Position in IVT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,046,497
+$379,863 QoQ
Shares Held
329,826
-3.7% QoQ
Ownership
0.423%
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 0%
Shared 82%
None 18%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026AMERIPRISE FINANCIAL INC holds $841,234,218 across 25 REIT - Retail names. IVT ranks #15 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,361,112 | $253,888,218 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
5,149,792 | $148,314,007 | |
| 3 | O |
Realty Income Corp
|
1,438,701 | $88,019,726 | |
| 4 | MAC |
Macerich Co
|
2,868,539 | $54,215,384 | |
| 5 | KRG |
Kite Realty Group Trust
|
1,571,162 | $38,572,025 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
947,321 | $35,448,750 | |
| 7 | FRT |
Federal Realty Investment Trust
|
318,455 | $33,823,103 | |
| 8 | EPRT |
Essential Properties Realty Trust, Inc.
|
986,308 | $29,944,308 |
All Filings in IVT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||