InvenTrust Properties Ownership | Who Owns InvenTrust Properties?
InvenTrust Properties Ownership Summary
InvenTrust Properties is owned by 68.72% institutional investors, 0.71% insiders, and 30.57% retail investors. Vanguard group is the largest institutional shareholder, holding 14.37% of IVT shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.71% of its assets in InvenTrust Properties shares.
IVT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | InvenTrust Properties | 68.72% | 0.71% | 30.57% |
| Sector | Real Estate Stocks | 42.56% | 9.05% | 48.39% |
| Industry | Retail REIT Stocks | 45.74% | 8.10% | 46.15% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 11.15M | 14.37% | $314.44M |
| Blackrock funding, inc. /de | 9.30M | 11.99% | $262.41M |
| Blackrock | 6.74M | 9.93% | $166.90M |
| Principal financial group | 6.19M | 7.98% | $174.61M |
| State street | 2.82M | 3.63% | $81.31M |
| Millennium management | 2.46M | 3.59% | $74.04M |
| Fmr | 2.03M | 2.61% | $58.05M |
| Geode capital management | 2.01M | 2.59% | $56.66M |
| Charles schwab investment management | 1.37M | 1.76% | $39.16M |
| Nuveen asset management | 1.19M | 1.74% | $35.97M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Vision capital | 1.11M | 9.25% | $31.65M |
| B&i capital | 299.25K | 3.00% | $8.44M |
| Gsi capital advisors | 153.44K | 2.42% | $4.33M |
| Longboard asset management, lp | 7.57K | 1.36% | $213.61K |
| Adelante capital management | 335.03K | 0.64% | $9.59B |
| Deprince race & zollo | 955.03K | 0.52% | $26.94M |
| Chilton capital management | 425.72K | 0.42% | $12.10M |
| Significant wealth partners | 12.61K | 0.40% | $355.60K |
| Fj capital management | 124.37K | 0.38% | $3.56M |
| Centersquare investment management | 1.29M | 0.36% | $36.33M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 9.30M | 0.00% | 1.51M |
| Principal financial group | 6.19M | 0.09% | 1.46M |
| Centersquare investment management | 1.29M | 0.36% | 1.10M |
| Deprince race & zollo | 955.03K | 0.52% | 955.03K |
| Millennium management | 2.46M | 0.04% | 839.54K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Schonfeld strategic advisors | - | - | -661.90K |
| Rush island management, lp | - | - | -569.74K |
| Ubs asset management americas | 442.00 | - | -530.38K |
| Alyeska investment group | - | - | -508.39K |
| Verition fund management | - | - | -468.38K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Deprince race & zollo | 955.03K | 0.52% | 955.03K | $26.94M |
| Hudson bay capital management lp | 823.92K | 0.08% | 823.92K | $23.58M |
| Glenmede investment management, lp | 394.75K | 0.05% | 394.75K | $11.30M |
| B&i capital | 299.25K | 3.00% | 299.25K | $8.44M |
| Norges bank | 125.30K | 0.00% | 125.30K | $3.78M |
Sold Out
| Holder | Change |
|---|---|
| Jpl wealth management | -7.00 |
| Ameritas advisory services | -15.00 |
| Stephens consulting | -15.00 |
| Total investment management | -33.00 |
| Fortitude family office | -36.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 252 | -15.15% | 53,318,183 | -4.63% | 68 | 1.32% | 112 | -18.25% | 84 | -11.58% |
| Sep 30, 2025 | 284 | -5.65% | 55,838,897 | -0.28% | 71 | 1.38% | 132 | 4.76% | 93 | -13.08% |
| Jun 30, 2025 | 293 | -3.93% | 55,718,108 | 1.51% | 71 | 1.43% | 120 | -11.76% | 107 | 1.90% |
| Mar 31, 2025 | 301 | -1.31% | 54,686,096 | 1.23% | 70 | 1.20% | 134 | -20.71% | 104 | 26.83% |
| Dec 31, 2024 | 273 | -9.30% | 50,730,846 | -2.76% | 74 | 1.28% | 149 | -3.25% | 74 | -6.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 2.88M | 3.71% | 1.88K |
| Vanguard Total Stock Mkt Idx Inv | 2.40M | 3.09% | -103.33K |
| Vanguard US Total Market Shares ETF | 2.28M | 2.95% | 261.38K |
| Principal Real Estate Securities R5 | 2.13M | 2.74% | - |
| iShares Russell 2000 ETF | 1.96M | 2.52% | - |
| Vanguard Small Cap Index | 1.88M | 2.42% | -12.55K |
| Vanguard Institutional Extnd Mkt Idx Tr | 831.33K | 1.07% | -356.05K |
| Fidelity Small Cap Index | 789.21K | 1.02% | -2.33K |
| iShares Russell 2000 Value ETF | 689.08K | 0.89% | - |
| Vanguard Small Cap Value Index Inv | 604.15K | 0.78% | -530.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 08, 2024 | Phillips Michael Douglas | E.V.P., C.F.O. & Treasurer | Sell | $83.09K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
IVT Ownership FAQ
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