Position in IVT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$20,567
New position
Shares Held
581
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#269
of 339 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026First Pacific Financial holds $1,491,736 across 2 REIT - Retail names. IVT ranks #2 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
6,578 | $1,471,169 | |
| 2 | IVT |
InvenTrust Properties Corp.
This page
|
581 | $20,567 |
All Filings in IVT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,567 | 581 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||