InvenTrust Properties Ownership | Who Owns InvenTrust Properties?
InvenTrust Properties Ownership Summary
InvenTrust Properties is owned by 71.82% institutional investors, 0.66% insiders, and 27.52% retail investors. Vanguard group is the largest institutional shareholder, holding 15.65% 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 | 71.82% | 0.66% | 27.52% |
| Sector | Real Estate Stocks | 69.85% | 9.10% | 21.05% |
| Industry | Retail REIT Stocks | 82.88% | 8.28% | 8.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 10.72M | 15.65% | $323.14M |
| Blackrock | 6.74M | 9.93% | $166.90M |
| Blackrock funding, inc. /de | 7.70M | 9.93% | $211.03M |
| Principal financial group | 4.36M | 6.37% | $131.45M |
| State street | 2.51M | 3.70% | $62.67M |
| Millennium management | 2.46M | 3.59% | $74.04M |
| Geode capital management | 1.94M | 2.83% | $58.37M |
| Fmr | 1.36M | 1.98% | $40.93M |
| Charles schwab investment management | 1.28M | 1.86% | $38.51M |
| Nuveen asset management | 1.19M | 1.74% | $35.97M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Gsi capital advisors | 177.37K | 2.83% | $5.34M |
| Adelante capital management | 364.29K | 0.73% | $9.98M |
| Vision capital | 89.54K | 0.44% | $2.70M |
| Jackson creek investment advisors | 58.60K | 0.43% | $1.61M |
| Calton & associates | 27.30K | 0.36% | $822.61K |
| Worth venture partners | 7.60K | 0.32% | $208.24K |
| Significant wealth partners | 22.79K | 0.31% | $624.30K |
| Chilton capital management | 251.91K | 0.25% | $6.96M |
| Smallwood wealth investment management | 9.28K | 0.19% | $279.47K |
| Quest partners | 42.19K | 0.17% | $1.27M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 2.46M | 0.04% | 839.54K |
| Fmr | 1.36M | 0.00% | 777.88K |
| Balyasny asset management | 968.16K | 0.04% | 509.52K |
| Alyeska investment group | 508.39K | 0.05% | 508.39K |
| Jacobs levy equity management | 487.24K | 0.05% | 473.18K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Centersquare investment management | - | - | -880.63K |
| Schonfeld strategic advisors | - | - | -661.90K |
| Rush island management, lp | - | - | -569.74K |
| Ubs asset management americas | 107.94K | 0.00% | -354.94K |
| Zimmer partners, lp | - | - | -350.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Alyeska investment group | 508.39K | 0.05% | 508.39K | $13.93M |
| Marshall wace, llp | 135.11K | 0.00% | 135.11K | $3.70M |
| Norges bank | 125.30K | 0.00% | 125.30K | $3.78M |
| Vision capital | 89.54K | 0.44% | 89.54K | $2.70M |
| Vestcor | 59.31K | 0.05% | 59.31K | $1.63M |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -4.00 |
| Stephens consulting | -15.00 |
| Srs capital advisors | -30.00 |
| Advisornet financial | -50.00 |
| Castleview partners | -56.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 298 | 7.97% | 52,155,347 | 21.32% | 76 | 1.90% | 153 | 15.04% | 78 | -13.33% |
| Jun 30, 2024 | 275 | -4.18% | 42,988,113 | 2.05% | 63 | 1.64% | 132 | 10.00% | 90 | -16.67% |
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% | - |
| Vanguard Small Cap Index | 1.88M | 2.42% | -12.55K |
| iShares Russell 2000 ETF | 1.88M | 2.42% | -35.80K |
| Vanguard Institutional Extnd Mkt Idx Tr | 831.33K | 1.07% | -356.05K |
| Fidelity Small Cap Index | 791.54K | 1.02% | 6.38K |
| iShares Russell 2000 Value ETF | 681.05K | 0.88% | 505.00 |
| 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 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
IVT Ownership FAQ
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