Position in IVT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$464,518
+$64,822 QoQ
Shares Held
13,122
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#151
of 339 holders
Holding Since
Mar 2026
2 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, 2026SUN LIFE FINANCIAL INC holds $3,102,256 across 7 REIT - Retail names. IVT ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
6,535 | $1,461,552 | |
| 2 | IVT |
InvenTrust Properties Corp.
This page
|
13,122 | $464,518 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
10,630 | $442,420 | |
| 4 | KRG |
Kite Realty Group Trust
|
10,705 | $303,807 | |
| 5 | KIM |
Kimco Realty Corp
|
5,911 | $149,843 | |
| 6 | REG |
Regency Centers Corp
|
1,773 | $141,379 | |
| 7 | AKR |
Acadia Realty Trust
|
6,635 | $138,737 |
All Filings in IVT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,518 | 13,122 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $399,696 | 13,122 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||