Position in IVT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$486,039
+$72,212 QoQ
Shares Held
13,730
+1.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#146
of 342 holders
Holding Since
Jun 2022
8 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, 2026Merit Financial Group, LLC holds $10,999,447 across 11 REIT - Retail names. IVT ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
13,215 | $2,955,530 | |
| 2 | O |
Realty Income Corp
|
39,745 | $2,462,596 | |
| 3 | NNN |
Nnn REIT, Inc.
|
45,758 | $2,129,118 | |
| 4 | FRT |
Federal Realty Investment Trust
|
9,708 | $1,198,353 | |
| 5 | REG |
Regency Centers Corp
|
7,218 | $575,561 | |
| 6 | IVT |
InvenTrust Properties Corp.
This page
|
13,730 | $486,039 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
9,542 | $397,137 | |
| 8 | KIM |
Kimco Realty Corp
|
10,529 | $266,908 |
All Filings in IVT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,039 | 13,730 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $413,827 | 13,586 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $303,707 | 10,766 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $300,709 | 10,507 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $281,672 | 10,280 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $296,020 | 10,079 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $878,079 | 30,951 | Shares | Sole | 2024-10-17 | |
| 2022-06-30 | $959,259 | 37,195 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||