SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in IVT — InvenTrust Properties Corp.
CIK 1531593
NEW YORK, NY
Position in IVT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$29,063
New position
Shares Held
821
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#262
of 339 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $1,357,491 across 11 REIT - Retail names. IVT ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,681 | $375,955 | |
| 2 | NTST |
NETSTREIT Corp.
|
12,803 | $270,527 | |
| 3 | KRG |
Kite Realty Group Trust
|
7,600 | $215,688 | |
| 4 | SKT |
Tanger Inc.
|
5,464 | $215,664 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
3,172 | $100,013 | |
| 6 | KIM |
Kimco Realty Corp
|
2,681 | $67,963 | |
| 7 | AKR |
Acadia Realty Trust
|
3,060 | $63,984 | |
| 8 | IVT |
InvenTrust Properties Corp.
This page
|
821 | $29,063 |
All Filings in IVT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,063 | 821 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||