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Disclosery

IVT INVENTRUST PPTYS CORP

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REIT (common), issuer CIK 1307748

300 managers (307 13F filers) reported a position in IVT shares at 2024-12-31, 54,048,145 shares in all. 36 filers opened a position and 40 filers sold out during the quarter.

Managers
300
13F filers
307
New
36
Added
121
Reduced
83
Sold out
40
Shares held by filers
54,048,145

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
VANGUARD GROUP INCin group VANGUARD GROUP INC10,724,772$323M0.01%+22,90113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.7,658,706$231M<0.01%+669,61913F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding4,363,611$131M+245,202Timeline
STATE STREET CORPin group STATE STREET CORP2,707,816$82.2M<0.01%+228,27513F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,457,305$74M0.06%+839,54113F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,936,730$58.4M<0.01%+120,01413F-HRTimelineGroup
FMR LLCin group FMR LLC1,358,478$40.9M<0.01%+777,87613F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,278,033$38.5M0.01%+98,36613F-HRTimelineGroup
Nuveen Asset Management, LLCin group TIAA1,193,690$36M0.01%+315,38013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,014,739$30.6M<0.01%+275,73713F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP908,307$27.4M0.01%+77,29913F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management889,384$26.8M0.06%-274,28913F-HRTimelineGroup
CENTERSQUARE INVESTMENT MANAGEMENT LLC880,633$26.5M0.28%-367,77813F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP875,816$26M0.02%-36,24513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO681,622$20.5M<0.01%+128,84813F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding561,540$16.9M-7,509Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC541,957$16.3M0.02%+496,74413F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …531,334$16M0.01%-119,52113F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC528,319$15.9M0.06%+6,34013F-HRTimeline
Qube Research & Technologies Ltd468,754$14.1M0.02%-9,30313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC462,413$13.9M<0.01%+58,55713F-HRTimelineGroup
Adelante Capital Management LLC424,769$12.8M0.84%-56,66813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC418,789$12.6M<0.01%+119,90513F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc407,621$12.3M<0.01%+12,92113F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC379,970$11.4M0.02%-250,90813F-HRTimelineGroup
Zimmer Partners, LP350,000$10.5M0.18%-150,00013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY340,076$10.2M<0.01%-136,34313F-HR/ATimelineGroup
Verition Fund Management LLC334,817$10.1M0.05%-187,80513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC331,200$9.98M0.01%+114,90013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp322,487$9.72M<0.01%+50,17813F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE270,995$8.17M0.01%-29,51513F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC266,031$8.06M0.34%-25,94813F-HRTimeline
MAKENA CAPITAL MANAGEMENT LLC265,212$7.99M1.3%-70,41613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.245,541$7.4M<0.01%+2,34813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…237,311$7.15M0.01%+167,52713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC235,943$7.11M<0.01%13F-HR/ATimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC235,376$7.09M0.03%+90,36213F-HRTimeline
Schonfeld Strategic Advisors LLC229,560$6.92M0.04%+218,66013F-HRTimeline
UBS Group AGgroup of 2 filers holding212,311$6.4M-303,573Timeline
GSI Capital Advisors LLC177,366$5.34M2.83%+59,05813F-HRTimeline
LPL Financial LLC157,959$4.76M<0.01%+9,36013F-HRTimeline
Asset Management One Co., Ltd.158,004$4.69M0.02%+2,94613F-HRTimeline
Swiss National Bank151,700$4.57M<0.01%+2,90013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding143,852$4.33M+89,747Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC139,651$4.21M<0.01%-21,77313F-HRTimelineGroup
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…137,368$4.14M0.04%-50613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC135,879$4.09M<0.01%+26,85213F-HR/ATimelineGroup
RHUMBLINE ADVISERS135,797$4.09M<0.01%+13,72213F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC132,337$3.99M0.01%-32,87113F-HRTimeline
NORGES BANK125,300$3.78M<0.01%+22,00013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.124,088$3.74M<0.01%-14,50013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/111,781$3.37M<0.01%+18,50513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.107,394$3.24M0.01%-9,81213F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC106,757$3.22M<0.01%+43,46613F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS102,964$3.1M0.01%+52,98313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC102,096$3.07M<0.01%+13,57013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD101,580$3.06M0.01%+7,02013F-HRTimelineGroup
