13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Real Estate Investment TrustsBellwetherCompounder
IVT

INVENTRUST PPTYS CORP

333 institutions still hold INVENTRUST PPTYS CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46124J201·Real Estate Investment Trusts·333 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.9%
vs prior quarter
13F value held
$1.4B
75.0% inst. owned
of float
Holders
333
+58 QoQ
filers reporting
Activity
+10 / −54
+872 added · −792 reduced
this quarter
Concentration
20.87%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

333 institutions reported IVT in Q1 2026. BlackRock, Inc. leads at 20.9% of the visible book. +58 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$295M9.7M0.01%Q1 202602
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$235M7.7M0.13%Q1 202603
Vanguard Portfolio Management
CIK 0002100121
$214M7.0M0.01%Q1 202604
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$104M3.4M0.00%Q1 202605
STATE STREET CORP
CIK 0000093751
$82M2.7M0.00%Q1 202606
FMR LLC
CIK 0000315066
$64M2.1M0.00%Q1 202607
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$63M2.1M0.00%Q1 202608
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$43M1.4M0.01%Q1 202609
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$39M1.3M0.02%Q1 202610
GOLDMAN SACHS GROUP INC
CIK 0000886982
$33M1.1M0.00%Q1 202611
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$33M1.1M0.01%Q1 202612
Qube Research & Technologies Ltd
CIK 0001729829
$28M931K0.03%Q1 202613
NORTHERN TRUST CORP
CIK 0000073124· Index
$28M914K0.00%Q1 202614
CENTERSQUARE INVESTMENT MANAGEMENT LLC
CIK 0001725296
$24M786K0.25%Q1 202615
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$22M733K0.02%Q1 202616
SCHRODER INVESTMENT MANAGEMENT GROUP
CIK 0001086619
$22M722K0.02%Q1 202617
DEPRINCE RACE & ZOLLO INC
CIK 0001008894
$22M718K0.41%Q1 202618
Vision Capital Corp
CIK 0001764403
$22M717K5.49%Q1 202619
Nuveen, LLC
CIK 0001871926
$22M714K0.01%Q1 202620
JPMORGAN CHASE & CO
CIK 0000019617
$17M541K0.00%Q1 2026
Page 1 of 17
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