Gross & Hartman Investments LLC

Position in IVT — InvenTrust Properties Corp.

CIK 1966094 LEOLA, PA

Position in IVT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$443,562

+$101,954 QoQ

Shares Held

12,530

+11.7% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#155

of 339 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Gross & Hartman Investments LLC holds $1,614,561 across 5 REIT - Retail names. IVT ranks #1 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVT	InvenTrust Properties Corp. This page	12,530	$443,562
2	BRX	Brixmor Property Group Inc.	12,920	$407,367
3	SPG	Simon Property Group Inc.	1,246	$278,667
4	FRT	Federal Realty Investment Trust	2,244	$276,999
5	GTY	Getty Realty Corp /Md/	6,234	$207,966

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$443,562	12,530	+11.7%	Shares	Sole	2026-08-13
2026-03-31	$341,608	11,215	+6.9%	Shares	Sole	2026-05-15
2025-12-31	$296,063	10,495	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.