeline