Prospera Financial Services Inc

Position in IVT — InvenTrust Properties Corp.

CIK 1541625 Dallas, TX

Position in IVT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$401,506

+$38,758 QoQ

Shares Held

11,342

-4.8% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#164

of 339 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Prospera Financial Services Inc holds $5,731,707 across 3 REIT - Retail names. IVT ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	19,537	$4,369,450
2	O	Realty Income Corp	15,506	$960,751
3	IVT	InvenTrust Properties Corp. This page	11,342	$401,506

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$401,506	11,342	-4.8%	Shares	Sole	2026-07-15
2026-03-31	$362,748	11,909	-3.7%	Shares	Sole	2026-04-14
2025-12-31	$348,985	12,371	-23.0%	Shares	Sole	2026-02-09
2025-09-30	$459,608	16,059	-3.1%	Shares	Sole	2025-11-06
2025-06-30	$453,935	16,567	-2.6%	Shares	Sole	2025-08-06
2025-03-31	$499,436	17,005	-0.3%	Shares	Sole	2025-05-15
2024-12-31	$513,897	17,056	-1.0%	Shares	Sole	2025-02-13
2024-09-30	$488,928	17,234	-13.5%	Shares	Sole	2024-11-07
2024-06-30	$493,367	19,926	-7.1%	Shares	Sole	2024-08-13
2024-03-31	$551,505	21,451	-3.1%	Shares	Sole	2024-08-13
2023-12-31	$560,672	22,126	-5.1%	Shares	Sole	2024-02-14
2023-09-30	$554,868	23,304	-2.6%	Shares	Sole	2023-11-13
2023-06-30	$553,855	23,935	-5.6%	Shares	Sole	2023-08-08
2023-03-31	$593,166	25,349	-4.7%	Shares	Sole	2023-05-12
2022-12-31	$629,787	26,607	-3.6%	Shares	Sole	2023-02-08
2022-09-30	$588,857	27,607	-0.8%	Shares	Sole	2022-10-27
2022-06-30	$717,374	27,816	+22.3%	Shares	Sole	2022-08-08
2022-03-31	$700,183	22,748	+22.4%	Shares	Sole	2022-05-04
2021-12-31	$506,572	18,583	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.