InvenTrust Properties Ownership | Who Owns InvenTrust Properties?

Overview Forecast RevenueFinancials Chart Transcripts

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 3.85% 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	66.63%	8.14%	25.23%
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
Calton & associates	27.30K	0.36%	$822.61K
Shira ridge wealth management	18.57K	0.27%	$559.48K
Quest partners	74.81K	0.25%	$1.85M
Gallacher capital management	16.05K	0.21%	$397.47K
Smallwood wealth investment management	9.28K	0.19%	$279.47K
Harvest investment services	18.05K	0.18%	$446.84K

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
International assets investment management	8.44K	0.02%	-253.22K
Van lanschot kempen investment management	214.48K	0.06%	-248.80K

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
Entropy technologies, lp	17.80K	0.06%	17.80K	$536.19K
Ifm investors pty	15.65K	0.00%	15.65K	$387.62K

Sold Out

Holder	Change
Castleview partners	-56.00
Group one trading	-75.00
Ibex wealth advisors	-94.00
Centerpoint advisors	-100.00
Mfa wealth advisors	-108.00

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	2.97M	3.85%	-1.25K
Vanguard Total Stock Mkt Idx Inv	2.26M	2.93%	3.06K
iShares Russell 2000 ETF	2.09M	2.71%	-8.03K
Principal Real Estate Securities R5	2.06M	2.67%	-
Vanguard Small Cap Index	1.84M	2.38%	14.46K
Vanguard Institutional Extnd Mkt Idx Tr	1.16M	1.50%	22.48K
iShares Russell 2000 Value ETF	738.12K	0.96%	-20.66K
Fidelity Small Cap Index	712.79K	0.92%	788.00
Vanguard Small Cap Value Index Inv	610.40K	0.79%	-622.49K
Principal US REIT Fund Tr-II	554.12K	0.72%	10.18K

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 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	1
2023 Q4	-	-

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 3.85% of its total shares outstanding invested in 2.97M InvenTrust Properties shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools