Position in IVT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$32,037
+$4,471 QoQ
Shares Held
905
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#261
of 342 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Millstone Evans Group, LLC holds $90,446 across 4 REIT - Retail names. IVT ranks #2 (35.4% of the industry book) .
All Filings in IVT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,037 | 905 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $27,566 | 905 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $25,530 | 905 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $25,901 | 905 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $24,797 | 905 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $26,579 | 905 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $27,267 | 905 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||