Cornerstone Financial Management LLC
Position in IVT — InvenTrust Properties Corp.
CIK 2110329
PROVIDENCE, RI
Position in IVT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,274
New position
Shares Held
149
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#307
of 339 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Cornerstone Financial Management LLC holds $197,729 across 15 REIT - Retail names. IVT ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
2,243 | $138,976 | |
| 2 | SPG |
Simon Property Group Inc.
|
66 | $14,760 | |
| 3 | ADC |
Agree Realty Corp
|
113 | $8,558 | |
| 4 | GTY |
Getty Realty Corp /Md/
|
171 | $5,704 | |
| 5 | IVT |
InvenTrust Properties Corp.
This page
|
149 | $5,274 | |
| 6 | BFS |
Saul Centers, Inc.
|
139 | $5,197 | |
| 7 | CURB |
Curbline Properties Corp.
|
154 | $4,681 | |
| 8 | NNN |
Nnn REIT, Inc.
|
69 | $3,210 |
All Filings in IVT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,274 | 149 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||