Position in IVT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,126,382
+$333,411 QoQ
Shares Held
69,809
+9.8% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Cetera Investment Advisers holds $143,240,005 across 19 REIT - Retail names. IVT ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,276,937 | $78,123,005 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
657,017 | $24,585,576 | |
| 3 | SPG |
Simon Property Group Inc.
|
70,728 | $13,192,893 | |
| 4 | FRT |
Federal Realty Investment Trust
|
47,313 | $5,025,113 | |
| 5 | ADC |
Agree Realty Corp
|
62,562 | $4,715,923 | |
| 6 | KIM |
Kimco Realty Corp
|
197,693 | $4,442,161 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
81,870 | $2,357,856 | |
| 8 | IVT |
InvenTrust Properties Corp.
This page
|
69,809 | $2,126,382 |
All Filings in IVT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,126,382 | 69,809 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,792,971 | 63,558 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,816,311 | 63,463 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,348,984 | 49,233 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,452,669 | 49,461 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,548,953 | 51,409 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,600,862 | 56,428 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,336,148 | 53,964 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,383,095 | 53,796 | Shares | Sole | 2024-05-24 | |
| 2022-12-31 | $332,729 | 14,057 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $311,737 | 14,615 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $495,400 | 19,209 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $742,505 | 24,123 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $614,576 | 22,545 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||