InvenTrust Properties Corp. - Common stock, $0.001 par value (IVT) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2019 to Q4 2025

Type / Class
Equity / Common stock, $0.001 par value
Symbol
IVT on NYSE
Shares outstanding
77,283,263
Price per share
$28.21
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
55,906,316
Total reported value
$1,600,741,276
% of total 13F portfolios
0%
Share change
-95,818
Value change
-$1,584,925
Number of holders
297
Price from insider filings
$28.21
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of InvenTrust Properties Corp. - Common stock, $0.001 par value (IVT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PRINCIPAL REAL ESTATE INVESTORS LLC 5.7% $127,132,514 4,405,146 PRINCIPAL REAL ESTATE INVESTORS LLC 30 Jun 2025

As of 30 Sep 2025, 297 institutional investors reported holding 55,906,316 shares of InvenTrust Properties Corp. - Common stock, $0.001 par value (IVT). This represents 72% of the company’s total 77,283,263 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of InvenTrust Properties Corp. - Common stock, $0.001 par value (IVT) together control 59% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 15% 11,273,858 -0.95% 0% $322,657,817
BlackRock, Inc. 10% 7,790,536 +1.1% 0% $222,965,142
PRINCIPAL FINANCIAL GROUP INC 6.1% 4,732,791 +1.3% 0.07% $135,452,684
STATE STREET CORP 3.6% 2,818,266 +0.22% 0% $81,313,087
FMR LLC 2.6% 2,028,381 +7.1% 0% $58,052,277
GEODE CAPITAL MANAGEMENT, LLC 2.6% 2,008,394 +0.85% 0% $57,487,746
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.8% 1,368,302 -2.8% 0.01% $39,160,803
MILLENNIUM MANAGEMENT LLC 1.8% 1,356,958 -43% 0.03% $38,836,138
Vision Capital Corp 1.4% 1,105,874 +12% 18% $31,650,114
NEUBERGER BERMAN GROUP LLC 1.3% 1,030,211 +18% 0.02% $29,484,639
DIMENSIONAL FUND ADVISORS LP 1.3% 1,008,310 +5.1% 0.01% $28,858,238
NORTHERN TRUST CORP 1.3% 966,660 -2.1% 0% $27,665,809
Qube Research & Technologies Ltd 1.1% 849,621 +39% 0.03% $24,316,153
SCHRODER INVESTMENT MANAGEMENT GROUP 1.1% 827,917 +2.5% 0.02% $23,622,376
Hudson Bay Capital Management LP 1.1% 823,924 0.14% $23,580,705
GOLDMAN SACHS GROUP INC 1% 799,693 +11% 0% $22,887,223
Nuveen, LLC 0.98% 754,495 -12% 0.01% $21,593,647
JACOBS LEVY EQUITY MANAGEMENT, INC 0.84% 651,003 +4.9% 0.07% $18,631,706
Aberdeen Group plc 0.71% 549,136 +26% 0.02% $15,798,643
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 0.69% 530,820 +361% 0% $15,192,068
JPMORGAN CHASE & CO 0.68% 523,695 -6.4% 0% $14,988,151
Verition Fund Management LLC 0.61% 468,384 +2235% 0.08% $13,405,150
Glenmede Investment Management, LP 0.51% 394,752 0.05% $11,297,801
Mitsubishi UFJ Trust & Banking Corp 0.51% 392,619 -0.69% 0.02% $11,236,755
Legal & General Group Plc 0.5% 389,763 -8.7% 0% $11,155,016

Institutional Holders of InvenTrust Properties Corp. - Common stock, $0.001 par value (IVT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,047,689 $29,558,847 +$5,247,171 $28.21 36
2025 Q3 55,906,316 $1,600,741,276 -$1,584,925 $28.62 297
2025 Q2 55,996,959 $1,535,025,507 +$23,596,056 $27.40 300
2025 Q1 55,040,973 $1,613,188,327 +$28,214,887 $29.37 300
2024 Q4 54,030,568 $1,627,756,203 +$51,645,533 $30.13 304
2024 Q3 52,303,118 $1,486,677,933 +$253,571,678 $28.37 298
2024 Q2 42,988,130 $1,065,153,754 +$23,560,211 $24.76 273
2024 Q1 42,085,842 $1,081,800,629 +$12,375,257 $25.71 281
2023 Q4 58,764 $1,489,080 +$409,874 $25.34 3
2023 Q3 40,011,421 $953,568,041 +$24,484,403 $23.81 249
2023 Q2 38,448,129 $890,412,577 +$11,821,929 $23.14 234
2023 Q1 38,031,330 $890,601,233 +$43,296,882 $23.40 224
2022 Q4 36,341,174 $860,945,373 +$29,181,609 $23.67 237
2022 Q3 34,846,468 $743,930,069 +$11,960,856 $21.33 220
2022 Q2 34,358,633 $886,810,666 +$114,627,659 $25.79 236
2022 Q1 29,129,922 $896,583,778 +$144,716,066 $30.78 207
2021 Q4 24,876,877 $678,322,468 +$665,538,825 $27.26 196
2021 Q3 107,586 $3,009,523 +$255,785 $28.57 10
2021 Q2 95,285 $275,373 +$32,940 $2.89 2
2021 Q1 83,887 $242,433 $0 $2.89 1
2020 Q4 83,887 $242,433 +$11,849 $2.89 1
2020 Q3 79,787 $250,531 $0 $3.14 1
2020 Q2 79,787 $250,531 $0 $3.14 1
2020 Q1 79,787 $250,531 $0 $3.14 1
2019 Q4 79,787 $250,531 +$46,444 $3.14 1
2019 Q3 64,996 $204,087 $0 $3.14 1
2019 Q2 64,996 $204,087 $0 $3.14 1
2019 Q1 64,996 $204,087 $0 $3.14 1