RMG Wealth Management LLC

Position in IVT — InvenTrust Properties Corp.

CIK 1844731 PLATTEVILLE, WI

Position in IVT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$8,460

+$1,211 QoQ

Shares Held

239

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#294

of 339 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

RMG Wealth Management LLC holds $32,935 across 4 REIT - Retail names. IVT ranks #2 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	314	$19,455
2	IVT	InvenTrust Properties Corp. This page	239	$8,460
3	KIM	Kimco Realty Corp	101	$2,560
4	SPG	Simon Property Group Inc.	11	$2,460

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,460	239	+0.4%	Shares	Sole	2026-08-13
2026-03-31	$7,249	238	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.