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 14.53% 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 | 70.61% | 9.19% | 20.19% |
| Industry | Retail REIT Stocks | 83.24% | 8.47% | 8.29% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 11.27M | 14.53% | $322.66M |
| Blackrock funding, inc. /de | 7.79M | 10.04% | $222.97M |
| Blackrock | 6.74M | 9.93% | $166.90M |
| Principal financial group | 4.73M | 6.10% | $135.45M |
| State street | 2.51M | 3.70% | $62.67M |
| Millennium management | 2.46M | 3.59% | $74.04M |
| Fmr | 2.03M | 2.61% | $58.05M |
| Geode capital management | 2.01M | 2.59% | $57.49M |
| 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 |
| Gsi capital advisors | 79.99K | 1.29% | $2.29M |
| Adelante capital management | 364.29K | 0.73% | $9.98M |
| Jackson creek investment advisors | 58.57K | 0.48% | $1.68M |
| Significant wealth partners | 26.86K | 0.38% | $768.61K |
| Longboard asset management, lp | 7.57K | 0.35% | $216.71K |
| Chilton capital management | 286.75K | 0.28% | $8.27M |
| Smallwood wealth investment management | 10.67K | 0.16% | $305.40K |
| Harbor capital advisors | 67.58K | 0.15% | $1.93M |
| Calton & associates | 32.22K | 0.14% | $922.18K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 2.46M | 0.04% | 839.54K |
| Hudson bay capital management lp | 823.92K | 0.08% | 823.92K |
| 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 |
|---|---|---|---|
| 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 |
| Morgan stanley | 940.04K | 0.00% | -279.42K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hudson bay capital management lp | 823.92K | 0.08% | 823.92K | $23.58M |
| Alyeska investment group | 508.39K | 0.05% | 508.39K | $13.93M |
| Glenmede investment management, lp | 394.75K | 0.05% | 394.75K | $11.30M |
| Centersquare investment management | 183.89K | 0.05% | 183.89K | $5.26M |
| Norges bank | 125.30K | 0.00% | 125.30K | $3.78M |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -4.00 |
| True wealth design | -7.00 |
| Stephens consulting | -15.00 |
| Srs capital advisors | -30.00 |
| Total investment management | -33.00 |
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% | - |
| 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 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
IVT Ownership FAQ
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