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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
VANGUARD GROUP INCin group VANGUARD GROUP INC11,146,555$314M<0.01%-127,30313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.9,301,921$262M<0.01%+1,511,38513F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding6,189,709$175M+1,456,454Timeline
STATE STREET CORPin group STATE STREET CORP2,722,804$77.4M<0.01%-95,46213F-HRTimelineGroup
FMR LLCin group FMR LLC2,104,913$59.4M<0.01%+76,53213F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC2,008,073$56.7M<0.01%-32113F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC1,910,142$53.9M0.04%+553,18413F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,380,478$38.9M0.01%+12,17613F-HRTimelineGroup
CENTERSQUARE INVESTMENT MANAGEMENT LLC1,287,805$36.3M0.36%+1,103,91113F-HRTimeline
Qube Research & Technologies Ltd1,050,201$29.6M0.04%+200,58013F-HRTimeline
Vision Capital Corp1,017,381$28.7M15.83%-88,49313F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP990,395$27.9M0.01%-17,91513F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP963,245$27.2M0.02%+135,32813F-HRTimeline
DEPRINCE RACE & ZOLLO INC955,026$26.9M0.52%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC931,828$26.3M<0.01%+132,13513F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP867,186$24.5M<0.01%-99,47413F-HRTimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…740,690$20.9M0.12%-83,23413F-HRTimelineGroup
Nuveen, LLCin group TIAA652,063$18.4M<0.01%-102,43213F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC627,233$17.7M0.01%-402,97813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO565,064$15.9M<0.01%+41,36913F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc561,255$15.8M0.02%+12,11913F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc440,373$12.4M<0.01%+50,61013F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding431,709$12.2M-18,972Timeline
CHILTON CAPITAL MANAGEMENT LLC425,720$12.1M0.42%+138,96613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…412,327$11.6M0.01%+313,53713F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC410,949$11.6M0.04%-240,05413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA372,467$10.5M0.05%13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC342,667$9.67M<0.01%-46,16613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp336,510$9.49M<0.01%+6,14713F-HRTimelineGroup
Adelante Capital Management LLC329,783$9.3M0.63%-5,24913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY308,710$8.71M<0.01%+31,00213F-HR/ATimelineGroup
B&I Capital AG299,250$8.44M3%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC268,947$7.59M<0.01%+69,12613F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC245,599$6.93M<0.01%+10,99913F-HRTimelineGroup
SG Americas Securities, LLC227,312$6.41M0.01%+199,65513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC224,536$6.33M<0.01%+105,04713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding217,390$6.13M-372,745Timeline
Invesco Ltd.in group Invesco Ltd.193,330$5.45M<0.01%+3,24013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/191,471$5.4M<0.01%-43,33213F-HRTimelineGroup
VIRGINIA RETIREMENT SYSTEMS ET Al178,200$5.03M0.03%+8,50013F-HRTimeline
LPL Financial LLC172,712$4.87M<0.01%+11,47413F-HRTimeline
Asset Management One Co., Ltd.166,148$4.76M0.01%-6,87413F-HRTimeline
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…160,580$4.53M0.04%new13F-HRTimelineGroup
GSI Capital Advisors LLC153,441$4.33M2.42%+73,45413F-HRTimeline
Swiss National Bank153,100$4.32M<0.01%+2,70013F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P142,488$4.02M0.1%+7,38613F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding142,352$4.02M+28,402Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN139,319$3.93M<0.01%+26,90813F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC130,259$3.67M<0.01%+1,63413F-HR/ATimelineGroup
Greenland Capital Management LP125,776$3.55M0.51%+110,77613F-HRTimeline
FJ Capital Management LLC124,373$3.51M0.39%013F-HRTimeline
ExodusPoint Capital Management, LP122,617$3.46M0.04%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.121,751$3.43M<0.01%+16,12113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA121,576$3.43M<0.01%+27,87513F-HRTimelineGroup
SummitTX Capital, L.P.111,448$3.14M0.1%-19,15913F-HRTimeline
RHUMBLINE ADVISERS106,594$3.01M<0.01%-19,53113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources105,783$2.98M<0.01%-3,58413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC104,786$2.95M<0.01%-53,80013F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC103,049$2.91M0.01%+5,33913F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT101,567$2.87M0.03%-24,86113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC101,352$2.86M<0.01%-6,31013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…97,707$2.76M<0.01%-16,78513F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC96,988$2.74M0.01%-85,21313F-HRTimeline
