Cambridge Investment Research Advisors, Inc.
Position in IVT — InvenTrust Properties Corp.
CIK 1419186
FAIRFIELD, IA
Position in IVT
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,819,010
+$61,048 QoQ
Shares Held
59,718
-4.2% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Cambridge Investment Research Advisors, Inc. holds $62,629,853 across 13 REIT - Retail names. IVT ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
583,059 | $35,671,549 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
311,341 | $11,650,380 | |
| 3 | SPG |
Simon Property Group Inc.
|
28,513 | $5,318,529 | |
| 4 | IVT |
InvenTrust Properties Corp.
This page
|
59,718 | $1,819,010 | |
| 5 | ADC |
Agree Realty Corp
|
20,980 | $1,581,472 | |
| 6 | NNN |
Nnn REIT, Inc.
|
37,229 | $1,564,734 | |
| 7 | KIM |
Kimco Realty Corp
|
69,388 | $1,559,148 | |
| 8 | FRT |
Federal Realty Investment Trust
|
10,934 | $1,161,300 |
All Filings in IVT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,819,010 | 59,718 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,757,962 | 62,317 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,868,227 | 65,277 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,935,837 | 70,651 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,245,865 | 76,468 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,453,033 | 81,415 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,535,256 | 89,364 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,443,168 | 98,674 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,658,336 | 103,397 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,775,692 | 109,538 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,028,274 | 127,185 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,083,081 | 133,236 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,214,224 | 137,360 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,279,194 | 138,538 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,197,260 | 149,895 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $4,159,333 | 161,277 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $4,970,939 | 161,499 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,872,697 | 178,749 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||