WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in IVT — InvenTrust Properties Corp.

CIK 1632972 PLYMOUTH, MN

Position in IVT

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

Position Value

$1,159,845

+$193,319 QoQ

Shares Held

32,764

+3.3% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 76 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Real Estate · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $113,451,084 across 19 REIT - Retail names. IVT ranks #10 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	750,135	$46,478,364
2	SPG	Simon Property Group Inc.	100,720	$22,526,028
3	NNN	Nnn REIT, Inc.	221,559	$10,309,140
4	REG	Regency Centers Corp	116,273	$9,271,609
5	FRT	Federal Realty Investment Trust	51,760	$6,389,254
6	ADC	Agree Realty Corp	72,786	$5,512,811
7	KIM	Kimco Realty Corp	141,107	$3,577,062
8	PECO	Phillips Edison & Company, Inc.	60,657	$2,524,544

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,159,845	32,764	+3.3%	Shares	Sole	2026-07-15
2026-03-31	$966,526	31,731	-6.4%	Shares	Sole	2026-04-08
2025-12-31	$956,629	33,911	-10.7%	Shares	Sole	2026-01-08
2025-09-30	$1,087,388	37,994	+33.1%	Shares	Sole	2025-10-29
2025-06-30	$782,078	28,543	+67.5%	Shares	Sole	2025-07-10
2025-03-31	$500,582	17,044	+6.5%	Shares	Sole	2025-04-16
2024-12-31	$482,200	16,004	-28.9%	Shares	Sole	2025-03-17
2024-09-30	$638,778	22,516	-21.4%	Shares	Sole	2024-10-24
2024-06-30	$708,953	28,633	+80.5%	Shares	Sole	2024-07-16
2024-03-31	$407,812	15,862	-18.1%	Shares	Sole	2024-04-15
2023-12-31	$490,683	19,364	-30.6%	Shares	Sole	2024-01-30
2023-09-30	$664,465	27,907	+99.3%	Shares	Sole	2023-11-13
2023-06-30	$324,052	14,004	+3.7%	Shares	Sole	2023-07-21
2023-03-31	$315,900	13,500	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.