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Disclosery

IVT INVENTRUST PPTYS CORP

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REIT (common), issuer CIK 1307748

300 managers (306 13F filers) reported a position in IVT shares at 2025-06-30, 56,042,040 shares in all. 31 filers opened a position and 32 filers sold out during the quarter.

Managers
300
13F filers
306
New
31
Added
94
Reduced
108
Sold out
32
Shares held by filers
56,042,040

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
VANGUARD GROUP INCin group VANGUARD GROUP INC11,381,602$312M0.01%+475,40713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.7,701,986$211M<0.01%-240,24913F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding4,672,873$128M+209,819Timeline
STATE STREET CORPin group STATE STREET CORP2,812,179$77.7M<0.01%-32313F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,365,806$64.8M0.06%-258,38013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,991,420$54.6M<0.01%+2,16913F-HRTimelineGroup
FMR LLCin group FMR LLC1,894,008$51.9M<0.01%+330,89513F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,407,749$38.6M0.01%+93,31913F-HRTimelineGroup
Vision Capital Corp989,472$27.1M12.12%+639,47213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP987,860$27.1M<0.01%-24,20713F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management968,157$26.5M0.06%+509,51813F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP958,974$26.3M0.01%+15,27813F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC870,851$23.9M0.02%-9,11413F-HR/ATimelineGroup
Nuveen, LLCin group TIAA853,766$23.4M0.01%-188,78413F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP807,357$22.1M0.02%-88,90213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC751,350$20.6M0.02%-40,77513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC722,464$19.8M<0.01%+27,20113F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC620,342$17M0.07%+20,58713F-HRTimeline
Qube Research & Technologies Ltd612,873$16.8M0.02%+68,55913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO559,597$15.3M<0.01%-52,47713F-HRTimelineGroup
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.508,394$13.9M0.05%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC462,155$12.7M<0.01%+8,09013F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding451,417$12.4M-26,262Timeline
Aberdeen Group plcin group Aberdeen Group plc437,441$12M0.02%+408,73113F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc427,076$11.7M<0.01%+13,22113F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC364,900$10M0.01%+41,30013F-HRTimeline
Adelante Capital Management LLC364,286$9.98M0.73%+2,11313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp343,373$9.41M<0.01%+13,76513F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …318,240$8.72M0.01%-16,44213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY257,857$7.07M<0.01%+3,95213F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC251,913$6.96M0.25%+3,24913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…247,625$6.79M0.01%-82,76413F-HR/ATimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC219,050$6M0.01%-22,07013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding205,902$5.64M-478,371Timeline
Invesco Ltd.in group Invesco Ltd.203,347$5.57M<0.01%-35,99713F-HRTimelineGroup
VIRGINIA RETIREMENT SYSTEMS ET Al177,800$4.87M0.03%-1,70013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT172,345$4.72M0.07%-1,52713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC170,871$4.68M<0.01%-48,64813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding170,656$4.68M-17,079Timeline
Asset Management One Co., Ltd.170,322$4.67M0.01%+6,79013F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC168,094$4.61M0.02%-53,44613F-HRTimeline
SummitTX Capital, L.P.150,500$4.12M0.18%new13F-HRTimeline
LPL Financial LLC150,178$4.11M<0.01%-6,80513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC148,805$4.08M<0.01%+51,74913F-HR/ATimelineGroup
Swiss National Bank147,900$4.05M<0.01%-1,60013F-HRTimeline
RHUMBLINE ADVISERS146,230$4.01M<0.01%+14,37513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.142,662$3.91M<0.01%+29,45213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC142,188$3.9M<0.01%-1,20413F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP135,107$3.7M<0.01%new13F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P132,916$3.64M0.09%+29,15013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/129,348$3.54M<0.01%+43,24213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC123,872$3.39M<0.01%-6,47713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC114,986$3.15M0.01%+80,20013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD108,980$2.99M0.01%+3,60013F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…105,429$2.89M0.01%+7,60613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN102,302$2.8M<0.01%+5,75213F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC97,710$2.68M0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC95,161$2.61M<0.01%-64,22713F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.94,088$2.58M<0.01%-1,93213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC88,931$2.43M<0.01%-34,45813F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …87,263$2.39M<0.01%+3,18213F-HRTimelineGroup
