Medallion Wealth Advisors, LLC
Position in IVT — InvenTrust Properties Corp.
CIK 2131139
FARMINGTON, CT
Position in IVT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$70
New position
Shares Held
2
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#337
of 339 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Medallion Wealth Advisors, LLC holds $213,419 across 7 REIT - Retail names. IVT ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,873 | $116,051 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
2,237 | $93,103 | |
| 3 | SPG |
Simon Property Group Inc.
|
18 | $4,025 | |
| 4 | BFS |
Saul Centers, Inc.
|
2 | $74 | |
| 5 | IVT |
InvenTrust Properties Corp.
This page
|
2 | $70 | |
| 6 | KIM |
Kimco Realty Corp
|
2 | $50 | |
| 7 | NNN |
Nnn REIT, Inc.
|
1 | $46 |
All Filings in IVT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70 | 2 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||