Dakota Wealth Management
Position in IVT — InvenTrust Properties Corp.
CIK 1631353
PALM BEACH GARDENS, FL
Position in IVT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$230,737
-$17,512 QoQ
Shares Held
6,518
-20.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#208
of 342 holders
Holding Since
Dec 2023
11 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, 2026Dakota Wealth Management holds $4,065,813 across 2 REIT - Retail names. IVT ranks #2 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
61,896 | $3,835,076 | |
| 2 | IVT |
InvenTrust Properties Corp.
This page
|
6,518 | $230,737 |
All Filings in IVT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,737 | 6,518 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $248,249 | 8,150 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 | $229,911 | 8,150 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 | $233,253 | 8,150 | Shares | Sole | 2026-08-26 | |
| 2025-06-30 | $211,692 | 7,726 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $226,912 | 7,726 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $310,821 | 10,316 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $292,664 | 10,316 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $255,424 | 10,316 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $341,223 | 13,272 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $355,494 | 14,029 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||