Certified Advisory Corp

Position in IVT — InvenTrust Properties Corp.

CIK 1731732 ALTAMONTE SPRINGS, FL

Position in IVT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$318,493

+$52,273 QoQ

Shares Held

8,997

+2.9% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#182

of 339 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Certified Advisory Corp holds $1,576,573 across 3 REIT - Retail names. IVT ranks #2 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NNN	Nnn REIT, Inc.	22,705	$1,056,463
2	IVT	InvenTrust Properties Corp. This page	8,997	$318,493
3	O	Realty Income Corp	3,254	$201,617

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$318,493	8,997	+2.9%	Shares	Sole	2026-07-16
2026-03-31	$266,220	8,740	-1.7%	Shares	Sole	2026-04-17
2025-12-31	$250,927	8,895	+0.1%	Shares	Sole	2026-01-12
2025-09-30	$254,374	8,888	-2.3%	Shares	Sole	2025-11-13
2025-06-30	$249,367	9,101	-40.7%	Shares	Sole	2025-08-14
2025-03-31	$450,741	15,347	-2.2%	Shares	Sole	2025-05-08
2024-12-31	$472,860	15,694	-7.5%	Shares	Sole	2025-01-15
2024-09-30	$481,098	16,958	-14.4%	Shares	Sole	2024-11-12
2024-06-30	$490,693	19,818	-13.0%	Shares	Sole	2024-08-13
2024-03-31	$585,545	22,775	-21.6%	Shares	Sole	2024-05-10
2023-12-31	$736,025	29,046	-10.1%	Shares	Sole	2024-02-09
2023-09-30	$769,015	32,298	-1.7%	Shares	Sole	2023-11-13
2023-06-30	$760,588	32,869	-5.2%	Shares	Sole	2023-08-14
2023-03-31	$811,441	34,677	-6.7%	Shares	Sole	2023-05-17
2022-12-31	$879,742	37,167	-26.7%	Shares	Sole	2023-02-15
2022-09-30	$1,081,239	50,691	-9.2%	Shares	Sole	2022-11-14
2022-06-30	$1,439,881	55,831	-7.7%	Shares	Sole	2022-08-15
2022-03-31	$1,862,651	60,515	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.