Position in IVT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$64,158,872
+$4,779,278 QoQ
Shares Held
2,106,332
+0.1% QoQ
Ownership
2.70%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026FMR LLC holds $5,642,877,941 across 26 REIT - Retail names. IVT ranks #15 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
5,035,084 | $939,194,217 | |
| 2 | NNN |
Nnn REIT, Inc.
|
19,236,585 | $808,513,664 | |
| 3 | O |
Realty Income Corp
|
8,901,717 | $544,607,044 | |
| 4 | KIM |
Kimco Realty Corp
|
23,980,368 | $538,838,867 | |
| 5 | SKT |
Tanger Inc.
|
14,980,904 | $509,051,116 | |
| 6 | MAC |
Macerich Co
|
24,047,392 | $454,495,707 | |
| 7 | UE |
Urban Edge Properties
|
18,893,398 | $377,490,090 | |
| 8 | AKR |
Acadia Realty Trust
|
19,607,806 | $374,901,249 |
All Filings in IVT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,158,872 | 2,106,332 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $59,379,594 | 2,104,913 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $58,052,263 | 2,028,381 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $51,895,817 | 1,894,008 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $45,908,628 | 1,563,113 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $40,930,940 | 1,358,478 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $16,471,677 | 580,602 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $63,731 | 2,574 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $59,209 | 2,303 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $61,728 | 2,436 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $45,143 | 1,896 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $35,704 | 1,543 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $24,124 | 1,031 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $14,556 | 615 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $16,167 | 758 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,945 | 153 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $30 | 1 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||