Position in IVT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,799,885
+$655,937 QoQ
Shares Held
124,750
+11.9% QoQ
Ownership
0.160%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026SummitTX Capital, L.P. holds $33,813,986 across 5 REIT - Retail names. IVT ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPRT |
Essential Properties Realty Trust, Inc.
|
443,910 | $13,477,107 | |
| 2 | KRG |
Kite Realty Group Trust
|
355,188 | $8,719,865 | |
| 3 | REG |
Regency Centers Corp
|
88,734 | $6,713,614 | |
| 4 | IVT |
InvenTrust Properties Corp.
This page
|
124,750 | $3,799,885 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
29,490 | $1,103,515 |
All Filings in IVT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,799,885 | 124,750 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,143,948 | 111,448 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,737,972 | 130,607 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,123,700 | 150,500 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||