IVT Institutional Ownership & Shareholders

INVENTRUST PROPERTIES CORP (IVT) is currently held by 329 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.36B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of IVT tracked by InsiderSet, reporting ownership valued at approximately $543.32M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $475.48M, representing an estimated loss of -12.49% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed IVT value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Principal Financial Group Inc, and several other long-term asset managers with concentrated positions in INVENTRUST PROPERTIES CORP (IVT).

This page ranks the largest institutional IVT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

329

Total Reported Value

$2.36B

Largest Holder

Blackrock, Inc.

Largest Position

$543.32M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

55

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.01%15,348,026$543,320,132$475,481,845-$67,838,287-12.49%
Vanguard Portfolio Management Llc0.01%7,887,958$279,233,713$244,368,939-$34,864,774-12.49%
Principal Financial Group Inc0.11%7,264,122$219,012,873$225,042,500+$6,029,627+2.75%
State Street Corp0.00%3,913,223$139,487,266$121,231,649-$18,255,617-13.09%
Vanguard Capital Management Llc0.00%3,452,072$122,203,349$106,945,191-$15,258,158-12.49%
Goldman Sachs Group Inc0.01%3,110,669$110,117,694$96,368,526-$13,749,168-12.49%
Geode Capital Management, Llc0.00%2,196,917$77,785,425$68,060,489-$9,724,936-12.50%
Fmr Llc0.00%1,956,436$69,257,827$60,610,387-$8,647,440-12.49%
Charles Schwab Investment Management Inc0.01%1,471,416$52,088,113$45,584,468-$6,503,645-12.49%
Two Sigma Investments, Lp0.04%1,328,433$47,026,528$41,154,854-$5,871,674-12.49%
Dimensional Fund Advisors Lp0.01%1,129,063$39,971,121$34,978,372-$4,992,749-12.49%
Northern Trust Corp0.00%1,029,772$36,453,928$31,902,337-$4,551,591-12.49%
Millennium Management Llc0.02%809,303$28,649,326$25,072,207-$3,577,119-12.49%
Nuveen, Llc0.01%719,505$25,470,477$22,290,265-$3,180,212-12.49%
Cbre Investment Management Listed Real Assets Llc0.34%687,891$24,351,342$21,310,863-$3,040,479-12.49%
Jpmorgan Chase & Co0.00%649,319$23,664,399$20,115,903-$3,548,496-15.00%
Schroder Investment Management Group0.02%655,096$23,583,456$20,294,874-$3,288,582-13.94%
Wellington Management Group Llp0.00%647,037$22,905,110$20,045,206-$2,859,904-12.49%
Bank Of New York Mellon Corp0.00%546,723$19,353,982$16,937,479-$2,416,503-12.49%
Aberdeen Group Plc0.03%534,988$18,938,575$16,573,928-$2,364,647-12.49%
Legal & General Group Plc0.00%519,034$18,373,802$16,079,673-$2,294,129-12.49%
Vanguard Fiduciary Trust Co0.00%517,042$18,303,287$16,017,961-$2,285,326-12.49%
Neuberger Berman Group Llc0.01%627,233$17,694,243$19,431,678+$1,737,435+9.82%
Bank Of America Corp0.00%488,615$17,296,971$15,137,293-$2,159,678-12.49%
Morgan Stanley0.00%433,125$15,332,638$13,418,213-$1,914,426-12.49%
Adelante Capital Management Llc0.88%378,545$13,400,200$11,727,324-$1,672,876-12.48%
Ameriprise Financial Inc0.00%405,112$12,887,059$12,550,370-$336,689-2.61%
Glenmede Trust Co Na0.05%327,619$11,597,712$10,149,637-$1,448,075-12.49%
Sg Americas Securities, Llc0.01%309,620$10,961,000$9,592,028-$1,368,972-12.49%
Envestnet Asset Management Inc0.00%288,139$10,200,114$8,926,546-$1,273,568-12.49%
Vision Capital Corp4.66%285,583$10,109,638$8,847,361-$1,262,277-12.49%
Public Sector Pension Investment Board0.02%267,722$9,477,359$8,294,028-$1,183,331-12.49%
Renaissance Technologies LLCJim Simons0.01%236,044$8,355,958$7,312,643-$1,043,315-12.49%
Chilton Capital Management Llc0.26%274,294$8,328,877$8,497,628+$168,751+2.03%
Citadel Advisors Llc0.00%228,199$8,078,245$7,069,605-$1,008,640-12.49%
Invesco Ltd.0.00%222,545$7,878,093$6,894,444-$983,649-12.49%
Jefferies Financial Group Inc.0.07%206,567$7,312,472$6,399,446-$913,026-12.49%
Rhumbline Advisers0.01%199,337$7,056,519$6,175,460-$881,059-12.49%
Hsbc Holdings Plc0.00%182,969$6,490,641$5,668,380-$822,261-12.67%
Gsi Capital Advisors Llc2.81%168,160$5,952,864$5,209,597-$743,267-12.49%
Lpl Financial Llc0.00%165,559$5,860,788$5,129,018-$731,770-12.49%
Russell Investments Group, Ltd.0.01%165,352$5,853,470$5,122,605-$730,865-12.49%
Swiss National Bank0.00%155,900$5,518,860$4,829,782-$689,078-12.49%
First Trust Advisors Lp0.00%153,906$5,448,272$4,768,008-$680,264-12.49%
Picton Mahoney Asset Management0.05%148,699$5,263,946$4,606,695-$657,251-12.49%
Thrivent Financial For Lutherans0.01%146,681$5,193,000$4,544,177-$648,823-12.49%
Asset Management One Co., Ltd.0.01%160,998$4,854,090$4,987,718+$133,628+2.75%
Wells Fargo & Company/Mn0.00%132,800$4,701,119$4,114,144-$586,975-12.49%
Nomura Asset Management Co Ltd0.01%129,490$4,583,946$4,011,600-$572,346-12.49%
Ubs Group Ag0.00%117,401$4,155,995$3,637,083-$518,912-12.49%
Showing 50 of 329

Frequently asked questions about IVT

  • Who are the largest institutional holders of IVT?

    The largest institutional holders of IVT reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, Principal Financial Group Inc, State Street Corp, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported IVT position.

  • What is IVT institutional ownership?

    This page tracks IVT positions reported by institutional investment managers through SEC Form 13F. INVENTRUST PROPERTIES CORP (IVT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own IVT?

    InsiderSet currently tracks 329 institutional managers reporting IVT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IVT shareholders.

  • How much IVT stock do institutions own?

    Institutional investment managers disclosed approximately $2.36B in IVT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was IVT institutional ownership last updated?

    The latest IVT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional IVT holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IVT position after the reporting date.

  • Are institutions buying or selling IVT?

    Institutional buying and selling can be analyzed by comparing IVT positions across consecutive 13F reporting periods. InsiderSet's IVT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IVT ownership changes.

  • How has IVT institutional ownership changed over time?

    InsiderSet tracks IVT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.