Farther Finance Advisors, LLC

Position in IVT — InvenTrust Properties Corp.

CIK 1992825 SAN FRANCISCO, CA

Position in IVT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$292,474

+$47,424 QoQ

Shares Held

8,262

+2.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#190

of 339 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $8,966,428 across 26 REIT - Retail names. IVT ranks #8 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	44,912	$2,782,747
2	SPG	Simon Property Group Inc.	10,056	$2,249,024
3	NNN	Nnn REIT, Inc.	23,646	$1,100,248
4	ADC	Agree Realty Corp	6,420	$486,250
5	CBL	Cbl & Associates Properties Inc	7,783	$413,199
6	FRT	Federal Realty Investment Trust	3,049	$376,368
7	KIM	Kimco Realty Corp	12,055	$305,594
8	IVT	InvenTrust Properties Corp. This page	8,262	$292,474

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$292,474	8,262	+2.7%	Shares	Sole	2026-07-17
2026-03-31	$245,050	8,045	+28.0%	Shares	Sole	2026-04-07
2025-12-31	$177,299	6,285	+130.6%	Shares	Sole	2026-01-23
2025-09-30	$78,018	2,726	+312.4%	Shares	Sole	2025-10-14
2025-06-30	$18,111	661	-5.8%	Shares	Sole	2025-07-11
2025-03-31	$20,617	702	+158.1%	Shares	Sole	2025-04-14
2024-12-31	$8,195	272	-34.6%	Shares	Sole	2025-02-10
2024-09-30	$11,801	416	+0.7%	Shares	Sole	2024-10-29
2024-06-30	$10,225	413	+17.3%	Shares	Sole	2024-07-31
2024-03-31	$9,049	352	-6.4%	Shares	Sole	2024-05-14
2023-12-31	$9,527	376	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.