Perigon Wealth Management, LLC

Position in IVT — InvenTrust Properties Corp.

CIK 1575239 SAN FRANCISCO, CA

Position in IVT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$352,867

+$34,774 QoQ

Shares Held

9,968

-4.5% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#175

of 339 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $5,410,582 across 6 REIT - Retail names. IVT ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	8,223	$1,839,073
2	BRX	Brixmor Property Group Inc.	46,090	$1,453,217
3	O	Realty Income Corp	19,371	$1,200,227
4	IVT	InvenTrust Properties Corp. This page	9,968	$352,867
5	MAC	Macerich Co	11,916	$300,164
6	NNN	Nnn REIT, Inc.	5,696	$265,034

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$352,867	9,968	-4.5%	Shares	Sole	2026-08-07
2026-03-31	$318,093	10,443	-4.9%	Shares	Sole	2026-04-10
2025-12-31	$309,632	10,976	-3.7%	Shares	Sole	2026-01-16
2025-09-30	$326,153	11,396	-1.6%	Shares	Sole	2025-10-17
2025-06-30	$317,264	11,579	-0.4%	Shares	Sole	2025-07-16
2025-03-31	$341,308	11,621	-1.6%	Shares	Sole	2025-04-23
2024-12-31	$355,835	11,810	+0.3%	Shares	Sole	2025-01-22
2024-09-30	$334,028	11,774	-3.0%	Shares	Sole	2024-10-16
2024-06-30	$300,512	12,137	-3.5%	Shares	Sole	2024-08-02
2024-03-31	$323,226	12,572	-11.5%	Shares	Sole	2024-04-29
2023-12-31	$360,157	14,213	-6.3%	Shares	Sole	2024-01-29
2023-09-30	$361,031	15,163	-8.8%	Shares	Sole	2023-10-30
2023-06-30	$384,563	16,619	+2.7%	Shares	Sole	2023-08-02
2023-03-31	$378,822	16,189	-0.5%	Shares	Sole	2023-05-03
2022-12-31	$385,158	16,272	—	Shares	Sole	2023-05-01
No filing history on record for this holder in this stock.