Position in IVT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,133
+$875 QoQ
Shares Held
145
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#309
of 339 holders
Holding Since
Mar 2024
6 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, 2026Continuum Advisory, LLC holds $327,948 across 11 REIT - Retail names. IVT ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
|
5,067 | $210,888 | |
| 2 | SPG |
Simon Property Group Inc.
|
269 | $60,161 | |
| 3 | O |
Realty Income Corp
|
313 | $19,393 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
337 | $10,625 | |
| 5 | GTY |
Getty Realty Corp /Md/
|
261 | $8,706 | |
| 6 | IVT |
InvenTrust Properties Corp.
This page
|
145 | $5,133 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
159 | $4,746 | |
| 8 | NNN |
Nnn REIT, Inc.
|
78 | $3,629 |
All Filings in IVT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,133 | 145 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $4,258 | 145 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,368 | 145 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $4,113 | 145 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,590 | 145 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,727 | 145 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||