Position in IVT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,340,963
+$4,294,466 QoQ
Shares Held
405,112
+22.8% QoQ
Ownership
0.520%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 342 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 86%
None 14%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $920,920,591 across 25 REIT - Retail names. IVT ranks #13 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,364,286 | $305,122,561 | |
| 2 | FRT |
Federal Realty Investment Trust
|
874,763 | $103,894,494 | |
| 3 | BRX |
Brixmor Property Group Inc.
|
3,061,744 | $96,536,785 | |
| 4 | O |
Realty Income Corp
|
1,317,891 | $81,656,524 | |
| 5 | KRG |
Kite Realty Group Trust
|
1,703,098 | $48,333,918 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
946,006 | $39,372,768 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
1,266,681 | $37,810,426 | |
| 8 | FCPT |
Four Corners Property Trust, Inc.
|
1,166,624 | $28,640,616 |
All Filings in IVT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,340,963 | 405,112 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,046,497 | 329,826 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,666,634 | 342,667 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $11,128,399 | 388,833 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $12,663,045 | 462,155 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,335,888 | 454,065 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $13,932,502 | 462,413 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,457,393 | 403,856 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,780,669 | 112,305 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $664,782 | 25,857 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $710,102 | 28,023 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $579,248 | 24,328 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $517,641 | 22,370 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $639,124 | 27,313 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $647,894 | 27,372 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $575,909 | 27,000 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $752,035 | 29,160 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,885,244 | 61,249 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,152,122 | 78,948 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||