JACOBS LEVY EQUITY MANAGEMENT, INC
Position in IVT — InvenTrust Properties Corp.
CIK 884414
FLORHAM PARK, NJ
Position in IVT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,547,262
-$1,045,609 QoQ
Shares Held
346,266
-15.7% QoQ
Ownership
0.444%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 70.23300006353497.ToString("F0")%
Shared 0.ToString("F0")%
None 29.766999936465027.ToString("F0")%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $44,660,291 across 10 REIT - Retail names. IVT ranks #1 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVT |
InvenTrust Properties Corp.
This page
|
346,266 | $10,547,262 | |
| 2 | REG |
Regency Centers Corp
|
88,999 | $6,733,664 | |
| 3 | SITC |
SITE Centers Corp.
|
1,171,207 | $6,324,517 | |
| 4 | ALX |
Alexanders Inc
|
23,569 | $5,566,997 | |
| 5 | SPG |
Simon Property Group Inc.
|
27,795 | $5,184,601 | |
| 6 | WSR |
Whitestone REIT
|
272,874 | $4,406,915 | |
| 7 | SKT |
Tanger Inc.
|
77,407 | $2,630,289 | |
| 8 | PINE |
Alpine Income Property Trust, Inc.
|
81,158 | $1,460,844 |
All Filings in IVT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,547,262 | 346,266 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,592,871 | 410,949 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,631,705 | 651,003 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $16,997,370 | 620,342 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,614,804 | 599,755 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,918,251 | 528,319 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,808,544 | 521,979 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,064,111 | 487,242 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $361,559 | 14,063 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||