Position in IVT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,437,166
+$7,510 QoQ
Shares Held
112,842
-7.2% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026ROYAL BANK OF CANADA holds $634,375,682 across 26 REIT - Retail names. IVT ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,689,330 | $315,110,719 | |
| 2 | O |
Realty Income Corp
|
3,138,201 | $191,995,134 | |
| 3 | KIM |
Kimco Realty Corp
|
1,791,318 | $40,250,913 | |
| 4 | FRT |
Federal Realty Investment Trust
|
226,880 | $24,096,922 | |
| 5 | NNN |
Nnn REIT, Inc.
|
384,950 | $16,179,444 | |
| 6 | REG |
Regency Centers Corp
|
189,131 | $14,309,648 | |
| 7 | ADC |
Agree Realty Corp
|
119,895 | $9,037,682 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
152,244 | $4,384,625 |
All Filings in IVT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,437,166 | 112,842 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,429,656 | 121,576 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,681,720 | 93,701 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,125,992 | 77,591 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $2,273,795 | 77,419 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $2,549,840 | 84,628 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,562,773 | 90,334 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,297,857 | 133,193 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $3,587,289 | 139,529 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $3,979,950 | 157,062 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,558,760 | 149,465 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,261,905 | 140,964 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,321,067 | 141,926 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,437,971 | 145,246 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,670,769 | 125,212 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,267,661 | 87,928 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,359,389 | 109,142 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,125,624 | 77,976 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||