Position in IVT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,916,548
+$462,711 QoQ
Shares Held
194,240
+0.5% QoQ
Ownership
0.249%
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 86%
None 14%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Invesco Ltd. holds $2,814,099,751 across 26 REIT - Retail names. IVT ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
3,241,968 | $604,724,281 | |
| 2 | O |
Realty Income Corp
|
8,186,505 | $500,850,367 | |
| 3 | KIM |
Kimco Realty Corp
|
19,304,760 | $433,777,949 | |
| 4 | REG |
Regency Centers Corp
|
4,097,198 | $309,993,995 | |
| 5 | FRT |
Federal Realty Investment Trust
|
2,688,309 | $285,525,295 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
7,396,550 | $213,020,633 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
5,674,114 | $172,266,097 | |
| 8 | SKT |
Tanger Inc.
|
2,378,485 | $80,820,915 |
All Filings in IVT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,916,548 | 194,240 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,453,837 | 193,330 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $5,440,374 | 190,090 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,571,706 | 203,347 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,029,530 | 239,344 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $7,398,147 | 245,541 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,899,383 | 243,193 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $6,089,768 | 245,952 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,117,024 | 237,924 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,029,481 | 198,480 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $4,184,938 | 175,764 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,882,543 | 167,785 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,905,201 | 166,889 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,483,597 | 104,926 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,135,024 | 100,095 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,582,499 | 61,361 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,764,617 | 57,330 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $936,162 | 34,342 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||