IVT InvenTrust Properties Corp.
InvenTrust Properties Corp. (IVT) Institutional Ownership
What the institutions did with IVT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 7.3M | 42.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.2M | 12.9% |
| FMR LLC | 1.7M | 10.0% |
| DIMENSIONAL FUND ADVISORS LP | 1.1M | 6.7% |
| Bank of New York Mellon Corp | 552.0K | 3.2% |
| Aberdeen Group plc | 528.0K | 3.1% |
| Nuveen, LLC | 403.7K | 2.4% |
| CHILTON CAPITAL MANAGEMENT LLC | 274.3K | 1.6% |
| Russell Investments Group, Ltd. | 180.4K | 1.1% |
| Asset Management One Co., Ltd. | 161.0K | 0.9% |
| LPL Financial LLC | 160.9K | 0.9% |
| PICTON MAHONEY ASSET MANAGEMENT | 144.3K | 0.8% |
| Thrivent Financial for Lutherans | 120.6K | 0.7% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 113.2K | 0.7% |
| DEUTSCHE BANK AG\ | 100.5K | 0.6% |
| BARCLAYS PLC | 99.3K | 0.6% |
| EXCHANGE TRADED CONCEPTS, LLC | 76.5K | 0.5% |
| Sumitomo Mitsui Trust Group, Inc. | 76.2K | 0.4% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 76.2K | 0.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | 73.8K | 0.4% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 71.0K | 0.4% |
| HARBOR CAPITAL ADVISORS, INC. | 65.0K | 0.4% |
| State of New Jersey Common Pension Fund D | 60.7K | 0.4% |
| Cambridge Investment Research Advisors, Inc. | 59.2K | 0.3% |
| State of Alaska, Department of Revenue | 55.1K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Nuveen, LLC | Reduced | 719.5K | 403.7K | -315.8K |
| FMR LLC | Reduced | 2.0M | 1.7M | -260.3K |
| Jefferies Financial Group Inc. | Sold Out | 206.6K | 0 | -206.6K |
| CHILTON CAPITAL MANAGEMENT LLC | Reduced | 433.4K | 274.3K | -159.1K |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 7.4M | 7.3M | -149.1K |
| EXCHANGE TRADED CONCEPTS, LLC | Increased | 300 | 76.5K | +76.2K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 120.9K | 59.2K | -61.7K |
| STRS OHIO | Reduced | 62.9K | 21.7K | -41.2K |
| Illinois Municipal Retirement Fund | New | 0 | 40.1K | +40.1K |
| Squarepoint Ops LLC | Increased | 11.3K | 41.0K | +29.6K |
| Thrivent Financial for Lutherans | Reduced | 146.7K | 120.6K | -26.1K |
| CITIGROUP INC | Reduced | 65.3K | 41.1K | -24.2K |
| INTECH INVESTMENT MANAGEMENT LLC | Sold Out | 18.6K | 0 | -18.6K |
| Vanderbilt University | Sold Out | 17.3K | 0 | -17.3K |
| Russell Investments Group, Ltd. | Increased | 165.4K | 180.4K | +15.0K |
| Achmea Investment Management B.V. | New | 0 | 14.0K | +14.0K |
| State of Alaska, Department of Revenue | Reduced | 68.8K | 55.1K | -13.7K |
| DEUTSCHE BANK AG\ | Reduced | 112.1K | 100.5K | -11.6K |
| Verdence Capital Advisors LLC | Sold Out | 11.6K | 0 | -11.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 84.1K | 73.8K | -10.4K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.1M | 1.1M | +9.8K |
| BARCLAYS PLC | Increased | 89.9K | 99.3K | +9.4K |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | 22.8K | 14.9K | -7.9K |
| HighTower Advisors, LLC | Increased | 20.3K | 28.1K | +7.8K |
| HARBOR CAPITAL ADVISORS, INC. | Increased | 57.7K | 65.0K | +7.3K |
| Aberdeen Group plc | Reduced | 535.0K | 528.0K | -7.0K |
| Focus Financial Network, Inc. | Sold Out | 6.8K | 0 | -6.8K |
| OpenArc Corporate Advisory, LLC | Sold Out | 6.7K | 0 | -6.7K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 2.2M | 2.2M | -6.6K |
| Maryland State Retirement & Pension System | Increased | 11.3K | 17.6K | +6.3K |
| CIBC Asset Management Inc | Sold Out | 6.1K | 0 | -6.1K |
| Gallacher Capital Management LLC | Sold Out | 5.8K | 0 | -5.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | Reduced | 16.5K | 10.7K | -5.8K |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | 82.0K | 76.2K | -5.8K |
| Diversify Advisory Services, LLC | Sold Out | 5.6K | 0 | -5.6K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Sold Out | 5.6K | 0 | -5.6K |
| Advisor OS, LLC | Reduced | 26.2K | 20.7K | -5.5K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | Increased | 16.4K | 21.7K | +5.3K |
| Bank of New York Mellon Corp | Increased | 546.7K | 552.0K | +5.3K |
| Gross & Hartman Investments LLC | Reduced | 12.5K | 7.4K | -5.1K |
| Safe Harbor Family Capital, LLC | Reduced | 12.5K | 7.4K | -5.1K |
| Concurrent Investment Advisors, LLC | Increased | 6.0K | 10.9K | +4.9K |
| LPL Financial LLC | Reduced | 165.6K | 160.9K | -4.7K |
| PICTON MAHONEY ASSET MANAGEMENT | Reduced | 148.7K | 144.3K | -4.4K |
| Asset Management One Co., Ltd. | Increased | 156.7K | 161.0K | +4.3K |
| True North Advisors, LLC | Increased | 5.9K | 9.9K | +3.9K |
| Prime Capital Investment Advisors, LLC | Reduced | 35.0K | 31.4K | -3.6K |
| Independence Bank of Kentucky | New | 0 | 3.5K | +3.5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | Increased | 67.6K | 71.0K | +3.4K |
| Merit Financial Group, LLC | Increased | 13.7K | 17.1K | +3.3K |
| DekaBank Deutsche Girozentrale | Increased | 16.3K | 19.5K | +3.2K |
| Spire Wealth Management | Sold Out | 3.1K | 0 | -3.1K |
| Jacobi Capital Management LLC | New | 0 | 3.0K | +3.0K |
| IFM Investors Pty Ltd | Increased | 12.7K | 15.7K | +3.0K |
| Creative Planning | Reduced | 45.9K | 43.0K | -2.9K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Increased | 29.3K | 31.9K | +2.6K |
| Savant Capital, LLC | Increased | 6.7K | 9.0K | +2.3K |
| ASSETMARK, INC | Increased | 6.0K | 8.2K | +2.1K |
| State of New Jersey Common Pension Fund D | Increased | 58.5K | 60.7K | +2.1K |
| BANK OF MONTREAL /CAN/ | Increased | 6.0K | 8.1K | +2.1K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.