Plante Moran Financial Advisors, LLC
Position in IVT — InvenTrust Properties Corp.
CIK 1424717
SOUTHFIELD, MI
Position in IVT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$41,630
+$5,810 QoQ
Shares Held
1,176
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#250
of 339 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $171,599 across 16 REIT - Retail names. IVT ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,156 | $71,625 | |
| 2 | IVT |
InvenTrust Properties Corp.
This page
|
1,176 | $41,630 | |
| 3 | KRG |
Kite Realty Group Trust
|
1,284 | $36,439 | |
| 4 | ADC |
Agree Realty Corp
|
100 | $7,574 | |
| 5 | SPG |
Simon Property Group Inc.
|
27 | $6,038 | |
| 6 | MAC |
Macerich Co
|
77 | $1,939 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
27 | $1,123 | |
| 8 | EPRT |
Essential Properties Realty Trust, Inc.
|
34 | $1,014 |
All Filings in IVT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,630 | 1,176 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $35,820 | 1,176 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $33,174 | 1,176 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $33,657 | 1,176 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $32,222 | 1,176 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $34,539 | 1,176 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $35,432 | 1,176 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $33,363 | 1,176 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $29,117 | 1,176 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $30,234 | 1,176 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $29,799 | 1,176 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $28,000 | 1,176 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $27,212 | 1,176 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $27,518 | 1,176 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $27,835 | 1,176 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $25,084 | 1,176 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $30,329 | 1,176 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $36,197 | 1,176 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $32,057 | 1,176 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||