INVENTRUST PPTYS CORP (IVT)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
320
Reporting holders
$2.5B
Reported value
90.0%
Of shares outstanding
0.0%
Held as options
+18
Holder change
Institutions report 70,174,532 shares against 77,978,431 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $543.3M | 15,348,026 | 0.01% | 8q | +58.7%+$201.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $279.2M | 7,887,958 | 0.01% | 2q | +12.3%+$30.5M |
| PRINCIPAL FINANCIAL GROUP INC | $262.4M | 7,413,225 | 0.13% | 19q | -4.1%-$11.2M |
| STATE STREET CORP | $139.5M | 3,913,223 | 0.00% | 19q | +46.1%+$44.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $122.2M | 3,452,072 | 0.00% | 2q | +1.5%+$1.8M |
| GOLDMAN SACHS GROUP INC | $110.1M | 3,110,669 | 0.01% | 18q | +182.9%+$71.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $77.8M | 2,196,917 | 0.00% | 19q | +6.3%+$4.6M |
| FMR LLC | $69.3M | 1,956,436 | 0.00% | 17q | -7.1%-$5.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $52.1M | 1,471,416 | 0.01% | 19q | +4.8%+$2.4M |
| Sixth Street Partners Management Company, L.P. | $52.1M | 1,471,416 | 0.01% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $47.0M | 1,328,433 | 0.03% | 10q | +81.2%+$21.1M |
| DIMENSIONAL FUND ADVISORS LP | $40.0M | 1,129,063 | 0.01% | 17q | +5.4%+$2.0M |
| NORTHERN TRUST CORP | $36.5M | 1,029,772 | 0.00% | 19q | +12.7%+$4.1M |
| MILLENNIUM MANAGEMENT LLC | $28.6M | 809,303 | 0.01% | 15q | -36.9%-$16.7M |
| Nuveen, LLC | $25.5M | 719,505 | 0.01% | 6q | +0.7%+$188.2K |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $24.4M | 687,891 | 0.34% | new | NEW |
| JPMORGAN CHASE & CO | $23.7M | 649,319 | 0.00% | 19q | +20.0%+$3.9M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $23.6M | 655,096 | 0.02% | 8q | -9.3%-$2.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $22.9M | 647,037 | 0.00% | 2q | +1843.1%+$21.7M |
| Bank of New York Mellon Corp | $19.4M | 546,723 | 0.00% | 19q | +61.7%+$7.4M |
| Public Sector Pension Investment Board | $19.0M | 535,444 | 0.02% | new | NEW |
| Aberdeen Group plc | $18.9M | 534,988 | 0.03% | 19q | +3.2%+$580.8K |
| Legal & General Group Plc | $18.4M | 519,034 | 0.00% | 19q | +28.5%+$4.1M |
| VANGUARD FIDUCIARY TRUST CO | $18.3M | 517,042 | 0.00% | 2q | +3.1%+$542.5K |
| BANK OF AMERICA CORP /DE/ | $17.3M | 488,615 | 0.00% | 19q | +99.5%+$8.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $16.7M | 471,366 | 0.00% | 19q | +19523.9%+$16.6M |
| CHILTON CAPITAL MANAGEMENT LLC | $15.4M | 433,403 | 0.49% | 19q | +2.1%+$319.4K |
| MORGAN STANLEY | $15.3M | 433,125 | 0.00% | 19q | +96.2%+$7.5M |
| NEUBERGER BERMAN GROUP LLC | $14.2M | 402,377 | 0.01% | 6q | -16.6%-$2.8M |
| Adelante Capital Management LLC | $13.4M | 378,545 | 0.88% | 12q | +14.7%+$1.7M |
| AMERIPRISE FINANCIAL INC | $12.9M | 405,112 | 0.00% | 19q | -38.6%-$8.1M |
| GLENMEDE TRUST CO NA | $11.6M | 327,619 | 0.05% | 3q | -4.2%-$509.4K |
| ENVESTNET ASSET MANAGEMENT INC | $10.2M | 288,139 | 0.00% | 19q | +1.6%+$160.4K |
| Vision Capital Corp | $10.1M | 285,583 | 3.27% | 7q | -60.2%-$15.3M |
| Mitsubishi UFJ Trust & Banking Corp | $8.5M | 240,839 | 0.02% | 18q | -41.3%-$6.0M |
| RENAISSANCE TECHNOLOGIES LLC | $8.4M | 236,044 | 0.01% | 2q | +93.5%+$4.0M |
| CITADEL ADVISORS LLC | $8.1M | 228,199 | 0.00% | 19q | +0.9%+$71.6K |
| Invesco Ltd. | $7.9M | 222,545 | 0.00% | 19q | +14.6%+$1.0M |
| Jefferies Financial Group Inc. | $7.3M | 206,567 | 0.05% | new | NEW |
