Position in IVT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$938,100
+$130,910 QoQ
Shares Held
26,500
0.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#118
of 342 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026GAMCO INVESTORS, INC. ET AL holds $7,395,588 across 7 REIT - Retail names. IVT ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REG |
Regency Centers Corp
|
40,699 | $3,245,338 | |
| 2 | O |
Realty Income Corp
|
26,165 | $1,621,183 | |
| 3 | IVT |
InvenTrust Properties Corp.
This page
|
26,500 | $938,100 | |
| 4 | PINE |
Alpine Income Property Trust, Inc.
|
30,040 | $623,630 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
16,609 | $523,681 | |
| 6 | SPG |
Simon Property Group Inc.
|
1,032 | $230,806 | |
| 7 | KRG |
Kite Realty Group Trust
|
7,500 | $212,850 |
All Filings in IVT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $938,100 | 26,500 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $807,190 | 26,500 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $747,565 | 26,500 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $815,670 | 28,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $780,900 | 28,500 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $837,045 | 28,500 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $858,705 | 28,500 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||