GSI Capital Advisors LLC86,707$2.38M1.27%+24013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.83,829$2.3M<0.01%+23113F-HR/ATimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\81,130$2.22M<0.01%-9,51313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA77,591$2.13M<0.01%+17213F-HR/ATimelineGroup
HARBOR CAPITAL ADVISORS, INC.72,349$1.98M0.08%+7,01713F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…71,333$1.95M<0.01%+64013F-HRTimeline
Cambridge Investment Research Advisors,…70,651$1.94M0.01%-5,81713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…69,243$1.9M<0.01%-2,84313F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…68,814$1.89M0.01%+3,43713F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP67,298$1.84M<0.01%+29,48413F-HRTimelineGroup
ALGERT GLOBAL LLC61,118$1.67M0.04%-5,56013F-HR/ATimeline
TEACHER RETIREMENT SYSTEM OF TEXAS60,753$1.66M0.01%-4,44813F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/60,359$1.65M<0.01%+6,07513F-HRTimeline
Vestcor Inc59,309$1.62M0.05%new13F-HRTimeline
Jackson Creek Investment Advisors LLC58,596$1.61M0.43%+7,91013F-HRTimeline
Moran Wealth Management, LLC52,701$1.44M0.04%new13F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD51,888$1.42M<0.01%013F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…50,841$1.39M<0.01%-1,71013F-HRTimeline
Cetera Investment Advisers49,233$1.35M<0.01%-22813F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…48,260$1.32M0.01%-1213F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC47,391$1.3M<0.01%+46513F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co46,127$1.27M<0.01%+2,84513F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding44,392$1.22M-3,812Timeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…42,306$1.16M<0.01%-5613F-HRTimeline
HighTower Advisors, LLC42,009$1.15M<0.01%-2,53913F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …40,959$1.12M<0.01%-1,21213F-HRTimelineGroup
Arete Wealth Advisors, LLC40,874$1.12M0.08%-2,97913F-HRTimeline
HighPoint Advisor Group LLC39,212$1.07M0.06%-1,26913F-HRTimeline
Sterling Capital Management LLC38,904$1.07M0.02%+79713F-HR/ATimeline
Prime Capital Investment Advisors, LLC38,497$1.05M0.01%-5,47013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO38,385$1.05M<0.01%+13,91413F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC38,280$1.05M0.01%-10,35113F-HRTimeline
State of Alaska, Department of Revenue37,831$1.03M0.01%+24413F-HRTimeline
Amundiin group Amundi37,664$1.03M<0.01%-7,54113F-HRTimelineGroup
Creative Planningin group Creative Planning35,195$964K<0.01%-1,22113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC34,545$947K<0.01%-1,13313F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson33,872$928K<0.01%013F-HRTimelineGroup
CALTON & ASSOCIATES, INC.32,369$887K0.15%+2,49613F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC32,260$884K<0.01%new13F-HR/ATimelineGroup
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…31,213$860K<0.01%-2,41213F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments28,645$785K0.05%+95113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,543$784K<0.01%+11,49913F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)28,500$781K0.01%013F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …28,378$778K<0.01%+1,09513F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.27,325$749K<0.01%+72313F-HRTimelineGroup
Cresset Asset Management, LLC26,256$726K<0.01%+16,85613F-HR/ATimeline
Koshinski Asset Management, Inc.26,155$717K0.05%-87613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd25,265$692K0.03%new13F-HRTimelineGroup
Handelsbanken Fonder AB25,200$690K<0.01%013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…25,025$686K<0.01%013F-HRTimeline
Engineers Gate Manager LP24,707$677K0.01%new13F-HRTimeline
Elo Mutual Pension Insurance Co24,550$673K0.01%+3,32013F-HRTimeline
Vanderbilt University24,451$670K0.13%+1,23113F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC24,435$670K<0.01%+3613F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND23,974$657K<0.01%013F-HR/ATimeline
Significant Wealth Partners LLC22,785$624K0.31%+1,29813F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM22,606$619K<0.01%+48113F-HRTimeline
Geneos Wealth Management Inc.22,286$611K0.01%-16,96113F-HRTimeline
UniSuper Management Pty Ltd22,000$603K<0.01%013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC21,403$586K<0.01%+1,61113F-HRTimelineGroup
Verition Fund Management LLC20,061$550K<0.01%-31,36513F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…19,420$532K<0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC18,979$520K0.01%+4,95413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,435$505K0.01%+3,05313F-HRTimeline
