Waverly Advisors, LLC

Position in IVT — InvenTrust Properties Corp.

CIK 1568787 BIRMINGHAM, AL

Position in IVT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$410,002

+$2,295 QoQ

Shares Held

11,582

-13.5% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#164

of 342 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 24% Shared 0% None 76%

Real Estate · as of Jun 30, 2026

Waverly Advisors, LLC holds $7,852,379 across 6 REIT - Retail names. IVT ranks #6 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	52,743	$3,267,956
2	SPG	Simon Property Group Inc.	7,132	$1,595,071
3	PECO	Phillips Edison & Company, Inc.	34,807	$1,448,667
4	NNN	Nnn REIT, Inc.	14,166	$659,143
5	FRT	Federal Realty Investment Trust	3,820	$471,540
6	IVT	InvenTrust Properties Corp. This page	11,582	$410,002

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$410,002	11,582	-13.5%	Shares	Sole	2026-08-14
2026-03-31	$407,707	13,385	-0.7%	Shares	Sole	2026-05-15
2025-12-31	$380,242	13,479	-4.5%	Shares	Sole	2026-02-17
2025-09-30	$403,770	14,108	+0.3%	Shares	Sole	2025-11-14
2025-06-30	$385,545	14,071	-10.3%	Shares	Sole	2025-08-14
2025-03-31	$460,580	15,682	-26.4%	Shares	Sole	2025-05-15
2024-12-31	$641,889	21,304	-2.5%	Shares	Sole	2025-02-14
2024-09-30	$619,969	21,853	+0.0%	Shares	Sole	2024-11-14
2024-06-30	$540,931	21,847	+3.8%	Shares	Sole	2024-08-14
2024-03-31	$541,118	21,047	+37.4%	Shares	Sole	2024-05-15
2023-12-31	$388,056	15,314	+0.0%	Shares	Sole	2024-02-14
2023-09-30	$364,507	15,309	+0.7%	Shares	Sole	2023-11-14
2023-06-30	$351,843	15,205	+118.9%	Shares	Sole	2023-08-15
2022-03-31	$213,828	6,947	—	Shares	Sole	2022-05-17
No filing history on record for this holder in this stock.