InvenTrust Properties Ownership | Who Owns InvenTrust Properties?

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InvenTrust Properties Ownership Summary

InvenTrust Properties is owned by 76.11% institutional investors, 0.45% insiders, and 23.44% retail investors. Vanguard group is the largest institutional shareholder, holding 14.17% of IVT shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.87% of its assets in InvenTrust Properties shares.

IVT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	InvenTrust Properties	76.11%	0.45%	23.44%
Sector	Real Estate Stocks	66.62%	8.14%	25.24%
Industry	Retail REIT Stocks	76.66%	8.21%	15.13%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	9.62M	14.17%	$238.19M
Blackrock	6.74M	9.93%	$166.90M
Principal financial group	3.38M	4.98%	$83.65M
State street	2.51M	3.70%	$62.67M
Geode capital management	1.72M	2.54%	$42.70M
Charles schwab investment management	1.00M	1.48%	$24.85M
Millennium management	998.88K	1.47%	$24.73M
Morgan stanley	940.04K	1.39%	$23.28M
Dimensional fund advisors lp	812.83K	1.20%	$20.13M
Prudential financial	757.70K	1.12%	$18.76M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Makena capital management	343.04K	1.97%	$8.49M
Third avenue management	183.30K	0.78%	$4.54M
Adelante capital management	358.12K	0.70%	$8.87M
Chilton capital management	452.47K	0.51%	$11.29M
Shira ridge wealth management	25.61K	0.35%	$634.20K
Quest partners	74.81K	0.25%	$1.85M
Gallacher capital management	16.05K	0.21%	$397.47K
Smallwood wealth investment management	9.56K	0.18%	$236.75K
Harvest investment services	18.05K	0.18%	$446.84K
Carsonallaria wealth management	9.88K	0.15%	$244.72K

Top Buyers

Holder	Shares	% Assets	Change
Principal financial group	3.38M	0.05%	706.44K
Jacobs levy equity management	487.24K	0.05%	473.18K
Nuveen asset management	446.92K	0.00%	253.74K
Blackrock	6.74M	0.00%	154.96K
Qube research	246.55K	0.01%	134.95K

Top Sellers

Holder	Shares	% Assets	Change
Rush island management, lp	-	-	-569.74K
Ubs asset management americas	88.08K	0.00%	-325.36K
Morgan stanley	940.04K	0.00%	-279.42K
Van lanschot kempen investment management	214.48K	0.06%	-248.80K
Savant capital	-	-	-179.53K

New Positions

Holder	Shares	% Assets	Change	Value
D. e. shaw	37.97K	0.00%	37.97K	$940.16K
Corebridge financial	36.66K	0.01%	36.66K	$907.78K
Mirae asset global etfs	34.17K	0.00%	34.17K	$845.98K
Ifm investors pty	15.65K	0.00%	15.65K	$387.62K
Signature estate & investment advisors	12.84K	0.01%	12.84K	$317.94K

Sold Out

Holder	Change
Tfc financial management	-1.00
Group one trading	-75.00
Ibex wealth advisors	-94.00
Centerpoint advisors	-100.00
Nbc securities	-116.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	298	7.97%	52,155,347	21.32%	76	1.90%	153	15.04%	78	-13.33%
Jun 30, 2024	275	-4.18%	42,988,113	2.05%	63	1.64%	132	10.00%	90	-16.67%
Mar 31, 2024	287	5.13%	42,125,248	1.15%	62	1.63%	120	-1.64%	108	22.73%
Dec 31, 2023	273	7.91%	41,647,760	4.67%	61	1.78%	122	-	88	23.94%
Sep 30, 2023	253	6.30%	39,788,649	2.79%	58	1.79%	122	14.02%	71	-13.41%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Real Estate Index Investor	2.99M	3.87%	-6.35K
Vanguard Total Stock Mkt Idx Inv	2.27M	2.94%	-14.38K
Principal Real Estate Securities R5	2.06M	2.67%	36.82K
Vanguard Small Cap Index	1.81M	2.35%	3.55K
iShares Russell 2000 ETF	1.78M	2.30%	-3.99K
Vanguard Small Cap Value Index Inv	1.22M	1.58%	-420.00
Vanguard Institutional Extnd Mkt Idx Tr	1.13M	1.47%	-4.03K
Fidelity Small Cap Index	712.38K	0.92%	-22.65K
iShares Russell 2000 Value ETF	656.97K	0.85%	-
Principal US REIT Fund Tr-II	531.03K	0.69%	42.24K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 08, 2024	Phillips Michael Douglas	E.V.P., C.F.O. & Treasurer	Sell	$83.09K

Insider Transactions Trends

Date	Buy	Sell
2024 Q2	-	-
2024 Q1	-	1
2023 Q4	-	-
2023 Q2	-	-
2023 Q1	-	-

IVT Ownership FAQ

Who Owns InvenTrust Properties?

InvenTrust Properties shareholders are primarily institutional investors at 76.11%, followed by 0.45% insiders and 23.44% retail investors. The average institutional ownership in InvenTrust Properties's industry, Retail REIT Stocks , is 76.66%, which InvenTrust Properties falls below.

Who owns the most shares of InvenTrust Properties?

InvenTrust Properties’s largest shareholders are Vanguard group (9.62M shares, 14.17%), Blackrock (6.74M shares, 9.93%), and Principal financial group (3.38M shares, 4.98%). Together, they hold 29.08% of InvenTrust Properties’s total shares outstanding.

Does Blackrock own InvenTrust Properties?

Yes, BlackRock owns 9.93% of InvenTrust Properties, totaling 6.74M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 166.9M$. In the last quarter, BlackRock increased its holdings by 154.96K shares, a 2.35% change.

Who is InvenTrust Properties’s biggest shareholder by percentage of total assets invested?

Makena capital management is InvenTrust Properties’s biggest shareholder by percentage of total assets invested, with 1.97% of its assets in 343.04K InvenTrust Properties shares, valued at 8.49M$.

Who is the top mutual fund holder of InvenTrust Properties shares?

Vanguard Real Estate Index Investor is the top mutual fund holder of InvenTrust Properties shares, with 3.87% of its total shares outstanding invested in 2.99M InvenTrust Properties shares.

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