Intrua Financial, LLC

Position in IVT — InvenTrust Properties Corp.

CIK 1812792 Houston, TX

Position in IVT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$369,009

+$43,788 QoQ

Shares Held

10,424

-2.4% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#172

of 339 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Intrua Financial, LLC holds $5,359,494 across 5 REIT - Retail names. IVT ranks #5 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	51,434	$3,186,850
2	GTY	Getty Realty Corp /Md/	20,036	$668,400
3	SPG	Simon Property Group Inc.	2,606	$582,831
4	NNN	Nnn REIT, Inc.	11,872	$552,404
5	IVT	InvenTrust Properties Corp. This page	10,424	$369,009

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$369,009	10,424	-2.4%	Shares	Sole	2026-07-24
2026-03-31	$325,221	10,677	+0.0%	Shares	Sole	2026-04-23
2025-12-31	$301,141	10,675	+0.0%	Shares	Sole	2026-02-05
2025-09-30	$305,461	10,673	-7.9%	Shares	Sole	2025-10-29
2025-06-30	$317,538	11,589	-2.6%	Shares	Sole	2025-08-08
2025-03-31	$349,414	11,897	-4.5%	Shares	Sole	2025-05-28
2024-12-31	$375,540	12,464	+8.6%	Shares	Sole	2025-05-28
2024-09-30	$325,489	11,473	-6.2%	Shares	Sole	2025-05-28
2024-06-30	$302,963	12,236	-0.3%	Shares	Sole	2025-05-28
2024-03-31	$315,667	12,278	-4.0%	Shares	Sole	2025-05-28
2023-12-31	$324,047	12,788	-13.1%	Shares	Sole	2025-05-28
2023-09-30	$350,507	14,721	+3.3%	Shares	Sole	2025-05-28
2023-06-30	$329,745	14,250	+4.7%	Shares	Sole	2025-02-13
2023-03-31	$318,567	13,614	-1.1%	Shares	Sole	2023-05-15
2022-12-31	$325,935	13,770	+14.5%	Shares	Sole	2023-01-20
2022-09-30	$256,514	12,026	+14.8%	Shares	Sole	2022-11-14
2022-06-30	$270,124	10,474	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.