Position in IVT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$151,087
+$22,089 QoQ
Shares Held
4,268
+0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#224
of 339 holders
Holding Since
Mar 2026
2 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, 2026PETERSON WEALTH MANAGEMENT holds $286,779 across 2 REIT - Retail names. IVT ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVT |
InvenTrust Properties Corp.
This page
|
4,268 | $151,087 | |
| 2 | O |
Realty Income Corp
|
2,190 | $135,692 |
All Filings in IVT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,087 | 4,268 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $128,998 | 4,235 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||