Position in IVT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,167,779
+$260,767 QoQ
Shares Held
103,998
+0.9% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 10.955018365737802.ToString("F0")%
Shared 0.ToString("F0")%
None 89.0449816342622.ToString("F0")%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026PANAGORA ASSET MANAGEMENT INC holds $200,672,741 across 13 REIT - Retail names. IVT ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
699,006 | $130,385,589 | |
| 2 | KIM |
Kimco Realty Corp
|
1,425,248 | $32,025,322 | |
| 3 | UE |
Urban Edge Properties
|
505,723 | $10,104,345 | |
| 4 | SKT |
Tanger Inc.
|
293,867 | $9,985,600 | |
| 5 | REG |
Regency Centers Corp
|
86,460 | $6,541,563 | |
| 6 | ADC |
Agree Realty Corp
|
42,689 | $3,217,896 | |
| 7 | IVT |
InvenTrust Properties Corp.
This page
|
103,998 | $3,167,779 | |
| 8 | CBL |
Cbl & Associates Properties Inc
|
60,308 | $2,317,636 |
All Filings in IVT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,167,779 | 103,998 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,907,012 | 103,049 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,796,460 | 97,710 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,677,254 | 97,710 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,869,742 | 97,710 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||