Position in IVT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$16,485,528
+$545,075 QoQ
Shares Held
541,219
-4.2% QoQ
Ownership
0.694%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026JPMORGAN CHASE & CO holds $4,306,188,887 across 26 REIT - Retail names. IVT ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
5,672,420 | $1,058,076,493 | |
| 2 | O |
Realty Income Corp
|
13,833,893 | $846,357,566 | |
| 3 | REG |
Regency Centers Corp
|
10,283,412 | $778,042,941 | |
| 4 | KIM |
Kimco Realty Corp
|
21,549,272 | $484,212,136 | |
| 5 | ADC |
Agree Realty Corp
|
2,766,748 | $208,557,460 | |
| 6 | KRG |
Kite Realty Group Trust
|
6,512,762 | $159,888,303 | |
| 7 | MAC |
Macerich Co
|
7,904,430 | $149,393,724 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
3,913,087 | $112,696,902 |
All Filings in IVT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,485,528 | 541,219 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $15,940,453 | 565,064 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $14,988,149 | 523,695 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $15,332,957 | 559,597 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $17,976,611 | 612,074 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $20,537,268 | 681,622 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $15,682,195 | 552,774 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $12,809,485 | 517,346 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $14,748,025 | 573,630 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $15,060,092 | 594,321 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $5,363,867 | 225,278 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,575,123 | 197,715 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,468,133 | 190,946 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $6,293,685 | 265,893 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,220,935 | 291,652 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,386,100 | 286,394 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $3,914,661 | 127,182 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,407,956 | 88,333 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||