Cherry Tree Wealth Management, LLC
Position in IVT — InvenTrust Properties Corp.
CIK 1985414
MINNETONKA, MN
Position in IVT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$22,966
+$1,696 QoQ
Shares Held
754
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $120,670 across 2 REIT - Retail names. IVT ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,597 | $97,704 | |
| 2 | IVT |
InvenTrust Properties Corp.
This page
|
754 | $22,966 |
All Filings in IVT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,966 | 754 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $21,270 | 754 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $21,579 | 754 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $20,659 | 754 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $22,144 | 754 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $22,718 | 754 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $21,390 | 754 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $18,669 | 754 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $19,385 | 754 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $19,106 | 754 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $17,952 | 754 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,447 | 754 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||