CBIZ Investment Advisory Services, LLC
Position in IVT — InvenTrust Properties Corp.
CIK 1795934
INDEPENDENCE, OH
Position in IVT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,372
+$1,448 QoQ
Shares Held
293
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#291
of 342 holders
Holding Since
Mar 2024
10 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, 2026CBIZ Investment Advisory Services, LLC holds $18,303 across 4 REIT - Retail names. IVT ranks #1 (56.7% of the industry book) .
All Filings in IVT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,372 | 293 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,924 | 293 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,265 | 293 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,385 | 293 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,028 | 293 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,605 | 293 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $8,828 | 293 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $22,979 | 810 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $19,956 | 806 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $28,178 | 1,096 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||