InvenTrust Properties Ownership | Who Owns InvenTrust Properties?
InvenTrust Properties Ownership Summary
InvenTrust Properties is owned by 56.05% institutional investors, 0.94% insiders, and 43.01% retail investors. Vanguard group is the largest institutional shareholder, holding 14.37% of IVT shares. Principal Real Estate Securities R5 is the top mutual fund, with 3.78% of its assets in InvenTrust Properties shares.
IVT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | InvenTrust Properties | 56.05% | 0.94% | 43.01% |
| Sector | Real Estate Stocks | 48.86% | 9.88% | 41.26% |
| Industry | Retail REIT Stocks | 68.93% | 8.06% | 23.02% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 11.15M | 14.37% | $314.44M |
| Blackrock funding, inc. /de | 9.67M | 12.46% | $294.58M |
| Principal financial group | 7.73M | 9.96% | $235.44M |
| Blackrock | 6.74M | 9.93% | $166.90M |
| State street | 2.68M | 3.45% | $82.24M |
| Fmr | 2.11M | 2.71% | $64.16M |
| Geode capital management | 2.07M | 2.66% | $62.98M |
| Charles schwab investment management | 1.40M | 1.81% | $42.77M |
| Nuveen asset management | 1.19M | 1.74% | $35.97M |
| Millennium management | 1.28M | 1.65% | $39.05M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Vision capital | 716.87K | 5.49% | $21.84M |
| Longboard asset management, lp | 7.57K | 3.98% | $230.64K |
| B&i capital | 310.25K | 3.21% | $9.45M |
| Waterfall asset management | 164.96K | 2.81% | $5.02M |
| Gsi capital advisors | 165.48K | 2.74% | $5.04M |
| Adelante capital management | 335.03K | 0.64% | $9.59B |
| Significant wealth partners | 13.26K | 0.50% | $403.88K |
| Chilton capital management | 424.43K | 0.45% | $13.02M |
| Deprince race & zollo | 717.68K | 0.41% | $21.86M |
| Fj capital management | 111.95K | 0.38% | $3.41M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Principal financial group | 7.73M | 0.13% | 1.54M |
| Two sigma investments, lp | 733.22K | 0.02% | 680.54K |
| Balyasny asset management | 968.16K | 0.04% | 509.52K |
| Vanguard fiduciary trust | 501.72K | 0.00% | 501.72K |
| Glenmede investment management, lp | 394.75K | 0.05% | 394.75K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hudson bay capital management lp | - | - | -740.69K |
| Schonfeld strategic advisors | - | - | -661.90K |
| Millennium management | 1.28M | 0.02% | -628.15K |
| Rush island management, lp | - | - | -569.74K |
| Alyeska investment group | - | - | -508.39K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 501.72K | 0.00% | 501.72K | $15.28M |
| Glenmede investment management, lp | 394.75K | 0.05% | 394.75K | $11.30M |
| Waterfall asset management | 164.96K | 2.81% | 164.96K | $5.02M |
| Norges bank | 125.30K | 0.00% | 125.30K | $3.78M |
| Marshall wace, llp | 119.16K | 0.00% | 119.16K | $3.63M |
Sold Out
| Holder | Change |
|---|---|
| Stephens consulting | -15.00 |
| Ameritas advisory services | -15.00 |
| Advisornet financial | -31.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 233 | -21.02% | 43,496,249 | -27.80% | 56 | 0.93% | 106 | -24.29% | 62 | -35.42% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Principal Real Estate Securities R5 | 2.95M | 3.78% | - |
| Vanguard Real Estate Index Investor | 2.88M | 3.69% | -9.60K |
| Vanguard Total Stock Mkt Idx Inv | 2.46M | 3.16% | 10.98K |
| Vanguard US Total Market Shares ETF | 2.28M | 2.95% | 261.38K |
| iShares Russell 2000 ETF | 1.90M | 2.43% | 15.98K |
| Vanguard Small Cap Index | 1.79M | 2.30% | -3.04K |
| Principal US REIT Fund Tr-II | 952.70K | 1.22% | 20.07K |
| Vanguard Institutional Extnd Mkt Idx Tr | 874.55K | 1.12% | 7.15K |
| Fidelity Small Cap Index | 768.13K | 0.99% | 3.95K |
| iShares Russell 2000 Value ETF | 678.72K | 0.87% | 3.65K |
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 |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
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