Caldwell Trust Co

Bank

Position in IVT — InvenTrust Properties Corp.

CIK 2080218 Venice, FL

Position in IVT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,752

+$524 QoQ

Shares Held

106

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#313

of 339 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Caldwell Trust Co holds $2,665,245 across 6 REIT - Retail names. IVT ranks #6 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KIM	Kimco Realty Corp	93,977	$2,382,316
2	SPG	Simon Property Group Inc.	615	$137,544
3	O	Realty Income Corp	1,688	$104,588
4	NNN	Nnn REIT, Inc.	552	$25,684
5	ADC	Agree Realty Corp	150	$11,361
6	IVT	InvenTrust Properties Corp. This page	106	$3,752

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,752	106	0.0%	Shares	Sole	2026-08-03
2026-03-31	$3,228	106	0.0%	Shares	Sole	2026-04-22
2025-12-31	$2,990	106	0.0%	Shares	Sole	2026-01-30
2025-09-30	$3,033	106	0.0%	Shares	Sole	2025-10-23
2025-06-30	$2,904	106	—	Shares	Sole	2025-09-22
No filing history on record for this holder in this stock.