Brookstone Capital Management

Position in IVT — InvenTrust Properties Corp.

CIK 1599584 WHEATON, IL

Position in IVT

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

Position Value

$272,403

+$38,166 QoQ

Shares Held

7,695

+0.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#199

of 342 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Brookstone Capital Management holds $8,709,467 across 5 REIT - Retail names. IVT ranks #4 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	24,049	$5,378,558
2	O	Realty Income Corp	30,338	$1,879,742
3	PECO	Phillips Edison & Company, Inc.	23,073	$960,298
4	IVT	InvenTrust Properties Corp. This page	7,695	$272,403
5	KIM	Kimco Realty Corp	8,618	$218,466

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$272,403	7,695	+0.1%	Shares	Sole	2026-07-15
2026-03-31	$234,237	7,690	+0.1%	Shares	Sole	2026-04-16
2025-12-31	$216,793	7,685	+0.1%	Shares	Sole	2026-01-15
2025-09-30	$219,801	7,680	+0.1%	Shares	Sole	2025-10-15
2025-06-30	$210,295	7,675	-2.2%	Shares	Sole	2025-07-30
2025-03-31	$230,525	7,849	-5.7%	Shares	Sole	2025-04-29
2024-12-31	$250,802	8,324	-1.4%	Shares	Sole	2025-01-13
2024-09-30	$239,499	8,442	-3.6%	Shares	Sole	2024-10-08
2024-06-30	$216,823	8,757	+2.5%	Shares	Sole	2024-07-18
2024-03-31	$219,589	8,541	-15.2%	Shares	Sole	2024-04-15
2023-12-31	$255,325	10,076	-8.1%	Shares	Sole	2024-01-11
2023-09-30	$261,148	10,968	-9.1%	Shares	Sole	2023-10-20
2023-06-30	$279,091	12,061	-1.2%	Shares	Sole	2023-07-11
2023-03-31	$285,784	12,213	-1.4%	Shares	Sole	2023-04-19
2022-12-31	$293,058	12,381	+2.1%	Shares	Sole	2023-01-09
2022-09-30	$258,775	12,132	-3.4%	Shares	Sole	2022-10-14
2022-06-30	$323,767	12,554	—	Shares	Sole	2022-07-11
No filing history on record for this holder in this stock.