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Disclosery

IVT INVENTRUST PPTYS CORP

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REIT (common), issuer CIK 1307748

296 managers (302 13F filers) reported a position in IVT shares at 2025-03-31, 55,072,177 shares in all. 36 filers opened a position and 39 filers sold out during the quarter.

Managers
296
13F filers
302
New
36
Added
99
Reduced
103
Sold out
39
Shares held by filers
55,072,177

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
VANGUARD GROUP INCin group VANGUARD GROUP INC10,906,195$320M0.01%+181,42313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.7,942,235$233M<0.01%+283,52913F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding4,463,054$131M+99,443Timeline
STATE STREET CORPin group STATE STREET CORP2,812,502$83.3M<0.01%+104,68613F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,624,186$77.1M0.07%+166,88113F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,989,251$58.4M<0.01%+52,52113F-HRTimelineGroup
FMR LLCin group FMR LLC1,563,113$45.9M<0.01%+204,63513F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,314,430$38.6M0.01%+36,39713F-HR/ATimelineGroup
Nuveen, LLCin group TIAA1,042,550$30.6M0.01%13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,012,067$29.7M<0.01%-2,67213F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP943,696$27.7M0.01%+35,38913F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP896,259$26M0.03%+20,44313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC879,965$25.8M0.02%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC792,125$23.3M0.02%+250,16813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC695,263$20.4M<0.01%+276,47413F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding684,273$20.1M+471,962Timeline
Schonfeld Strategic Advisors LLC661,897$19.4M0.13%+432,33713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO612,074$18M<0.01%-69,54813F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC599,755$17.6M0.07%+71,43613F-HRTimeline
Qube Research & Technologies Ltd544,314$16M0.02%+75,56013F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding477,679$14M-83,861Timeline
Balyasny Asset Management L.P.in group Balyasny Asset Management458,639$13.5M0.03%-430,74513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC454,065$13.3M<0.01%-8,34813F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc413,855$12.2M<0.01%+6,23413F-HRTimelineGroup
Vision Capital Corp350,000$10.3M4.89%+260,45713F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …334,682$9.83M0.01%-196,65213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…330,389$9.7M0.02%+93,07813F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp329,608$9.68M<0.01%+7,12113F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC323,600$9.5M0.01%-7,60013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY253,905$7.46M<0.01%-86,17113F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC248,664$7.36M0.32%-17,36713F-HRTimeline
Adelante Capital Management LLC362,173$7.17M0.54%-62,59613F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC241,120$7.08M0.01%-138,85013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.239,344$7.03M<0.01%-6,19713F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC221,540$6.51M0.02%-13,83613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC219,519$6.45M<0.01%-16,42413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding187,735$5.51M+43,883Timeline
VIRGINIA RETIREMENT SYSTEMS ET Al179,500$5.27M0.04%13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT173,872$5.11M0.18%new13F-HRTimeline
Asset Management One Co., Ltd.163,532$4.8M0.02%+5,52813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC159,388$4.68M<0.01%+52,63113F-HRTimelineGroup
LPL Financial LLC156,983$4.61M<0.01%-97613F-HRTimeline
Swiss National Bank149,500$4.39M<0.01%-2,20013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC143,392$4.21M<0.01%+3,74113F-HRTimelineGroup
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…134,939$3.96M0.04%-2,42913F-HRTimeline
RHUMBLINE ADVISERS131,855$3.87M<0.01%-3,94213F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC130,349$3.83M0.01%-1,98813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC123,389$3.61M<0.01%+21,29313F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP120,795$3.55M0.16%+101,84213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.113,210$3.32M<0.01%-10,87813F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD105,380$3.1M0.01%+3,80013F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P103,766$3.05M0.08%+19,80513F-HRTimeline
Connor, Clark & Lunn Investment Managem…97,823$2.87M0.01%+16,82713F-HRTimeline
PANAGORA ASSET MANAGEMENT INC97,710$2.87M0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC97,056$2.85M<0.01%-38,82313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN96,550$2.84M<0.01%+24,19113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.96,020$2.82M<0.01%+3,62713F-HRTimeline
Employees Retirement System of Texas94,497$2.77M0.03%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\90,643$2.66M<0.01%-1,10213F-HRTimelineGroup
