Position in IVT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$37,205
-$13,629 QoQ
Shares Held
1,051
-50.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#254
of 339 holders
Holding Since
Mar 2023
4 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, 2026Buck Wealth Strategies, LLC holds $120,192 across 8 REIT - Retail names. IVT ranks #2 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
|
1,262 | $52,524 | |
| 2 | IVT |
InvenTrust Properties Corp.
This page
|
1,051 | $37,205 | |
| 3 | O |
Realty Income Corp
|
270 | $16,729 | |
| 4 | KIM |
Kimco Realty Corp
|
478 | $12,117 | |
| 5 | AKR |
Acadia Realty Trust
|
26 | $543 | |
| 6 | SPG |
Simon Property Group Inc.
|
2 | $447 | |
| 7 | FCPT |
Four Corners Property Trust, Inc.
|
18 | $441 | |
| 8 | NNN |
Nnn REIT, Inc.
|
4 | $186 |
All Filings in IVT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,205 | 1,051 | Shares | Sole | 2026-07-30 | |
| 2023-09-30 | $50,834 | 2,135 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $49,403 | 2,135 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $49,959 | 2,135 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||