Ghisallo Capital Management LLC100,000$3.01M0.18%-400,00013F-HRTimeline
ALLIANCEBERNSTEIN L.P.92,393$2.78M<0.01%+11,63113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\91,745$2.76M<0.01%+22,99913F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding90,246$2.72M+59,598Timeline
Vision Capital Corp89,543$2.7M1.03%new13F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …84,921$2.56M<0.01%+3,45113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA84,628$2.55M<0.01%-5,70613F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P83,961$2.53M0.06%-26,89713F-HRTimeline
Cambridge Investment Research Advisors,…81,415$2.45M0.01%-7,94913F-HRTimeline
Connor, Clark & Lunn Investment Managem…80,996$2.44M0.01%+73,33713F-HRTimeline
ALGERT GLOBAL LLC72,498$2.18M0.05%+6,87713F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN72,359$2.18M<0.01%+14,17813F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…72,142$2.17M<0.01%+7,90813F-HR/ATimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…67,978$2.05M0.01%-92013F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD62,675$1.89M<0.01%+24,92913F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC51,958$1.57M0.13%-48,54513F-HRTimeline
Cetera Investment Advisers51,409$1.55M<0.01%-5,01913F-HRTimeline
Jackson Creek Investment Advisors LLC50,719$1.53M0.46%-1,56813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…50,529$1.52M<0.01%-9,30813F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…49,041$1.48M0.01%+7,12213F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…48,872$1.47M<0.01%+19,96713F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…48,598$1.46M0.01%+22813F-HRTimeline
HighTower Advisors, LLC47,551$1.43M<0.01%-4,00413F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/47,392$1.43M<0.01%+8,71213F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.47,329$1.43M0.06%+3,78313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding46,259$1.39M+6,197Timeline
Prime Capital Investment Advisors, LLC42,737$1.29M0.02%-1,36513F-HRTimeline
AlphaQuest LLC42,187$1.27M0.17%+8,38613F-HRTimeline
Arete Wealth Advisors, LLC41,730$1.25M0.09%-3,06613F-HRTimeline
Greenland Capital Management LP41,607$1.25M0.25%+11,60713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP41,197$1.24M<0.01%-27,04213F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co41,196$1.24M<0.01%+7,09913F-HRTimelineGroup
HighPoint Advisor Group LLC40,810$1.23M0.07%-1,73113F-HRTimeline
Amundiin group Amundi41,187$1.21M<0.01%+4,72113F-HRTimelineGroup
Sterling Capital Management LLC39,485$1.19M0.02%+1,89713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO39,144$1.18M<0.01%+4,71713F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …38,572$1.16M<0.01%+3,58313F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.38,539$1.16M0.01%+2,10113F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC38,538$1.16M<0.01%+11,60413F-HRTimelineGroup
THIRD AVENUE MANAGEMENT LLC38,000$1.14M0.22%-145,17613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding37,590$1.13MnewTimeline
State of Alaska, Department of Revenue37,112$1.12M0.01%+4,80413F-HRTimeline
Creative Planningin group Creative Planning36,390$1.1M<0.01%-1,78513F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson33,872$1.02M<0.01%013F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC33,886$1.02M0.01%+13,29613F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC31,626$953K<0.01%+17,87013F-HRTimelineGroup
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…30,863$917K0.01%+1,29013F-HRTimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)28,500$859K0.01%new13F-HRTimelineGroup
New Age Alpha Advisors, LLC28,138$848K0.03%new13F-HR/ATimeline
FOX RUN MANAGEMENT, L.L.C.27,363$824K0.15%+5,71313F-HRTimeline
CALTON & ASSOCIATES, INC.27,302$823K0.36%new13F-HRTimeline
BAILARD, INC.27,113$817K0.02%new13F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc27,339$811K<0.01%+13,35213F-HRTimelineGroup
Koshinski Asset Management, Inc.26,718$805K0.07%-2,09913F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.25,463$767K<0.01%+9813F-HRTimelineGroup
Handelsbanken Fonder AB25,200$759K<0.01%+3,00013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…25,025$754K<0.01%+13,05613F-HRTimeline
Cresset Asset Management, LLC24,962$754K<0.01%+8,30613F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…24,268$731K<0.01%+2,82713F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC22,991$693K<0.01%+1,04013F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM22,384$674K<0.01%+2,84013F-HRTimeline
Bleakley Financial Group, LLC22,246$670K0.02%new13F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP21,975$662K0.02%new13F-HRTimelineGroup
ProShare Advisors LLC21,831$658K<0.01%+8,95413F-HRTimeline
Waverly Advisors, LLC21,304$642K0.01%-54913F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC20,800$627K<0.01%-1,62313F-HR/ATimelineGroup
Vanderbilt University20,438$616K0.12%-5,72713F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND20,174$608K<0.01%013F-HR/ATimeline