GSI Capital Advisors LLC86,467$2.54M1.33%-90,89913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/86,106$2.53M<0.01%-25,67513F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …84,081$2.47M<0.01%-84013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.83,598$2.46M0.01%-23,79613F-HRTimelineGroup
Greenland Capital Management LP81,408$2.39M0.41%+39,80113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA77,419$2.27M<0.01%-7,20913F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…76,468$2.25M0.01%-4,94713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…72,086$2.12M<0.01%+21,55713F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…70,693$2.08M<0.01%-1,44913F-HRTimeline
ALGERT GLOBAL LLC66,678$1.96M0.05%-5,82013F-HR/ATimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…65,377$1.92M0.01%-2,60113F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.65,332$1.92M0.09%+18,00313F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS65,201$1.91M0.01%-37,76313F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC63,868$1.88M0.03%new13F-HR/ATimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/54,284$1.59M<0.01%+6,89213F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…52,551$1.54M<0.01%+3,67913F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD51,888$1.52M<0.01%-10,78713F-HR/ATimelineGroup
Verition Fund Management LLC51,426$1.51M0.01%-283,39113F-HRTimeline
Jackson Creek Investment Advisors LLC50,686$1.49M0.47%-3313F-HRTimeline
Cetera Investment Advisers49,461$1.45M<0.01%-1,94813F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC48,631$1.43M0.01%+14,74513F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…48,272$1.42M0.01%-76913F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding48,204$1.42M+1,945Timeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC46,926$1.38M<0.01%+8,38813F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE44,963$1.32M<0.01%-226,03213F-HRTimelineGroup
HighTower Advisors, LLC44,548$1.31M<0.01%-3,00313F-HRTimeline
Prime Capital Investment Advisors, LLC43,967$1.29M0.02%+1,23013F-HRTimeline
Arete Wealth Advisors, LLC43,853$1.29M0.1%+2,12313F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co43,282$1.28M<0.01%+2,08613F-HRTimelineGroup
Amundiin group Amundi45,205$1.27M<0.01%+4,01813F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…42,362$1.24M<0.01%-6,23613F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …42,171$1.24M<0.01%+3,59913F-HRTimelineGroup
Geneos Wealth Management Inc.39,247$1.16M0.02%+21,83113F-HRTimeline
HighPoint Advisor Group LLC40,481$1.13M0.07%-32913F-HRTimeline
Sterling Capital Management LLC38,107$1.12M0.02%-1,37813F-HRTimeline
THIRD AVENUE MANAGEMENT LLC38,000$1.12M0.22%013F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.37,976$1.12M0.01%-56313F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP37,814$1.11M<0.01%-3,38313F-HRTimelineGroup
State of Alaska, Department of Revenue37,587$1.1M0.01%+47513F-HRTimeline
Creative Planningin group Creative Planning36,416$1.07M<0.01%+2613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding35,678$1.05M-1,912Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,786$1.02M<0.01%new13F-HR/ATimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson33,872$990K<0.01%013F-HRTimelineGroup
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…33,625$983K0.01%+2,76213F-HRTimelineGroup
CALTON & ASSOCIATES, INC.29,873$877K0.2%+2,57113F-HR/ATimeline
Aberdeen Group plcin group Aberdeen Group plc28,710$843K<0.01%+1,37113F-HRTimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)28,500$837K0.01%013F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments27,694$813K0.06%new13F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …27,283$801K<0.01%new13F-HRTimelineGroup
Koshinski Asset Management, Inc.27,031$794K0.07%+31313F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.26,602$781K<0.01%+1,13913F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd25,467$748K0.05%new13F-HRTimeline
Handelsbanken Fonder AB25,200$740K<0.01%013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…25,025$735K<0.01%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO24,471$719K<0.01%-14,67313F-HR/ATimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC24,399$717K<0.01%+1,40813F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND23,974$704K<0.01%+3,80013F-HR/ATimeline
Quantbot Technologies LP23,400$687K0.02%new13F-HRTimeline
Vanderbilt University23,220$682K0.13%+2,78213F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM22,125$650K<0.01%-25913F-HRTimeline
UniSuper Management Pty Ltd22,000$646K<0.01%+2,60013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP21,975$645K0.02%013F-HRTimelineGroup
Dynamic Technology Lab Private Ltd21,524$632K0.09%new13F-HRTimeline
Significant Wealth Partners LLC21,487$631K0.32%+3,38013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.21,264$625K0.1%-6,09913F-HRTimeline
