Position in IVT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,716,120
-$2,737,690 QoQ
Shares Held
122,000
-45.9% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 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, 2026RENAISSANCE TECHNOLOGIES LLC holds $157,285,918 across 18 REIT - Retail names. IVT ranks #11 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REG |
Regency Centers Corp
|
549,695 | $41,589,923 | |
| 2 | KIM |
Kimco Realty Corp
|
1,235,436 | $27,760,246 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
393,002 | $14,706,134 | |
| 4 | CBL |
Cbl & Associates Properties Inc
|
319,194 | $12,266,625 | |
| 5 | UE |
Urban Edge Properties
|
478,000 | $9,550,440 | |
| 6 | SKT |
Tanger Inc.
|
280,372 | $9,527,040 | |
| 7 | CURB |
Curbline Properties Corp.
|
342,501 | $8,833,100 | |
| 8 | BFS |
Saul Centers, Inc.
|
186,474 | $6,075,322 |
All Filings in IVT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,716,120 | 122,000 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $6,453,810 | 225,500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,998,260 | 364,900 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,504,132 | 323,600 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,979,056 | 331,200 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,136,431 | 216,300 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,025,672 | 122,200 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,136,501 | 83,100 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,794,072 | 70,800 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $635,727 | 26,700 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $358,670 | 15,500 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $234,000 | 10,000 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||