InvenTrust Properties Ownership | Who Owns InvenTrust Properties?

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InvenTrust Properties Ownership Summary

InvenTrust Properties is owned by 74.03% institutional investors, 0.80% insiders, and 25.16% retail investors. Vanguard group is the largest institutional shareholder, holding 15.65% of IVT shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.80% of its assets in InvenTrust Properties shares.

IVT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	InvenTrust Properties	74.03%	0.80%	25.16%
Sector	Real Estate Stocks	55.70%	8.24%	36.06%
Industry	Retail REIT Stocks	68.11%	8.29%	23.61%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	10.72M	15.65%	$323.14M
Blackrock funding, inc. /de	7.66M	11.18%	$230.76M
Blackrock	6.74M	9.93%	$166.90M
Principal financial group	4.36M	6.37%	$131.45M
State street	2.51M	3.70%	$62.67M
Millennium management	2.46M	3.59%	$74.04M
Geode capital management	1.94M	2.83%	$58.37M
Fmr	1.36M	1.98%	$40.93M
Charles schwab investment management	1.28M	1.86%	$38.51M
Nuveen asset management	1.19M	1.74%	$35.97M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Gsi capital advisors	177.37K	2.83%	$5.34M
Makena capital management	265.21K	1.30%	$7.99M
Adelante capital management	424.77K	0.84%	$12.80M
Jackson creek investment advisors	50.72K	0.46%	$1.53M
Vision capital	89.54K	0.44%	$2.70M
Calton & associates	27.30K	0.36%	$822.61K
Chilton capital management	266.03K	0.34%	$8.06M
Sandia investment management lp	5.00K	0.28%	$150.65K
Significant wealth partners	18.11K	0.28%	$545.58K
Centersquare investment management	880.63K	0.28%	$26.53M

Top Buyers

Holder	Shares	% Assets	Change
Millennium management	2.46M	0.04%	839.54K
Fmr	1.36M	0.00%	777.88K
Blackrock funding, inc. /de	7.66M	0.00%	669.62K
Jacobs levy equity management	487.24K	0.05%	473.18K
Nuveen asset management	1.19M	0.01%	315.38K

Top Sellers

Holder	Shares	% Assets	Change
Rush island management, lp	-	-	-569.74K
Ghisallo capital management	100.00K	0.17%	-400.00K
Centersquare investment management	880.63K	0.28%	-367.78K
Ubs asset management americas	107.94K	0.00%	-354.94K
Alyeska investment group	-	-	-320.13K

New Positions

Holder	Shares	% Assets	Change	Value
Raymond james financial	235.94K	0.00%	235.94K	$7.11M
Norges bank	125.30K	0.00%	125.30K	$3.78M
Vision capital	89.54K	0.44%	89.54K	$2.70M
Susquehanna fundamental investments	40.05K	0.02%	40.05K	$1.21M
Gamco investors, inc. et al	28.50K	0.01%	28.50K	$858.71K

Sold Out

Holder	Change
Srs capital advisors	-30.00
Castleview partners	-56.00
Group one trading	-75.00
Ibex wealth advisors	-94.00
Ancora advisors	-94.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	273	-9.30%	50,730,846	-2.76%	74	1.28%	149	-3.25%	74	-6.33%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Real Estate Index Investor	2.95M	3.80%	-38.62K
Vanguard US Total Market Shares ETF	2.28M	2.95%	261.38K
Vanguard Total Stock Mkt Idx Inv	2.27M	2.93%	1.85K
iShares Russell 2000 ETF	2.07M	2.67%	-17.93K
Principal Real Estate Securities R5	2.06M	2.66%	-
Vanguard Small Cap Index	1.84M	2.38%	1.50K
Vanguard Institutional Extnd Mkt Idx Tr	1.16M	1.50%	1.58K
Fidelity Small Cap Index	779.34K	1.01%	-14.60K
iShares Russell 2000 Value ETF	710.11K	0.92%	-
Vanguard Small Cap Value Index Inv	607.30K	0.78%	-1.96K

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
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	1

IVT Ownership FAQ

Who Owns InvenTrust Properties?

InvenTrust Properties shareholders are primarily institutional investors at 74.03%, followed by 0.80% insiders and 25.17% retail investors. The average institutional ownership in InvenTrust Properties's industry, Retail REIT Stocks , is 68.11%, which InvenTrust Properties exceeds.

Who owns the most shares of InvenTrust Properties?

InvenTrust Properties’s largest shareholders are Vanguard group (10.72M shares, 15.65%), Blackrock funding, inc. /de (7.66M shares, 11.18%), and Blackrock (6.74M shares, 9.93%). Together, they hold 36.76% 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?

Gsi capital advisors is InvenTrust Properties’s biggest shareholder by percentage of total assets invested, with 2.83% of its assets in 177.37K InvenTrust Properties shares, valued at 5.34M$.

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 3.80% of its total shares outstanding invested in 2.95M InvenTrust Properties shares.

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