Position in IVT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$69,257,833
+$5,098,961 QoQ
Shares Held
1,956,436
-7.1% QoQ
Ownership
2.51%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 342 holders
Holding Since
Mar 2022
18 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 Jun 30, 2026FMR LLC holds $6,254,760,478 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.
|
5,561,360 | $1,243,798,162 | |
| 2 | MAC |
Macerich Co
|
31,461,342 | $792,511,202 | |
| 3 | SKT |
Tanger Inc.
|
16,435,246 | $648,699,158 | |
| 4 | O |
Realty Income Corp
|
9,614,803 | $595,733,192 | |
| 5 | KIM |
Kimco Realty Corp
|
21,489,248 | $544,752,436 | |
| 6 | NNN |
Nnn REIT, Inc.
|
11,436,861 | $532,157,140 | |
| 7 | UE |
Urban Edge Properties
|
18,432,638 | $421,738,755 | |
| 8 | AKR |
Acadia Realty Trust
|
19,902,453 | $416,160,291 |
All Filings in IVT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,257,833 | 1,956,436 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||