Who owns InvenTrust Properties (IVT)
Which tracked institutional funds hold IVT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IVT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
87 tracked funds added or opened IVT while 43 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IVT’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IVT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 322 tracked filers holding IVT, 174 increased or opened the position and 141 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IVT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$24M
- Public Sector Pension Investment Board$9M
- Jefferies Financial Group Inc.$7M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2M
- XTX Topco Ltd$2M
- Louisiana State Employees Retirement System$1M
Full exits 20
- CENTERSQUARE INVESTMENT MANAGEMENT LLC$24M
- DEPRINCE RACE & ZOLLO INC$22M
- SG Americas Securities, LLC$11M
- WATERFALL ASSET MANAGEMENT, LLC$5M
- MARSHALL WACE, LLP$4M
- Thrivent Financial for Lutherans$3M
Largest adds
- BlackRock, Inc.$249M
- GOLDMAN SACHS GROUP INC$77M
- VANGUARD PORTFOLIO MANAGEMENT LLC$65M
- STATE STREET CORP$57M
- PRINCIPAL FINANCIAL GROUP INC$27M
- TWO SIGMA INVESTMENTS, LP$25M
Largest trims
- Qube Research & Technologies Ltd$27M
- Vision Capital Corp$12M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$11M
- MILLENNIUM MANAGEMENT LLC$10M
- JACOBS LEVY EQUITY MANAGEMENT, INC$10M
- B&I Capital AG$8M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 15,348,026 | $543M | 22.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 7,887,958 | $279M | 11.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 7,413,225 | $262M | 11.1% | 2026-Q2 |
| STATE STREET CORP added | 3,913,223 | $139M | 5.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,452,072 | $122M | 5.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 3,110,669 | $110M | 4.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,196,917 | $78M | 3.3% | 2026-Q2 |
| FMR LLC trimmed | 1,956,436 | $69M | 2.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,471,416 | $52M | 2.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,328,433 | $47M | 2.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,129,063 | $40M | 1.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,029,772 | $36M | 1.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 809,303 | $29M | 1.2% | 2026-Q2 |
| Nuveen, LLC added | 719,505 | $25M | 1.1% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC new | 687,891 | $24M | 1.0% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 655,096 | $24M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 649,319 | $24M | 1.0% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 647,037 | $23M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 546,723 | $19M | 0.8% | 2026-Q2 |
| Aberdeen Group plc added | 534,988 | $19M | 0.8% | 2026-Q2 |
| Legal & General Group Plc added | 519,034 | $18M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 517,042 | $18M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 488,615 | $17M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 471,366 | $17M | 0.7% | 2026-Q2 |
| CHILTON CAPITAL MANAGEMENT LLC added | 433,403 | $15M | 0.7% | 2026-Q2 |
| MORGAN STANLEY added | 433,125 | $15M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 405,112 | $13M | 0.5% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 402,377 | $14M | 0.6% | 2026-Q2 |
| Adelante Capital Management LLC added | 378,545 | $13M | 0.6% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 327,619 | $12M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 288,139 | $10M | 0.4% | 2026-Q2 |
| Vision Capital Corp trimmed | 285,583 | $10M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board new | 267,722 | $9M | 0.4% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 240,839 | $9M | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 236,044 | $8M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 228,199 | $8M | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 222,545 | $8M | 0.3% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 206,567 | $7M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 199,337 | $7M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 182,969 | $6M | 0.3% | 2026-Q2 |
| GSI Capital Advisors LLC added | 168,160 | $6M | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 165,559 | $6M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 165,352 | $6M | 0.2% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 156,747 | $6M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 155,900 | $6M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 153,906 | $5M | 0.2% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT trimmed | 148,699 | $5M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 132,800 | $5M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 129,490 | $5M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 117,401 | $4M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 116,605 | $4M | 0.2% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 113,175 | $4M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 112,111 | $4M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 110,474 | $4M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 107,604 | $4M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 106,873 | $4M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 100,391 | $4M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 94,531 | $3M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 90,649 | $3M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 89,881 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 89,020 | $3M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 84,148 | $3M | 0.1% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 83,179 | $3M | 0.1% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 81,988 | $3M | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 81,695 | $3M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 78,250 | $3M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 77,280 | $3M | 0.1% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 76,262 | $3M | 0.1% | 2026-Q2 |
| Greenland Capital Management LP added | 75,000 | $3M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. | 72,512 | $3M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 69,970 | $2M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 67,571 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 66,572 | $2M | 0.1% | 2026-Q2 |
| FJ Capital Management LLC trimmed | 66,542 | $2M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 65,266 | $2M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 64,996 | $2M | 0.1% | 2026-Q2 |
| STRS OHIO added | 62,900 | $2M | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 60,270 | $2M | 0.1% | 2026-Q2 |
| State of New Jersey Common Pension Fund D trimmed | 58,535 | $2M | 0.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 56,942 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 54,922 | $2M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 54,355 | $2M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 50,580 | $2M | 0.1% | 2026-Q2 |
| MACQUARIE GROUP LTD added | 50,110 | $2M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 49,583 | $2M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 49,058 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 48,590 | $2M | 0.1% | 2026-Q2 |
| Creative Planning added | 45,903 | $2M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 40,177 | $1M | 0.1% | 2026-Q2 |
| B&I Capital AG trimmed | 39,800 | $1M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 38,319 | $1M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 37,755 | $1M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 36,536 | $1M | 0.1% | 2026-Q2 |
| Moran Wealth Management, LLC trimmed | 36,242 | $1M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC added | 35,356 | $1M | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 34,958 | $1M | 0.1% | 2026-Q2 |
| Resona Asset Management Co.,Ltd. trimmed | 34,319 | $1M | 0.1% | 2026-Q2 |
| Louisiana State Employees Retirement System new | 34,200 | $1M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 33,872 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 32,764 | $1M | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.