Position in IVT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$197,461
-$24,348 QoQ
Shares Held
5,578
-23.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#221
of 342 holders
Holding Since
Dec 2021
18 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, 2026HARBOUR INVESTMENTS, INC. holds $7,926,476 across 17 REIT - Retail names. IVT ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
82,191 | $5,092,554 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
27,954 | $1,163,445 | |
| 3 | ADC |
Agree Realty Corp
|
7,891 | $597,664 | |
| 4 | KRG |
Kite Realty Group Trust
|
13,922 | $395,106 | |
| 5 | SPG |
Simon Property Group Inc.
|
1,127 | $252,053 | |
| 6 | IVT |
InvenTrust Properties Corp.
This page
|
5,578 | $197,461 | |
| 7 | ALX |
Alexanders Inc
|
401 | $110,499 | |
| 8 | KIM |
Kimco Realty Corp
|
1,446 | $36,656 |
All Filings in IVT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,461 | 5,578 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $221,809 | 7,282 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $260,406 | 9,231 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $309,897 | 10,828 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $299,290 | 10,923 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $320,808 | 10,923 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $377,287 | 12,522 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $359,220 | 12,662 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $332,477 | 13,428 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $395,779 | 15,394 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $371,459 | 14,659 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $343,197 | 14,414 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $255,627 | 11,047 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $157,809 | 6,744 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $163,275 | 6,898 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $176,889 | 8,293 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $213,876 | 8,293 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $455,051 | 16,693 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||