Position in IVT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$379,346
+$64,146 QoQ
Shares Held
10,716
+3.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#174
of 342 holders
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 Jun 30, 2026Private Advisor Group, LLC holds $14,157,022 across 10 REIT - Retail names. IVT ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
24,932 | $5,576,041 | |
| 2 | O |
Realty Income Corp
|
72,953 | $4,520,167 | |
| 3 | KIM |
Kimco Realty Corp
|
45,387 | $1,150,560 | |
| 4 | NNN |
Nnn REIT, Inc.
|
19,022 | $885,093 | |
| 5 | FRT |
Federal Realty Investment Trust
|
4,627 | $571,156 | |
| 6 | IVT |
InvenTrust Properties Corp.
This page
|
10,716 | $379,346 | |
| 7 | SKT |
Tanger Inc.
|
7,785 | $307,273 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
9,464 | $298,399 |
All Filings in IVT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,346 | 10,716 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $315,200 | 10,348 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $301,423 | 10,685 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $325,523 | 11,374 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $309,647 | 11,301 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $375,583 | 12,788 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $406,634 | 13,496 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $407,194 | 14,353 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $363,823 | 14,694 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $373,463 | 14,526 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $387,752 | 15,302 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $368,578 | 15,480 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $341,523 | 14,759 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $347,185 | 14,837 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $358,860 | 15,161 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $442,576 | 20,749 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $532,589 | 20,651 | Shares | Sole | 2022-07-13 | |
| 2021-12-31 | $270,909 | 9,938 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||