| RHUMBLINE ADVISERS | $7.1M | 199,337 | 0.01% | 19q | +87.0%+$3.3M |
| HSBC HOLDINGS PLC | $6.5M | 182,969 | 0.00% | 19q | +26.9%+$1.4M |
| GSI Capital Advisors LLC | $6.0M | 168,160 | 2.81% | 8q | +1.6%+$95.0K |
| LPL Financial LLC | $5.9M | 165,559 | 0.00% | 17q | -3.6%-$219.8K |
| Russell Investments Group, Ltd. | $5.9M | 165,352 | 0.01% | 16q | -33.7%-$3.0M |
| Asset Management One Co., Ltd. | $5.5M | 156,747 | 0.01% | 19q | +10.4%+$520.8K |
| Swiss National Bank | $5.5M | 155,900 | 0.00% | 17q | +1.8%+$99.1K |
| FIRST TRUST ADVISORS LP | $5.4M | 153,906 | 0.00% | 18q | +26.6%+$1.1M |
| PICTON MAHONEY ASSET MANAGEMENT | $5.3M | 148,699 | 0.04% | 6q | -6.8%-$384.2K |
| Corient Private Wealth LP | $4.7M | 133,144 | 0.00% | 3q | +100.4%+$2.4M |
| WELLS FARGO & COMPANY/MN | $4.7M | 132,800 | 0.00% | 19q | -29.6%-$2.0M |
| NOMURA ASSET MANAGEMENT CO LTD | $4.6M | 129,490 | 0.01% | 18q | +8.3%+$350.8K |
| UBS Group AG | $4.2M | 117,401 | 0.00% | 19q | -4.9%-$211.9K |
| ROYAL BANK OF CANADA | $4.1M | 116,605 | 0.00% | 19q | +3.3%+$133.2K |
| DEUTSCHE BANK AG\ | $4.0M | 112,111 | 0.00% | 19q | +10.1%+$363.6K |
| FRANKLIN RESOURCES INC | $3.9M | 110,474 | 0.00% | 4q | +8.4%+$302.1K |
| Quantinno Capital Management LP | $3.8M | 107,604 | 0.00% | 5q | +13.2%+$443.1K |
| RAYMOND JAMES FINANCIAL INC | $3.6M | 100,391 | 0.00% | 7q | +2.6%+$91.4K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $3.2M | 90,649 | 0.01% | 10q | -31.8%-$1.5M |
| BARCLAYS PLC | $3.2M | 89,881 | 0.00% | 18q | -38.2%-$2.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.0M | 84,148 | 0.00% | 19q | -9.7%-$319.2K |
| PANAGORA ASSET MANAGEMENT INC | $2.9M | 83,179 | 0.01% | 6q | -20.0%-$737.0K |
| Sumitomo Mitsui Trust Group, Inc. | $2.9M | 81,988 | 0.00% | 17q | -2.0%-$57.9K |
| MARTINGALE ASSET MANAGEMENT L P | $2.9M | 81,695 | 0.07% | 11q | -21.1%-$772.9K |
| ALLIANCEBERNSTEIN L.P. | $2.9M | 94,531 | 0.00% | 19q | +6.1%+$164.9K |
| PRUDENTIAL FINANCIAL INC | $2.8M | 78,250 | 0.00% | 2q | +532.1%+$2.3M |
| OSAIC HOLDINGS, INC. | $2.7M | 77,280 | 0.00% | 19q | +28.1%+$600.9K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $2.7M | 76,262 | 0.01% | 11q | +117.2%+$1.5M |
| Greenland Capital Management LP | $2.7M | 75,000 | 0.33% | 4q | +56.2%+$955.8K |
| Vanguard Investments Australia, Ltd. | $2.6M | 72,512 | 0.01% | 2q | HELD |
| Cetera Investment Advisers | $2.5M | 69,970 | 0.00% | 10q | HELD |
| Mitsubishi UFJ Asset Management Co., Ltd. | $2.4M | 67,571 | 0.00% | 18q | +5.2%+$118.0K |
| FJ Capital Management LLC | $2.4M | 66,542 | 0.31% | 4q | -40.6%-$1.6M |
| CITIGROUP INC | $2.3M | 65,266 | 0.00% | 19q | +41.4%+$676.2K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $2.3M | 64,996 | 0.00% | 17q | +6.3%+$135.7K |
| STRS OHIO | $2.2M | 62,900 | 0.01% | 19q | +11.7%+$233.6K |
| Verition Fund Management LLC | $2.2M | 61,138 | 0.01% | 2q | -56.3%-$2.8M |
| Quantbot Technologies LP | $2.1M | 60,270 | 0.08% | 3q | +466.7%+$1.8M |
| State of New Jersey Common Pension Fund D | $2.1M | 58,535 | 0.01% | 17q | -24.1%-$659.6K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.0M | 56,942 | 0.00% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.9M | 54,922 | 0.00% | 2q | +8.6%+$153.1K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $1.9M | 54,355 | 0.00% | 3q | +1.9%+$36.0K |
| XTX Topco Ltd | $1.8M | 50,580 | 0.02% | new | NEW |
| MACQUARIE GROUP LTD | $1.8M | 50,110 | 0.01% | 19q | +3.7%+$62.9K |
