Position in IVT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,282,966
+$144,829 QoQ
Shares Held
36,242
-3.0% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#99
of 339 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Moran Wealth Management, LLC holds $7,388,299 across 6 REIT - Retail names. IVT ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
9,219 | $2,061,828 | |
| 2 | IVT |
InvenTrust Properties Corp.
This page
|
36,242 | $1,282,966 | |
| 3 | REG |
Regency Centers Corp
|
15,217 | $1,213,402 | |
| 4 | ADC |
Agree Realty Corp
|
14,229 | $1,077,704 | |
| 5 | EPRT |
Essential Properties Realty Trust, Inc.
|
35,444 | $1,058,003 | |
| 6 | CURB |
Curbline Properties Corp.
|
22,842 | $694,396 |
All Filings in IVT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,282,966 | 36,242 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,138,137 | 37,365 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,503,704 | 53,304 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,476,820 | 51,601 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,444,007 | 52,701 | Shares | Sole | 2025-07-28 | |
| 2023-09-30 | $1,208,833 | 50,770 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||