Position in IVT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$14,700,574
-$2,993,668 QoQ
Shares Held
482,619
-23.1% QoQ
Ownership
0.619%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 99.87567833011133.ToString("F0")%
Shared 0.ToString("F0")%
None 0.12432166988866995.ToString("F0")%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $303,209,971 across 20 REIT - Retail names. IVT ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
372,641 | $69,508,725 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
1,910,541 | $55,023,580 | |
| 3 | O |
Realty Income Corp
|
742,713 | $45,439,180 | |
| 4 | REG |
Regency Centers Corp
|
418,737 | $31,681,640 | |
| 5 | ADC |
Agree Realty Corp
|
316,090 | $23,826,863 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
621,866 | $18,879,851 | |
| 7 | MAC |
Macerich Co
|
815,501 | $15,412,968 | |
| 8 | IVT |
InvenTrust Properties Corp.
This page
|
482,619 | $14,700,574 |
All Filings in IVT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,700,574 | 482,619 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $17,694,242 | 627,233 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $29,484,638 | 1,030,211 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $23,861,316 | 870,851 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $25,844,572 | 879,965 | Shares | Defined | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||