COMMONWEALTH EQUITY SERVICES, LLC
Position in IVT — InvenTrust Properties Corp.
CIK 312272
WALTHAM, MA
Position in IVT
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,837,805
-$21,334 QoQ
Shares Held
93,165
-8.1% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $68,670,261 across 17 REIT - Retail names. IVT ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
424,305 | $25,958,979 | |
| 2 | SPG |
Simon Property Group Inc.
|
57,630 | $10,749,723 | |
| 3 | KIM |
Kimco Realty Corp
|
311,304 | $6,995,000 | |
| 4 | NNN |
Nnn REIT, Inc.
|
139,342 | $5,856,544 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
129,278 | $4,837,582 | |
| 6 | IVT |
InvenTrust Properties Corp.
This page
|
93,165 | $2,837,805 | |
| 7 | GTY |
Getty Realty Corp /Md/
|
73,410 | $2,334,438 | |
| 8 | REG |
Regency Centers Corp
|
26,406 | $1,997,877 |
All Filings in IVT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,837,805 | 93,165 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,859,139 | 101,352 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,081,286 | 107,662 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,394,092 | 123,872 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,828,350 | 130,349 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,987,313 | 132,337 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,686,950 | 165,208 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $5,408,896 | 218,453 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,946,723 | 231,300 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $5,428,056 | 214,209 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,761,281 | 241,969 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $5,896,395 | 254,814 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,048,220 | 301,206 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,528,385 | 318,056 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,103,977 | 333,051 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,863,584 | 343,683 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $10,756,471 | 349,463 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $10,688,755 | 392,104 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||