Position in IVT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$928,328
+$129,668 QoQ
Shares Held
26,224
+0.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#117
of 339 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Advisor OS, LLC holds $2,246,985 across 3 REIT - Retail names. IVT ranks #2 (41.3% of the industry book) .
All Filings in IVT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $928,328 | 26,224 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $798,660 | 26,220 | Shares | Sole | 2026-05-08 | |
| 2023-12-31 | $218,177 | 8,610 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $211,789 | 8,895 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $205,830 | 8,895 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $208,143 | 8,895 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $210,544 | 8,895 | Shares | Sole | 2023-02-01 | |
| 2022-06-30 | $229,402 | 8,895 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $273,788 | 8,895 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $297,814 | 10,925 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||