Position in IVT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$75,720
+$11,084 QoQ
Shares Held
2,139
+0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#243
of 342 holders
Holding Since
Dec 2024
5 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, 2026AMERIFLEX GROUP, INC. holds $1,013,693 across 5 REIT - Retail names. IVT ranks #3 (7.5% of the industry book) .
All Filings in IVT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,720 | 2,139 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $64,636 | 2,122 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $57,266 | 2,030 | Shares | Sole | 2026-02-18 | |
| 2025-03-31 | $59,621 | 2,030 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $61,163 | 2,030 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||