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Equibles

Cambridge Investment Research Advisors, Inc.

Position in IVT — InvenTrust Properties Corp.

CIK 1419186 FAIRFIELD, IA
Back to IVT Full portfolio

Position in IVT

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$2,140,284
+$321,274 QoQ
Shares Held
60,460
+1.2% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#82
of 342 holders
Holding Since
Dec 2021
19 quarters on record

Common Shares in IVT Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

Cambridge Investment Research Advisors, Inc. holds $67,036,160 across 13 REIT - Retail names. IVT ranks #4 (3.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 O
Realty Income Corp
 589,014 $36,495,307
2 PECO
Phillips Edison & Company, Inc.
 302,576 $12,593,213
3 SPG
Simon Property Group Inc.
 28,811 $6,443,580
4 IVT
InvenTrust Properties Corp.
This page 		60,460 $2,140,284
5 NNN
Nnn REIT, Inc.
 40,538 $1,886,233
6 KIM
Kimco Realty Corp
 69,109 $1,751,913
7 ADC
Agree Realty Corp
 22,573 $1,709,679
8 FRT
Federal Realty Investment Trust
 11,586 $1,430,175

All Filings in IVT

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,140,284 60,460
2026-03-31 $1,819,010 59,718
2025-12-31 $1,757,962 62,317
2025-09-30 $1,868,227 65,277
2025-06-30 $1,935,837 70,651
2025-03-31 $2,245,865 76,468
2024-12-31 $2,453,033 81,415
2024-09-30 $2,535,256 89,364
2024-06-30 $2,443,168 98,674
2024-03-31 $2,658,336 103,397
2023-12-31 $2,775,692 109,538
2023-09-30 $3,028,274 127,185
2023-06-30 $3,083,081 133,236
2023-03-31 $3,214,224 137,360
2022-12-31 $3,279,194 138,538
2022-09-30 $3,197,260 149,895
2022-06-30 $4,159,333 161,277
2022-03-31 $4,970,939 161,499
2021-12-31 $4,872,697 178,749