| SEI INVESTMENTS CO | $1.8M | 49,583 | 0.00% | 14q | -53.4%-$2.0M |
| AQR CAPITAL MANAGEMENT LLC | $1.7M | 49,058 | 0.00% | 7q | +27.3%+$372.2K |
| MetLife Investment Management, LLC | $1.7M | 48,590 | 0.01% | 17q | +5.1%+$83.8K |
| Amundi | $1.6M | 45,954 | 0.00% | 19q | +4.1%+$64.3K |
| Creative Planning | $1.6M | 45,903 | 0.00% | 19q | +2.6%+$41.5K |
| Qube Research & Technologies Ltd | $1.4M | 40,177 | 0.00% | 12q | -95.7%-$31.5M |
| B&I Capital AG | $1.4M | 39,800 | 3.11% | 3q | -87.2%-$9.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.4M | 38,319 | 0.00% | 17q | +9.9%+$122.0K |
| AMERICAN CENTURY COMPANIES INC | $1.3M | 37,755 | 0.00% | 15q | +8.6%+$106.0K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.3M | 36,536 | 0.00% | 9q | HELD |
| Moran Wealth Management, LLC | $1.3M | 36,242 | 0.03% | 5q | -3.0%-$39.8K |
| Cresset Asset Management, LLC | $1.3M | 35,356 | 0.00% | 10q | +109.8%+$659.5K |
| Resona Asset Management Co.,Ltd. | $1.2M | 34,319 | 0.01% | 10q | HELD |
| Prime Capital Investment Advisors, LLC | $1.2M | 34,958 | 0.01% | 19q | HELD |
| Louisiana State Employees Retirement System | $1.2M | 34,200 | 0.01% | new | NEW |
| Jupiter Topco LLC | $1.2M | 33,872 | 0.00% | new | FIRST |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 32,764 | 0.00% | 14q | +3.3%+$36.5K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 5.0% |
| 2026-07-28 | 13G/A | BlackRock, Inc. | 14.4% |
| 2026-07-17 | 13G | BlackRock Portfolio Management LLC | 5.3% |
| 2026-07-07 | 13G/A | Vanguard Portfolio Management | 10.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 320 | $2.5B | 70,174,532 | 50 | 113 | 83 | 0.0% |
| Q1 2026 | 302 | $1.8B | 60,213,769 | 47 | 90 | 78 | 0.0% |
| Q4 2025 | 276 | $1.7B | 59,686,432 | 30 | 85 | 85 | 0.0% |
| Q3 2025 | 277 | $1.6B | 55,564,784 | 27 | 90 | 84 | 0.0% |
| Q2 2025 | 276 | $1.5B | 54,632,633 | 28 | 75 | 96 | 0.1% |
| Q1 2025 | 275 | $1.6B | 53,554,832 | 32 | 83 | 92 | 0.1% |
| Q4 2024 | 283 | $1.6B | 52,709,437 | 35 | 100 | 77 | 0.0% |
| Q3 2024 | 275 | $1.5B | 51,462,157 | 42 | 86 | 73 | 0.1% |
| Q2 2024 | 255 | $1.0B | 42,314,472 | 23 | 87 | 75 | 0.2% |
| Q1 2024 | 256 | $1.1B | 43,848,336 | 40 | 58 | 92 | 0.3% |
| Q4 2023 | 239 | $1.1B | 42,520,443 | 33 | 63 | 70 | 0.1% |
| Q3 2023 | 221 | $928.9M | 39,024,930 | 24 | 71 | 54 | 0.1% |
| Q2 2023 | 205 | $869.0M | 37,580,867 | 20 | 60 | 67 | 0.1% |
| Q1 2023 | 192 | $851.1M | 36,486,039 | 16 | 57 | 63 | 0.1% |
| Q4 2022 | 196 | $782.8M | 33,100,607 | 31 | 57 | 56 | 0.1% |
| Q3 2022 | 228 | $747.4M | 34,968,839 | 24 | 70 | 71 | 0.1% |
| Q2 2022 | 243 | $887.6M | 34,368,242 | 76 | 59 | 59 | 0.1% |
| Q1 2022 | 210 | $898.4M | 29,151,244 | 61 | 54 | 47 | 0.1% |
| Q4 2021 | 199 | $679.5M | 24,895,496 | 179 | 3 | 3 | 0.1% |
| Q3 2021 | 10 | $3.0M | 107,586 | 8 | 0 | 2 | 0.0% |
| Q2 2021 | 3 | $473.9K | 163,989 | 1 | 0 | 0 | 0.0% |
| Q1 2021 | 2 | $441.0K | 152,591 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 2 | $458.2K | 152,591 | 0 | 1 | 1 | 0.0% |
| Q3 2020 | 2 | $550.9K | 175,441 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 2 | $550.9K | 175,441 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 2 | $550.9K | 175,441 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 2 | $550.9K | 175,441 | 0 | 1 | 0 | 0.0% |
| Q3 2019 | 1 | $204.1K | 64,996 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $204.1K | 64,996 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $204.1K | 64,996 | 0 | 0 | 0 | 0.0% |