Position in IVT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,362,536
+$312,335 QoQ
Shares Held
44,732
+20.2% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026Creative Planning holds $141,217,105 across 25 REIT - Retail names. IVT ranks #12 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
520,801 | $31,862,605 | |
| 2 | SPG |
Simon Property Group Inc.
|
121,649 | $22,691,187 | |
| 3 | NNN |
Nnn REIT, Inc.
|
452,534 | $19,020,003 | |
| 4 | ADC |
Agree Realty Corp
|
211,993 | $15,980,031 | |
| 5 | REG |
Regency Centers Corp
|
155,192 | $11,741,826 | |
| 6 | FRT |
Federal Realty Investment Trust
|
95,267 | $10,118,308 | |
| 7 | KIM |
Kimco Realty Corp
|
368,127 | $8,271,813 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
231,237 | $6,659,625 |
All Filings in IVT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,362,536 | 44,732 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,050,201 | 37,228 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,063,605 | 37,163 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $964,343 | 35,195 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,069,537 | 36,416 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,096,430 | 36,390 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,083,024 | 38,175 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,011,743 | 40,862 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $989,886 | 38,502 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,043,450 | 41,178 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $974,067 | 40,910 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $875,247 | 37,824 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $832,548 | 35,579 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $890,134 | 37,606 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $711,398 | 33,352 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $861,102 | 33,389 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $991,085 | 32,199 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $717,755 | 26,330 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||