InvenTrust Properties Ownership | Who Owns InvenTrust Properties?


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InvenTrust Properties Ownership Summary


InvenTrust Properties is owned by 90.80% institutional investors, 0.94% insiders, and 8.26% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 19.69% of IVT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.08% of its assets in InvenTrust Properties shares.

IVT Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockInvenTrust Properties90.80%0.94%8.26%
SectorReal Estate Stocks 73.04%9.97%16.98%
IndustryRetail REIT Stocks 92.49%7.50%0.01%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de15.35M19.69%$543.32M
Vanguard group11.15M14.37%$314.44M
Blackrock6.74M9.93%$166.90M
Principal financial group7.41M9.51%$262.43M
State street3.91M5.02%$139.49M
Vanguard capital management3.45M4.43%$122.20M
Goldman sachs group3.11M3.99%$110.12M
Geode capital management2.20M2.82%$77.79M
Fmr1.96M2.51%$69.26M
Sixth street partners management company1.47M1.89%$52.09M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Longboard asset management, lp7.57K4.49%$268.05K
Vision capital285.58K3.27%$10.11M
B&i capital39.80K3.11%$1.41M
Gsi capital advisors168.16K2.81%$5.95M
Adelante capital management378.55K0.88%$13.40M
Significant wealth partners13.58K0.52%$480.82K
Chilton capital management433.40K0.49%$15.44M
Deprince race & zollo717.68K0.41%$21.86M
Cbre investment management listed real assets687.89K0.34%$24.35M
Greenland capital management lp75.00K0.33%$2.65M

Top Buyers

HolderShares% AssetsChange
Blackrock funding, inc. /de15.35M0.01%5.68M
Goldman sachs group3.11M0.01%2.01M
Sixth street partners management company1.47M0.01%1.47M
State street3.91M0.00%1.24M
Cbre investment management listed real assets687.89K0.34%687.89K

Top Sellers

HolderShares% AssetsChange
Qube research40.18K0.00%-891.16K
Centersquare investment management---785.53K
Hudson bay capital management lp---740.69K
Schonfeld strategic advisors---661.90K
Rush island management, lp---569.74K

New Positions

HolderShares% AssetsChangeValue
Sixth street partners management company1.47M0.01%1.47M$52.09M
Cbre investment management listed real assets687.89K0.34%687.89K$24.35M
Glenmede investment management, lp394.75K0.05%394.75K$11.30M
Public sector pension investment board267.72K0.02%267.72K$9.48M
Norges bank125.30K0.00%125.30K$3.78M

Sold Out

HolderChange
True wealth design-7.00
Ameritas advisory services-15.00
Stephens consulting-15.00
Physician wealth advisors-21.00
Advisornet financial-31.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20263406.25%70,766,08716.67%901.50%18617.72%88-2.22%
Mar 31, 2026233-21.02%43,496,249-27.80%560.93%106-24.29%62-35.42%
Dec 31, 2025252-15.15%53,318,183-4.63%681.32%112-18.25%84-11.58%
Sep 30, 2025284-5.65%55,838,897-0.28%711.38%1324.76%93-13.08%
Jun 30, 2025293-3.93%55,718,1081.51%711.43%120-11.76%1071.90%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF4.74M6.08%-6.99K
Vanguard Real Estate Index Investor2.96M3.79%47.09K
Principal Real Estate Securities R52.55M3.27%-53.56K
Vanguard Total Stock Mkt Idx Inv2.48M3.18%12.43K
Vanguard Morn Total Stk Mkt Idx Investor2.48M3.18%12.43K
Vanguard US Total Market Shares ETF2.28M2.95%261.38K
iShares Russell 2000 ETF1.91M2.45%-
Vanguard Small Cap Index1.79M2.29%-3.21K
Vanguard Institutional Extnd Mkt Idx Tr893.16K1.15%14.70K
Principal US REIT Fund Tr-II830.48K1.07%-16.24K

Recent Insider Transactions


DateNameRoleActivityValue
Mar 08, 2024Phillips Michael Douglas E.V.P., C.F.O. & TreasurerSell$83.09K

Insider Transactions Trends


DateBuySell
2026 Q2--
2026 Q1--
2025 Q4--
2025 Q3--
2025 Q2--

IVT Ownership FAQ


Who Owns InvenTrust Properties?

InvenTrust Properties shareholders are primarily institutional investors at 90.80%, followed by 0.94% insiders and 8.26% retail investors. The average institutional ownership in InvenTrust Properties's industry, Retail REIT Stocks , is 92.49%, which InvenTrust Properties falls below.

Who owns the most shares of InvenTrust Properties?

InvenTrust Properties’s largest shareholders are Blackrock funding, inc. /de (15.35M shares, 19.69%), Vanguard group (11.15M shares, 14.37%), and Blackrock (6.74M shares, 9.93%). Together, they hold 43.99% of InvenTrust Properties’s total shares outstanding.

Does Blackrock own InvenTrust Properties?

Yes, BlackRock owns 9.93% of InvenTrust Properties, totaling 6.74M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 166.9M$. In the last quarter, BlackRock increased its holdings by 154.96K shares, a 2.35% change.

Who is InvenTrust Properties’s biggest shareholder by percentage of total assets invested?

Longboard asset management, lp is InvenTrust Properties’s biggest shareholder by percentage of total assets invested, with 4.49% of its assets in 7.57K InvenTrust Properties shares, valued at 268.05K$.

Who is the top mutual fund holder of InvenTrust Properties shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of InvenTrust Properties shares, with 6.08% of its total shares outstanding invested in 4.74M InvenTrust Properties shares.

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