Position in IVT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$11,682
+$1,631 QoQ
Shares Held
330
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#282
of 339 holders
Holding Since
Dec 2023
11 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, 2026Aspect Partners, LLC holds $47,749 across 6 REIT - Retail names. IVT ranks #2 (24.5% of the industry book) .
All Filings in IVT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,682 | 330 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $10,051 | 330 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $9,309 | 330 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,444 | 330 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,042 | 330 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $29,898 | 1,018 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $30,672 | 1,018 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $28,880 | 1,018 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $25,205 | 1,018 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $26,172 | 1,018 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $25,796 | 1,018 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||