Sound Income Strategies, LLC
Position in IVT — InvenTrust Properties Corp.
CIK 1730960
Ft Lauderdale, FL
Position in IVT
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$96,253
+$8,125 QoQ
Shares Held
3,160
+1.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Sound Income Strategies, LLC holds $87,665,150 across 23 REIT - Retail names. IVT ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
126,635 | $23,621,226 | |
| 2 | PINE |
Alpine Income Property Trust, Inc.
|
1,209,758 | $21,775,644 | |
| 3 | O |
Realty Income Corp
|
352,843 | $21,586,934 | |
| 4 | NNN |
Nnn REIT, Inc.
|
476,389 | $20,022,629 | |
| 5 | NTST |
NETSTREIT Corp.
|
14,623 | $275,351 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
3,672 | $137,406 | |
| 7 | IVT |
InvenTrust Properties Corp.
This page
|
3,160 | $96,253 | |
| 8 | ADC |
Agree Realty Corp
|
360 | $27,136 |
All Filings in IVT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $96,253 | 3,160 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $88,128 | 3,124 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $130,421 | 4,557 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||