Police & Firemen's Retirement System of…17,499$479K<0.01%+94813F-HRTimeline
J.W. COLE ADVISORS, INC.17,475$479K0.01%-1,81013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC17,252$473K0.01%-46,61613F-HR/ATimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP17,166$470K<0.01%+1,84313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC17,137$470K<0.01%-1,99813F-HRTimelineGroup
Harvest Investment Services, LLC17,010$466K0.1%-11313F-HRTimeline
Atom Investors LP16,862$462K0.04%new13F-HRTimeline
Prospera Financial Services Inc16,567$454K0.01%-43813F-HRTimeline
DekaBank Deutsche Girozentrale16,310$452K<0.01%013F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…16,365$448K<0.01%013F-HRTimelineGroup
ProShare Advisors LLC16,009$439K<0.01%-77313F-HRTimeline
KLP KAPITALFORVALTNING AS15,600$431K<0.01%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding15,578$427K-2,511Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS14,617$401K<0.01%+6,11213F-HRTimelineGroup
STRS OHIO14,600$400K<0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.14,139$387K<0.01%-62913F-HRTimeline
Waverly Advisors, LLC14,071$386K<0.01%-1,61113F-HRTimeline
Polymer Capital Management (US) LLC14,019$384K0.06%-1,46813F-HRTimeline
State of Wyoming13,695$375K0.05%-1,30813F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC13,638$374K0.01%+1,10813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC13,424$368K<0.01%-1,42013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,770$350K<0.01%+2,48813F-HRTimelineGroup
Smallwood Wealth Investment Management,…12,673$347K0.2%+95313F-HRTimeline
NISA INVESTMENT ADVISORS, LLC12,519$347K<0.01%-4,44713F-HRTimeline
IFM Investors Pty Ltd12,447$341K<0.01%-3,11813F-HRTimeline
MML INVESTORS SERVICES, LLC12,230$335K<0.01%+3,83913F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN12,118$332K<0.01%+49713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC12,000$329K0.01%new13F-HRTimeline
Intrua Financial, LLC11,589$318K0.05%-30813F-HRTimeline
Perigon Wealth Management, LLC11,579$317K0.01%-4213F-HRTimeline
Verdence Capital Advisors LLC11,558$317K0.02%013F-HRTimeline
Johnson Financial Group, LLC11,533$316K0.03%013F-HRTimeline
Private Advisor Group, LLC11,301$310K<0.01%-1,48713F-HRTimeline
Quantinno Capital Management LP11,277$309K<0.01%new13F-HRTimeline
AlphaQuest LLC11,213$307K0.03%-2,96313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…11,066$303K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.10,923$299K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,445$286K0.01%+1,85413F-HRTimelineGroup
Merit Financial Group, LLC10,280$282K<0.01%+20113F-HRTimeline
CarsonAllaria Wealth Management, Ltd.10,083$276K0.15%+5413F-HRTimeline
Northwest & Ethical Investments L.P.9,942$274K0.01%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,856$270K0.01%-3,95613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\9,737$267K<0.01%-79313F-HRTimelineGroup
CIBC WORLD MARKETS CORP9,620$264K<0.01%-7,58013F-HRTimeline
Safe Harbor Fiduciary, LLC10,574$263K0.25%013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…9,538$261K<0.01%-6,87913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,438$259K0.01%+7,18213F-HRTimelineGroup
Beacon Financial Advisory LLC9,347$256K0.07%new13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC9,188$252K<0.01%-10513F-HRTimeline
Certified Advisory Corp9,101$249K0.03%-6,24613F-HRTimeline
Allworth Financial LP8,983$246K<0.01%-1,11513F-HRTimeline
SkyOak Wealth, LLC8,885$243K0.05%013F-HRTimeline
Dynamic Technology Lab Private Ltd8,723$239K0.03%-12,80113F-HRTimeline
CWM, LLCin group CWM, LLC8,632$237K<0.01%-8013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding8,291$227K+182Timeline
Gallacher Capital Management LLC8,247$226K0.1%013F-HRTimeline
Madden Advisory Services, Inc.8,173$224K0.1%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.8,096$222K0.04%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,074$221K<0.01%-6713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS7,885$216K<0.01%-1,77313F-HRTimeline
Dakota Wealth Management7,726$212K<0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,675$210K<0.01%-17413F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD7,675$210K<0.01%-4813F-HRTimeline
Worth Venture Partners, LLC7,600$208K0.32%new13F-HRTimeline
Longboard Asset Management, LP7,572$207K0.52%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,567$207K0.02%013F-HRTimeline
EntryPoint Capital, LLC7,536$206K0.1%-3,79213F-HRTimeline
Focus Financial Network, Inc.7,395$203K0.01%-2,03613F-HRTimeline
Investmark Advisory Group LLC7,365$202K0.09%+1113F-HRTimeline
M&G PLCin group M&G PLC6,943$187K<0.01%+69613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,610$181K<0.01%-2,23613F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…6,160$169K0.06%+1,13013F-HRTimelineGroup
Quantbot Technologies LP5,732$157K<0.01%-17,66813F-HRTimeline
IFP Advisors, Inc4,515$134K<0.01%-15513F-HRTimeline
Federation des caisses Desjardins du Qu…4,485$123K<0.01%new13F-HRTimeline