Position in IVT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,355,957
+$4,639,837 QoQ
Shares Held
236,044
+93.5% QoQ
Ownership
0.303%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#36
of 342 holders
Holding Since
Mar 2023
13 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 Jun 30, 2026RENAISSANCE TECHNOLOGIES LLC holds $250,213,181 across 17 REIT - Retail names. IVT ranks #10 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REG |
Regency Centers Corp
|
883,295 | $70,433,943 | |
| 2 | KIM |
Kimco Realty Corp
|
1,135,536 | $28,785,837 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
681,402 | $28,359,951 | |
| 4 | NNN |
Nnn REIT, Inc.
|
441,800 | $20,556,954 | |
| 5 | MAC |
Macerich Co
|
762,487 | $19,207,047 | |
| 6 | CBL |
Cbl & Associates Properties Inc
|
313,827 | $16,661,075 | |
| 7 | FRT |
Federal Realty Investment Trust
|
113,600 | $14,022,784 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
350,500 | $11,051,265 |
All Filings in IVT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,355,957 | 236,044 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||