Investmark Advisory Group LLC

Position in IVT — InvenTrust Properties Corp.

CIK 1926349 Shelton, CT

Position in IVT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$239,941

+$31,047 QoQ

Shares Held

6,778

-1.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#202

of 342 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Investmark Advisory Group LLC holds $626,199 across 2 REIT - Retail names. IVT ranks #2 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	O	Realty Income Corp	6,234	$386,258
2	IVT	InvenTrust Properties Corp. This page	6,778	$239,941

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,941	6,778	-1.2%	Shares	Sole	2026-08-07
2026-03-31	$208,894	6,858	-7.0%	Shares	Sole	2026-05-15
2025-09-30	$211,158	7,378	+0.2%	Shares	Sole	2025-10-23
2025-06-30	$201,801	7,365	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$215,986	7,354	-1.7%	Shares	Sole	2025-05-15
2024-12-31	$225,312	7,478	-6.1%	Shares	Sole	2025-02-18
2024-09-30	$225,995	7,966	-5.2%	Shares	Sole	2024-11-14
2024-03-31	$216,118	8,406	-5.4%	Shares	Sole	2024-05-17
2023-12-31	$225,145	8,885	+0.1%	Shares	Sole	2024-02-14
2023-09-30	$211,313	8,875	-2.1%	Shares	Sole	2023-11-14
2023-06-30	$209,764	9,065	-10.6%	Shares	Sole	2023-08-14
2023-03-31	$237,159	10,135	+5.5%	Shares	Sole	2023-05-16
2022-12-31	$227,445	9,609	-5.3%	Shares	Sole	2023-01-24
2022-09-30	$216,520	10,151	-11.7%	Shares	Sole	2022-11-14
2022-06-30	$296,636	11,502	-16.8%	Shares	Sole	2022-07-15
2022-03-31	$425,441	13,822	-4.5%	Shares	Sole	2022-05-03
2021-12-31	$394,561	14,474	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.