Position in IVT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,611
-$95,404 QoQ
Shares Held
215
-93.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#301
of 342 holders
Holding Since
Dec 2021
5 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, 2026Lloyd Advisory Services, LLC. holds $193,988 across 3 REIT - Retail names. IVT ranks #3 (3.9% of the industry book) .
All Filings in IVT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,611 | 215 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $103,015 | 3,382 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,065 | 215 | Shares | Sole | 2026-02-06 | |
| 2022-03-31 | $6,617 | 215 | Principal | Other | 2022-05-02 | |
| 2021-12-31 | $5,860 | 215 | Principal | Other | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||