UniSuper Management Pty Ltd19,400$585K<0.01%013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…19,420$578K<0.01%-3,16013F-HRTimeline
Cambria Investment Management, L.P.19,041$574K0.03%+3,61013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP18,953$571K0.08%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC18,590$564K<0.01%+4613F-HRTimeline
Shira Ridge Wealth Management18,569$559K0.27%-7,04513F-HRTimeline
Mariner, LLCin group Mariner, LLC18,127$546K<0.01%-1,32313F-HRTimelineGroup
Significant Wealth Partners LLC18,107$546K0.28%new13F-HRTimeline
IFM Investors Pty Ltd17,845$538K0.01%+2,04013F-HRTimeline
Entropy Technologies, LP17,796$536K0.06%new13F-HRTimeline
Geneos Wealth Management Inc.17,416$525K0.02%+1,91013F-HRTimeline
Prospera Financial Services Inc17,056$514K0.01%-17813F-HRTimeline
Police & Firemen's Retirement System of…16,551$499K<0.01%13F-HRTimeline
Harvest Investment Services, LLC16,501$497K0.12%-2,33413F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…16,365$493K0.01%+4,49913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,004$482K<0.01%-6,51213F-HR/ATimeline
BOOTHBAY FUND MANAGEMENT, LLC15,916$480K0.01%-86,80613F-HRTimeline
KLP KAPITALFORVALTNING AS15,600$473K<0.01%13F-HRTimeline
Certified Advisory Corp15,694$473K0.05%-1,26413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,382$463K0.02%-88913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,769$445K0.01%+1,65413F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP14,711$443K<0.01%+3,00013F-HRTimelineGroup
STRS OHIO14,600$440K<0.01%+1,90013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC14,299$430K<0.01%-21813F-HRTimelineGroup
Beacon Pointe Advisors, LLC14,004$422K<0.01%-11,25513F-HRTimeline
Private Advisor Group, LLC13,496$407K<0.01%-85713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,396$404K0.01%-32713F-HRTimelineGroup
DekaBank Deutsche Girozentrale16,310$394K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.12,522$377K0.01%-14013F-HRTimeline
Intrua Financial, LLC12,464$376K0.06%+99113F-HRTimeline
Verdence Capital Advisors LLC11,558$348K0.03%013F-HRTimeline
Johnson Financial Group, LLC11,533$347K0.04%-45113F-HRTimeline
Perigon Wealth Management, LLC11,810$346K0.01%+3613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,216$338K0.01%-29513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS11,188$337K<0.01%-1,47213F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN11,344$337K<0.01%+1,84913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,136$336K<0.01%+4,17613F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…11,066$333K<0.01%013F-HRTimeline
State of Wyoming10,846$327K0.04%+7,06113F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC10,792$325K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…11,070$318K0.02%-46513F-HRTimeline
Focus Financial Network, Inc.10,382$313K0.01%-1,66413F-HRTimeline
Dakota Wealth Management10,316$311K0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.9,982$301K0.17%+4613F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC9,946$300K0.1%new13F-HRTimeline
EntryPoint Capital, LLC9,823$296K0.12%+68213F-HRTimeline
Executive Wealth Management, LLC9,703$292K0.02%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC9,551$288K0.01%-6,90513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.9,513$287K<0.01%+13013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC9,497$286K<0.01%+92013F-HRTimeline
Engineers Gate Manager LP9,325$281K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…9,275$279K0.19%-19013F-HRTimeline
CWM, LLCin group CWM, LLC9,114$275K<0.01%+9213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,957$270K<0.01%new13F-HRTimelineGroup
SkyOak Wealth, LLC8,885$268K0.06%013F-HRTimeline
Safe Harbor Fiduciary, LLC10,574$263K0.27%013F-HRTimeline
Allworth Financial LP8,992$258K<0.01%+38313F-HRTimeline
IFP Advisors, Inc8,519$257K0.01%-35013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,442$251K0.02%-253,21513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,340$251K<0.01%+313F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management8,324$251K<0.01%-11813F-HRTimelineGroup
Gallacher Capital Management LLC8,247$248K0.12%-3,14113F-HRTimeline
Madden Advisory Services, Inc.8,173$246K0.11%013F-HRTimeline
MML INVESTORS SERVICES, LLC8,157$246K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…8,109$244K0.01%+1,34913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,951$240K<0.01%new13F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…7,851$237K0.03%new13F-HRTimelineGroup
Nebula Research & Development LLC7,665$231K0.03%-21,64613F-HRTimeline
Longboard Asset Management, LP7,572$228K0.6%13F-HRTimeline
Sigma Planning Corp7,571$228K0.01%-1,39813F-HRTimeline
Polymer Capital Management (US) LLC7,553$228K0.07%13F-HRTimeline
Sequoia Financial Advisors, LLC7,531$227K<0.01%new13F-HR/ATimeline
PharVision Advisers, LLC7,505$226K0.19%13F-HRTimeline
Investmark Advisory Group LLC7,478$225K0.11%-48813F-HRTimeline
Dynamic Financial Group7,476$225K0.23%13F-HRTimeline