Position in IVT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$236,861
-$4,208,425 QoQ
Shares Held
6,691
-96.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#202
of 339 holders
Holding Since
Jun 2024
2 quarters on record
Voting authority
Sole 83%
Shared 6%
None 11%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Savant Capital, LLC holds $10,500,378 across 6 REIT - Retail names. IVT ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
101,940 | $6,316,202 | |
| 2 | SPG |
Simon Property Group Inc.
|
13,139 | $2,938,537 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
12,956 | $539,228 | |
| 4 | SKT |
Tanger Inc.
|
6,708 | $264,764 | |
| 5 | IVT |
InvenTrust Properties Corp.
This page
|
6,691 | $236,861 | |
| 6 | FRT |
Federal Realty Investment Trust
|
1,659 | $204,786 |
All Filings in IVT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,861 | 6,691 | Shares | Sole | 2026-08-10 | |
| 2024-06-30 | $4,445,286 | 179,535 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||