JPL Wealth Management, LLC
Position in IVT — InvenTrust Properties Corp.
CIK 2010710
GREENWOOD VILLAGE, CO
Position in IVT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,654
+$370 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#316
of 339 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026JPL Wealth Management, LLC holds $95,699 across 17 REIT - Retail names. IVT ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
586 | $36,308 | |
| 2 | SPG |
Simon Property Group Inc.
|
117 | $26,166 | |
| 3 | REG |
Regency Centers Corp
|
79 | $6,299 | |
| 4 | KIM |
Kimco Realty Corp
|
243 | $6,159 | |
| 5 | NNN |
Nnn REIT, Inc.
|
120 | $5,583 | |
| 6 | ADC |
Agree Realty Corp
|
40 | $3,029 | |
| 7 | IVT |
InvenTrust Properties Corp.
This page
|
75 | $2,654 | |
| 8 | BFS |
Saul Centers, Inc.
|
63 | $2,355 |
All Filings in IVT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,654 | 75 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,284 | 75 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $200 | 7 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||