Position in IVT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,246,640
+$239,624 QoQ
Shares Held
106,587
-0.0% QoQ
Ownership
0.137%
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 19%
Shared 0%
None 81%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026RHUMBLINE ADVISERS holds $500,307,180 across 26 REIT - Retail names. IVT ranks #19 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
663,175 | $123,702,032 | |
| 2 | O |
Realty Income Corp
|
1,755,378 | $107,394,026 | |
| 3 | KIM |
Kimco Realty Corp
|
1,335,503 | $30,008,752 | |
| 4 | REG |
Regency Centers Corp
|
355,274 | $26,880,030 | |
| 5 | ADC |
Agree Realty Corp
|
340,248 | $25,647,894 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
843,822 | $24,302,073 | |
| 7 | NNN |
Nnn REIT, Inc.
|
525,464 | $22,085,251 | |
| 8 | FRT |
Federal Realty Investment Trust
|
168,182 | $17,862,610 |
All Filings in IVT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,246,640 | 106,587 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,007,016 | 106,594 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,609,697 | 126,125 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,006,702 | 146,230 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,872,581 | 131,855 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $4,091,563 | 135,797 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $3,463,267 | 122,075 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,912,716 | 117,638 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,091,678 | 120,252 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,991,640 | 118,060 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,819,842 | 118,431 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,736,466 | 118,257 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,727,714 | 116,569 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,656,200 | 112,218 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,394,164 | 112,244 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,724,300 | 105,634 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $397,339 | 12,909 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $366,892 | 13,459 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||