Spire Wealth Management

Position in IVT — InvenTrust Properties Corp.

CIK 1858740 MCLEAN, VA

Position in IVT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$110,271

+$42,803 QoQ

Shares Held

3,115

+40.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#228

of 339 holders

Holding Since

Jun 2022

17 quarters on record

Real Estate · as of Jun 30, 2026

Spire Wealth Management holds $3,341,649 across 17 REIT - Retail names. IVT ranks #6 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	8,188	$1,831,246
2	PECO	Phillips Edison & Company, Inc.	9,971	$414,993
3	ADC	Agree Realty Corp	5,390	$408,238
4	O	Realty Income Corp	5,423	$336,009
5	NNN	Nnn REIT, Inc.	2,419	$112,556
6	IVT	InvenTrust Properties Corp. This page	3,115	$110,271
7	KRG	Kite Realty Group Trust	1,035	$29,373
8	REG	Regency Centers Corp	350	$27,909

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$110,271	3,115	+40.6%	Shares	Sole	2026-07-15
2026-03-31	$67,468	2,215	0.0%	Shares	Sole	2026-04-22
2025-12-31	$62,485	2,215	0.0%	Shares	Sole	2026-01-14
2025-09-30	$63,393	2,215	0.0%	Shares	Sole	2025-10-23
2025-06-30	$60,691	2,215	-64.6%	Shares	Sole	2025-08-04
2025-03-31	$183,826	6,259	+659.6%	Shares	Sole	2025-04-23
2024-12-31	$24,827	824	0.0%	Shares	Sole	2025-01-24
2024-09-30	$23,376	824	-27.2%	Shares	Sole	2024-10-15
2024-06-30	$28,028	1,132	+37.4%	Shares	Sole	2024-07-31
2024-03-31	$21,185	824	0.0%	Shares	Sole	2024-04-24
2023-12-31	$20,880	824	-23.8%	Shares	Sole	2024-02-06
2023-09-30	$25,738	1,081	+31.2%	Shares	Sole	2023-11-08
2023-06-30	$19,067	824	0.0%	Shares	Sole	2023-08-09
2023-03-31	$19,281	824	-28.9%	Shares	Sole	2023-05-09
2022-12-31	$27,433	1,159	+36.4%	Shares	Sole	2023-02-03
2022-09-30	$18,130	850	-93.1%	Shares	Sole	2022-11-07
2022-06-30	$317,732	12,320	—	Shares	Sole	2022-07-22
No filing history on record for this holder in this stock.