Position in IVT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$33,497,348
+$7,210,481 QoQ
Shares Held
1,099,716
+18.0% QoQ
Ownership
1.41%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026GOLDMAN SACHS GROUP INC holds $1,974,036,091 across 26 REIT - Retail names. IVT ranks #14 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
3,406,548 | $635,423,394 | |
| 2 | O |
Realty Income Corp
|
4,296,598 | $262,865,864 | |
| 3 | KIM |
Kimco Realty Corp
|
7,955,073 | $178,750,489 | |
| 4 | REG |
Regency Centers Corp
|
1,460,721 | $110,518,149 | |
| 5 | ADC |
Agree Realty Corp
|
1,170,476 | $88,230,479 | |
| 6 | NNN |
Nnn REIT, Inc.
|
2,010,167 | $84,487,317 | |
| 7 | FRT |
Federal Realty Investment Trust
|
678,741 | $72,089,079 | |
| 8 | MAC |
Macerich Co
|
3,469,964 | $65,582,318 |
All Filings in IVT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,497,348 | 1,099,716 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $26,286,867 | 931,828 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $22,887,212 | 799,693 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $19,795,512 | 722,464 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $20,419,873 | 695,263 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $12,618,112 | 418,789 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $8,479,338 | 298,884 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,515,859 | 222,773 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,088,770 | 236,825 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,306,111 | 248,860 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $7,008,449 | 294,349 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $12,859,106 | 555,709 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $7,911,960 | 338,118 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $4,839,922 | 204,475 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $3,022,844 | 141,718 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $2,931,909 | 113,684 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $12,345,119 | 401,076 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||