Skip to main content
Equibles

WELLS FARGO & COMPANY/MN

Position in IVT — InvenTrust Properties Corp.

CIK 72971 SAN FRANCISCO, CA
Back to IVT Full portfolio

Position in IVT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$4,701,118
+$1,830,204 QoQ
Shares Held
132,800
+40.9% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 342 holders
Holding Since
Dec 2021
19 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, 2026

WELLS FARGO & COMPANY/MN holds $784,221,589 across 26 REIT - Retail names. IVT ranks #17 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 O
Realty Income Corp
 4,982,959 $308,744,137
2 SPG
Simon Property Group Inc.
 671,618 $150,207,363
3 FRT
Federal Realty Investment Trust
 854,603 $105,492,192
4 KIM
Kimco Realty Corp
 2,550,709 $64,660,470
5 ADC
Agree Realty Corp
 369,853 $28,012,664
6 EPRT
Essential Properties Realty Trust, Inc.
 528,754 $15,783,306
7 REG
Regency Centers Corp
 189,131 $15,081,303
8 GTY
Getty Realty Corp /Md/
 348,277 $11,618,519

All Filings in IVT

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,701,118 132,800
2026-03-31 $2,870,914 94,252
2025-12-31 $3,930,187 139,319
2025-09-30 $3,217,201 112,411
2025-06-30 $2,803,073 102,302
2025-03-31 $2,835,671 96,550
2024-12-31 $2,180,176 72,359
2024-09-30 $1,650,593 58,181
2024-06-30 $1,418,399 57,286
2024-03-31 $1,371,344 53,339
2023-12-31 $1,309,950 51,695
2023-09-30 $1,154,759 48,499
2023-06-30 $1,550,008 66,984
2023-03-31 $1,584,201 67,701
2022-12-31 $1,564,798 66,109
2022-09-30 $1,788,646 83,856
2022-06-30 $1,181,387 45,808
2022-03-31 $2,531,069 82,231
2021-12-31 $2,017,129 73,996