Position in IVT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$331,627
+$50,939 QoQ
Shares Held
9,368
+1.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#180
of 342 holders
Holding Since
Dec 2021
19 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 Jun 30, 2026Allworth Financial LP holds $26,118,664 across 25 REIT - Retail names. IVT ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
280,847 | $17,401,280 | |
| 2 | SPG |
Simon Property Group Inc.
|
18,256 | $4,082,954 | |
| 3 | NNN |
Nnn REIT, Inc.
|
18,340 | $853,360 | |
| 4 | REG |
Regency Centers Corp
|
9,652 | $769,650 | |
| 5 | FRT |
Federal Realty Investment Trust
|
5,554 | $685,585 | |
| 6 | GTY |
Getty Realty Corp /Md/
|
20,308 | $677,474 | |
| 7 | KRG |
Kite Realty Group Trust
|
17,363 | $492,761 | |
| 8 | IVT |
InvenTrust Properties Corp.
This page
|
9,368 | $331,627 |
All Filings in IVT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,627 | 9,368 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $280,688 | 9,215 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $233,353 | 8,272 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $253,086 | 8,843 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $246,134 | 8,983 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $296,578 | 10,098 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $270,928 | 8,992 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $244,237 | 8,609 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $277,089 | 11,191 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $209,150 | 8,135 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $205,330 | 8,103 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $178,551 | 7,499 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $158,323 | 6,842 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $160,828 | 6,873 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $151,890 | 6,417 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $136,213 | 6,386 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $192,625 | 7,469 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $256,551 | 8,335 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $256,462 | 9,408 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||