Position in IVT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,186
+$1,003 QoQ
Shares Held
203
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#301
of 339 holders
Holding Since
Mar 2024
10 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, 2026SITTNER & NELSON, LLC holds $412,697 across 6 REIT - Retail names. IVT ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,250 | $279,562 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
2,541 | $80,117 | |
| 3 | KRG |
Kite Realty Group Trust
|
1,115 | $31,643 | |
| 4 | O |
Realty Income Corp
|
182 | $11,276 | |
| 5 | IVT |
InvenTrust Properties Corp.
This page
|
203 | $7,186 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
70 | $2,913 |
All Filings in IVT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,186 | 203 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,183 | 203 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,726 | 203 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,809 | 203 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,562 | 203 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,962 | 203 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,116 | 203 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,759 | 203 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $5,026 | 203 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,219 | 203 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||