Elo Mutual Pension Insurance Co21,230$624K0.01%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC19,792$581K<0.01%-1,00813F-HR/ATimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…19,420$570K<0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.19,285$566K0.02%+12,52413F-HRTimeline
Mariner, LLCin group Mariner, LLC19,135$562K<0.01%+1,00813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding18,089$531K-72,157Timeline
CIBC WORLD MARKETS CORP17,200$505K<0.01%+9,94613F-HRTimeline
Harvest Investment Services, LLC17,123$503K0.14%+62213F-HRTimeline
NISA INVESTMENT ADVISORS, LLC16,966$503K<0.01%-1,62413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,044$501K<0.01%+1,04013F-HRTimeline
Prospera Financial Services Inc17,005$499K0.01%-5113F-HRTimeline
ProShare Advisors LLC16,782$493K<0.01%-5,04913F-HRTimeline
Police & Firemen's Retirement System of…16,551$486K<0.01%013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…16,417$482K<0.01%-7,85113F-HRTimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…16,365$481K<0.01%013F-HRTimelineGroup
KLP KAPITALFORVALTNING AS15,600$461K<0.01%013F-HRTimeline
Waverly Advisors, LLC15,682$461K0.01%-5,62213F-HRTimeline
IFM Investors Pty Ltd15,565$457K<0.01%-2,28013F-HR/ATimeline
Polymer Capital Management (US) LLC15,487$455K0.14%+7,93413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,382$452K0.02%013F-HRTimeline
Certified Advisory Corp15,347$451K0.05%-34713F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP15,323$450K<0.01%+61213F-HRTimelineGroup
State of Wyoming15,003$441K0.06%+4,15713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC14,844$436K<0.01%+54513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.14,768$434K<0.01%+5,25513F-HRTimeline
STRS OHIO14,600$429K<0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,554$427K0.01%-21513F-HRTimelineGroup
AlphaQuest LLC14,176$416K0.05%-28,01113F-HRTimeline
DekaBank Deutsche Girozentrale16,310$414K<0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC14,025$412K<0.01%+2113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,812$406K0.01%+41613F-HRTimelineGroup
Private Advisor Group, LLC12,788$376K<0.01%-70813F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC12,530$368K0.01%+12,21213F-HRTimelineGroup
Intrua Financial, LLC11,897$349K0.05%-56713F-HRTimeline
Smallwood Wealth Investment Management,…11,720$344K0.22%+2,44513F-HRTimeline
Perigon Wealth Management, LLC11,621$341K0.01%-18913F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN11,621$341K<0.01%+27713F-HRTimeline
Verdence Capital Advisors LLC11,558$339K0.03%013F-HRTimeline
Johnson Financial Group, LLC11,533$339K0.04%013F-HRTimeline
EntryPoint Capital, LLC11,328$333K0.15%+1,50513F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…11,066$325K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.10,923$321K0.01%-1,59913F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC10,787$317K<0.01%-513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,530$309K<0.01%+5,96413F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,282$302K<0.01%+2,33113F-HRTimelineGroup
Merit Financial Group, LLC10,079$296K<0.01%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.10,029$295K0.17%+4713F-HRTimeline
Northwest & Ethical Investments L.P.9,942$292K0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,658$284K<0.01%-1,53013F-HRTimeline
Allworth Financial LP10,098$279K<0.01%+1,10613F-HRTimeline
Cresset Asset Management, LLC9,400$278K<0.01%-15,56213F-HRTimeline
Focus Financial Network, Inc.9,431$277K0.01%-95113F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC9,293$273K<0.01%-20413F-HRTimeline
Safe Harbor Fiduciary, LLC10,574$263K0.27%013F-HRTimeline
SkyOak Wealth, LLC8,885$261K0.06%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,846$260K<0.01%+50613F-HRTimelineGroup
CWM, LLCin group CWM, LLC8,712$256K<0.01%-40213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,591$252K0.01%-2,62513F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,505$250K<0.01%-45213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,391$246K<0.01%+23413F-HRTimeline
Gallacher Capital Management LLC8,247$242K0.12%013F-HRTimeline
Madden Advisory Services, Inc.8,173$240K0.11%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,141$239K<0.01%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…8,109$238K0.01%013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management7,849$231K<0.01%-47513F-HRTimelineGroup
Dakota Wealth Management7,726$227K0.01%-2,59013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD7,723$227K<0.01%+52513F-HRTimeline
Longboard Asset Management, LP7,572$222K0.65%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,567$222K0.02%-87513F-HRTimeline
Sigma Planning Corp7,390$217K0.01%-18113F-HRTimeline
Investmark Advisory Group LLC7,354$216K0.11%-12413F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC7,353$216K0.04%new13F-HRTimeline
Arkadios Wealth Advisors7,338$216K0.01%new13F-HRTimeline
SG Americas Securities, LLC7,191$211K<0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC7,020$206K<0.01%-51113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,016$206K<0.01%+26113F-HRTimelineGroup