Position in IVT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$12,301,087
-$121,834 QoQ
Shares Held
403,844
-8.3% QoQ
Ownership
0.518%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Legal & General Group Plc holds $2,070,958,714 across 26 REIT - Retail names. IVT ranks #18 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
3,689,236 | $688,153,190 | |
| 2 | O |
Realty Income Corp
|
10,537,731 | $644,698,382 | |
| 3 | KIM |
Kimco Realty Corp
|
5,991,792 | $134,635,565 | |
| 4 | REG |
Regency Centers Corp
|
1,407,170 | $106,466,481 | |
| 5 | FRT |
Federal Realty Investment Trust
|
705,714 | $74,953,882 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
1,820,006 | $52,416,172 | |
| 7 | ADC |
Agree Realty Corp
|
657,004 | $49,524,960 | |
| 8 | NNN |
Nnn REIT, Inc.
|
1,041,870 | $43,789,794 |
All Filings in IVT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,301,087 | 403,844 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $12,422,921 | 440,373 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $11,155,015 | 389,763 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $11,701,881 | 427,076 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $12,154,919 | 413,855 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $12,281,620 | 407,621 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $11,431,633 | 402,948 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,058,334 | 446,621 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $13,022,808 | 506,527 | Shares | Defined | 2024-07-01 | |
| 2023-12-31 | $12,824,700 | 506,105 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $11,633,184 | 488,584 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $11,038,358 | 477,025 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,393,624 | 444,172 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $9,528,523 | 402,557 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $8,296,409 | 388,955 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,943,223 | 346,771 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $9,439,117 | 306,664 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,531,186 | 349,640 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||