Strategic Wealth Partners, Ltd.
Position in IVT — InvenTrust Properties Corp.
CIK 1720777
INDEPENDENCE, OH
Position in IVT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$97,704
+$13,635 QoQ
Shares Held
2,760
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#236
of 342 holders
Holding Since
Jun 2025
5 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, 2026Strategic Wealth Partners, Ltd. holds $297,291 across 7 REIT - Retail names. IVT ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
2,307 | $142,941 | |
| 2 | IVT |
InvenTrust Properties Corp.
This page
|
2,760 | $97,704 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
591 | $24,597 | |
| 4 | KRG |
Kite Realty Group Trust
|
781 | $22,164 | |
| 5 | SPG |
Simon Property Group Inc.
|
20 | $4,473 | |
| 6 | NNN |
Nnn REIT, Inc.
|
74 | $3,443 | |
| 7 | ADC |
Agree Realty Corp
|
26 | $1,969 |
All Filings in IVT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,704 | 2,760 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $84,069 | 2,760 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $77,859 | 2,760 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $19,261 | 673 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,605 | 825 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||