Position in IVT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$162,379
-$21,934 QoQ
Shares Held
4,587
-24.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#225
of 342 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $5,214,113 across 24 REIT - Retail names. IVT ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
56,729 | $3,514,928 | |
| 2 | SPG |
Simon Property Group Inc.
|
3,512 | $785,458 | |
| 3 | NNN |
Nnn REIT, Inc.
|
5,583 | $259,776 | |
| 4 | FRT |
Federal Realty Investment Trust
|
1,516 | $187,135 | |
| 5 | IVT |
InvenTrust Properties Corp.
This page
|
4,587 | $162,379 | |
| 6 | SKT |
Tanger Inc.
|
1,628 | $64,257 | |
| 7 | KIM |
Kimco Realty Corp
|
1,738 | $44,058 | |
| 8 | ADC |
Agree Realty Corp
|
393 | $29,765 |
All Filings in IVT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,379 | 4,587 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $184,313 | 6,051 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $130,273 | 4,618 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $134,141 | 4,687 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $123,711 | 4,515 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $137,157 | 4,670 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $256,677 | 8,519 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $251,613 | 8,869 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $224,796 | 9,079 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $153,565 | 5,973 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $151,355 | 5,973 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $158,741 | 6,667 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $157,675 | 6,814 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $176,482 | 7,542 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $331 | 11,497 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $269,717 | 12,645 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $319,434 | 12,386 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $243,716 | 7,918 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $153,882 | 5,645 | Shares | Sole | 2022-01-12 | |
| No filing history on record for this holder in this stock. | ||||||