Bernard Wealth Management Corp.
Position in IVT — InvenTrust Properties Corp.
CIK 2056313
ROYAL OAK, MI
Position in IVT
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$38,055
+$5,555 QoQ
Shares Held
1,075
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#253
of 339 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, 2026Bernard Wealth Management Corp. holds $68,578 across 2 REIT - Retail names. IVT ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVT |
InvenTrust Properties Corp.
This page
|
1,075 | $38,055 | |
| 2 | ADC |
Agree Realty Corp
|
403 | $30,523 |
All Filings in IVT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,055 | 1,075 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $32,500 | 1,067 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,846 | 1,058 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $35,689 | 1,247 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $40,716 | 1,486 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $43,262 | 1,473 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $49,654 | 1,648 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||