DIVERSIFY WEALTH MANAGEMENT, LLC

Position in IVT — InvenTrust Properties Corp.

CIK 2030780 SANDY, UT

Position in IVT

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

Position Value

$198,310

New position

Shares Held

5,602

first reported quarter

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#217

of 339 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $7,664,106 across 4 REIT - Retail names. IVT ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	85,209	$5,279,549
2	SPG	Simon Property Group Inc.	5,240	$1,171,926
3	PECO	Phillips Edison & Company, Inc.	24,371	$1,014,321
4	IVT	InvenTrust Properties Corp. This page	5,602	$198,310

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$198,310	5,602	—	Shares	Sole	2026-07-30
No filing history on record for this holder in this stock.