ALLIANCEBERNSTEIN L.P.95,551$2.7M<0.01%+63813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\93,484$2.64M<0.01%+3,86713F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …84,666$2.39M<0.01%-1,34013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.80,458$2.27M<0.01%-1,39713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…78,994$2.23M<0.01%-34,65813F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…77,168$2.18M0.01%+2,50813F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…71,268$2.01M<0.01%-6813F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…71,084$2.01M0.01%+27,15313F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.66,941$1.89M0.15%-63813F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/66,530$1.88M<0.01%+2,50213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO65,773$1.86M<0.01%+27,42213F-HRTimelineGroup
Cetera Investment Advisers63,558$1.79M<0.01%+9513F-HRTimeline
Cambridge Investment Research Advisors,…62,317$1.76M<0.01%-2,96013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC61,656$1.74M<0.01%+40,56213F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS57,392$1.62M0.01%-23,01713F-HRTimeline
Man Group plcin group Man Group plc56,736$1.6M<0.01%-3,62013F-HRTimelineGroup
Vestcor Inc56,394$1.59M0.05%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…54,272$1.53M<0.01%+1,74813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC53,403$1.51M<0.01%+1,92413F-HRTimelineGroup
Moran Wealth Management, LLC53,304$1.5M0.05%+1,70313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP52,670$1.49M<0.01%+40,57213F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD51,888$1.46M0.01%-21,56613F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co46,915$1.32M<0.01%+1,54813F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…46,530$1.31M0.01%-1,70213F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC44,042$1.24M0.02%+15,00013F-HRTimelineGroup
Amundiin group Amundi43,747$1.23M<0.01%+4,53113F-HRTimelineGroup
State of Alaska, Department of Revenue42,682$1.2M0.01%+78913F-HRTimeline
HighPoint Advisor Group LLC39,987$1.13M0.02%+2,34613F-HRTimeline
Sterling Capital Management LLC38,892$1.1M0.02%-2,77513F-HRTimeline
Arete Wealth Advisors, LLC38,873$1.1M0.08%-2,08513F-HR/ATimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding38,525$1.09M+555Timeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …37,968$1.07M<0.01%-304,83413F-HRTimelineGroup
Creative Planningin group Creative Planning37,228$1.05M<0.01%+6513F-HRTimelineGroup
VestGen Investment Management36,562$1.03M0.57%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …35,742$1.01M<0.01%-2,26113F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC35,632$1.01M0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC35,373$998K0.01%-89113F-HRTimeline
Cresset Asset Management, LLC34,072$969K<0.01%+5,58913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…33,911$956K<0.01%-4,08313F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson33,872$955K<0.01%013F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC33,587$947K<0.01%+7,65713F-HRTimelineGroup
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…32,365$925K<0.01%-2,29513F-HRTimelineGroup
CALTON & ASSOCIATES, INC.31,841$898K0.13%-38113F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.29,644$836K<0.01%+16513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC29,417$830K<0.01%+7,36513F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …27,842$785K<0.01%+2,99313F-HRTimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)26,500$748K0.01%-2,00013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,494$747K<0.01%-1,61813F-HRTimelineGroup
Quantinno Capital Management LP26,111$737K<0.01%+2,22913F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…25,335$715K<0.01%013F-HRTimeline
Handelsbanken Fonder AB25,200$711K<0.01%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND23,974$676K<0.01%013F-HRTimeline
Koshinski Asset Management, Inc.23,943$675K0.04%-1,72413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS22,696$640K<0.01%+18213F-HRTimelineGroup
Vanderbilt University22,223$627K0.11%-1,97913F-HRTimeline
Police & Firemen's Retirement System of…21,623$610K0.01%+3113F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM21,558$608K<0.01%-1,39513F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP20,886$589K<0.01%+1,86713F-HRTimelineGroup
Groupe la Francaisein group Groupe la Francaise20,675$583K0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC20,535$579K<0.01%-20,04013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,251$571K0.01%-18413F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…19,420$548K<0.01%013F-HRTimeline
Dynamic Technology Lab Private Ltd16,880$476K0.11%-10,29013F-HRTimeline
