Position in IVT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$652,492
+$574,789 QoQ
Shares Held
18,432
+622.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#131
of 338 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026FIFTH THIRD BANCORP holds $16,912,171 across 24 REIT - Retail names. IVT ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
18,161 | $4,061,707 | |
| 2 | O |
Realty Income Corp
|
46,542 | $2,883,742 | |
| 3 | FRT |
Federal Realty Investment Trust
|
23,356 | $2,883,064 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
31,316 | $1,303,371 | |
| 5 | KIM |
Kimco Realty Corp
|
47,089 | $1,193,706 | |
| 6 | NTST |
NETSTREIT Corp.
|
47,968 | $1,013,563 | |
| 7 | KRG |
Kite Realty Group Trust
|
23,924 | $678,963 | |
| 8 | IVT |
InvenTrust Properties Corp.
This page
|
18,432 | $652,492 |
All Filings in IVT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,492 | 18,432 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $77,703 | 2,551 | Shares | Defined | 2026-05-01 | |
| 2025-03-31 | $2,937 | 100 | Shares | Defined | 2025-04-15 | |
| 2023-12-31 | $912 | 36 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $857 | 36 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $833 | 36 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $26,746 | 1,143 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $57,186 | 2,416 | Shares | Defined | 2023-01-25 | |
| 2021-12-31 | $2,344 | 86 | Shares | Defined | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||