Smallwood Wealth Investment Management, LLC
Position in IVT — InvenTrust Properties Corp.
CIK 1921304
RED BANK, NJ
Position in IVT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$194,947
+$10,238 QoQ
Shares Held
5,507
-9.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#222
of 342 holders
Holding Since
Dec 2021
19 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, 2026Smallwood Wealth Investment Management, LLC holds $264,434 across 7 REIT - Retail names. IVT ranks #1 (73.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVT |
InvenTrust Properties Corp.
This page
|
5,507 | $194,947 | |
| 2 | KRG |
Kite Realty Group Trust
|
1,748 | $49,608 | |
| 3 | ADC |
Agree Realty Corp
|
200 | $15,148 | |
| 4 | SPG |
Simon Property Group Inc.
|
20 | $4,473 | |
| 5 | CURB |
Curbline Properties Corp.
|
8 | $243 | |
| 6 | SITC |
SITE Centers Corp.
|
4 | $15 | |
| 7 | O |
Realty Income Corp
|
0 | $0 |
All Filings in IVT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194,947 | 5,507 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $184,709 | 6,064 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $171,065 | 6,064 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $305,404 | 10,671 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $347,240 | 12,673 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $344,216 | 11,720 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $279,455 | 9,275 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $268,522 | 9,465 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $236,755 | 9,562 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $245,684 | 9,556 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $242,022 | 9,551 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $232,671 | 9,772 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $236,837 | 10,235 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $257,540 | 11,006 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $286,643 | 12,110 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $293,436 | 13,757 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $391,543 | 15,182 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $492,757 | 16,009 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $228,984 | 8,400 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||