KLP KAPITALFORVALTNING AS16,600$472K<0.01%+1,00013F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…16,365$462K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.16,085$454K0.01%-8,09513F-HRTimeline
DekaBank Deutsche Girozentrale16,310$453K<0.01%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP15,953$450K0.01%new13F-HRTimelineGroup
UniSuper Management Pty Ltd15,800$446K<0.01%-6,20013F-HRTimeline
Mariner, LLCin group Mariner, LLC15,343$433K<0.01%-1,33613F-HRTimelineGroup
Abel Hall, LLC15,341$433K0.1%new13F-HRTimeline
MML INVESTORS SERVICES, LLC14,568$411K<0.01%+1,04913F-HRTimeline
ProShare Advisors LLC14,269$403K<0.01%+92013F-HRTimeline
STRS OHIO13,800$389K<0.01%-40013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC13,641$385K<0.01%-77913F-HRTimelineGroup
Waverly Advisors, LLC13,479$380K<0.01%-62913F-HRTimeline
CHOREO, LLC13,424$378K<0.01%-54213F-HRTimeline
J.W. COLE ADVISORS, INC.13,303$375K0.01%-2,73513F-HRTimeline
AE Wealth Management LLC13,100$370K<0.01%new13F-HRTimeline
Polymer Capital Management (US) LLC12,905$364K0.05%+1,07013F-HRTimeline
Significant Wealth Partners LLC12,605$356K0.4%-14,25113F-HRTimeline
IFM Investors Pty Ltd12,577$355K<0.01%013F-HRTimeline
Prospera Financial Services Inc12,371$349K0.01%-3,68813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,345$348K<0.01%-50613F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN11,849$334K<0.01%-26913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,814$333K<0.01%+1,84913F-HRTimelineGroup
Verdence Capital Advisors LLC11,558$326K0.02%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,366$321K<0.01%+8413F-HRTimelineGroup
EntryPoint Capital, LLC11,346$320K0.12%013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…11,236$317K<0.01%013F-HRTimelineGroup
Perigon Wealth Management, LLC10,976$310K0.01%-42013F-HRTimeline
Merit Financial Group, LLC10,766$304K<0.01%+25913F-HRTimeline
Private Advisor Group, LLC10,685$301K<0.01%-68913F-HRTimeline
Intrua Financial, LLC10,675$301K0.03%+213F-HRTimeline
Gross & Hartman Investments LLC10,495$296K0.17%13F-HRTimeline
Safe Harbor Family Capital, LLC10,495$296K0.26%13F-HRTimeline
Entropy Technologies, LP10,296$290K0.02%new13F-HRTimeline
Beacon Pointe Advisors, LLC10,106$285K<0.01%-3,10413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,872$278K<0.01%+95613F-HRTimeline
Harvest Investment Services, LLC9,869$278K0.05%-8313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,427$266K<0.01%-1,04013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,387$265K<0.01%+1,20613F-HRTimelineGroup
Safe Harbor Fiduciary, LLC10,574$263K0.23%13F-HRTimeline
HARBOUR INVESTMENTS, INC.9,231$260K0.01%-1,59713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,148$258K0.01%-68813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,002$254K<0.01%new13F-HRTimeline
Certified Advisory Corp8,895$251K0.02%+713F-HRTimeline
SkyOak Wealth, LLC8,885$251K0.05%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC8,877$250K<0.01%-313F-HRTimeline
Gallacher Capital Management LLC8,597$243K0.09%-15013F-HRTimeline
Allworth Financial LP8,272$233K<0.01%-57113F-HRTimeline
Madden Advisory Services, Inc.8,173$231K0.09%013F-HRTimeline
Dakota Wealth Management8,150$230K<0.01%013F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,138$230K0.02%+57113F-HRTimeline
NISA INVESTMENT ADVISORS, LLC7,802$223K<0.01%-3,45813F-HRTimeline
Focus Financial Network, Inc.7,766$219K0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,685$217K<0.01%+513F-HRTimelineGroup
Longboard Asset Management, LP7,572$214K1.36%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,405$209K<0.01%new13F-HR/ATimelineGroup
State of Wyoming7,242$204K0.02%-4,08213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,231$204K<0.01%new13F-HR/ATimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,128$201K<0.01%new13F-HRTimelineGroup
Northwest & Ethical Investments L.P.7,000$197K<0.01%-2,94213F-HR/ATimeline
CWM, LLCin group CWM, LLC6,999$197K<0.01%-1,98113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,609$186K<0.01%-913F-HR/ATimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding6,522$184K-15Timeline
Farther Finance Advisors, LLC6,285$177K<0.01%+3,55913F-HRTimeline
Federation des caisses Desjardins du Qu…6,230$176K<0.01%+1,33613F-HRTimeline
Smallwood Wealth Investment Management,…6,064$171K0.09%-4,60713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,268$149K<0.01%+4,11713F-HRTimelineGroup
Quantbot Technologies LP5,120$144K<0.01%new13F-HRTimeline
IFP Advisors, Inc4,618$130K<0.01%-6913F-HRTimeline
LASALLE INVESTMENT MANAGEMENT SECURITIE…3,908$110K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,889$110K<0.01%+4213F-HRTimelineGroup
MAI Capital Management3,282$92.6K<0.01%+413F-HRTimeline
FIL Ltdin group FIL Ltd3,272$92.3K<0.01%-1,57113F-HRTimelineGroup
Sound Income Strategies, LLC3,124$90.8K<0.01%-1,43313F-HRTimeline