Inventrust Properties Corp (IVT) Ownership

24.70 ↓0.52 (-2.06%)
As of February 3, 2023, 3:59pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Inventrust Properties Corp (IVT), owning a total of 9.6 million shares. Combined, the top 21 institutional holders of IVT own 44.02% of the company with a total of 29.7 million shares.

In the latest ownership report on September 30th 2022, the top 21 institutional holders increased their combined ownership of IVT by 1.2 million shares. 14 institutions bought 1,314,386 total additional shares and increased their ownership by an average of 10.20%. However 6 institutions sold 103,482 total shares and decreased their ownership by an average of 2.12%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Inventrust Properties Corp increased by a net total of 1,210,904 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc14.194%0.300%9,570,78428,5792022-09-30
BlackRock Inc9.067%4.359%6,113,361255,3362022-09-30
Principal Financial Group Inc4.169%-2.287%2,810,981-65,7912022-09-30
State Street Corporation3.903%2.783%2,631,46271,2492022-09-30
Geode Capital Management, LLC1.981%-0.231%1,335,663-3,0922022-09-30
Northern Trust Corp1.427%23.993%962,308186,2082022-09-30
Charles Schwab Investment Management Inc1.179%1.652%794,89012,9142022-09-30
Third Avenue Management LLC1.075%-1.254%724,502-9,1992022-09-30
Mitsubishi UFJ Trust & Banking Corp0.841%2.748%567,18015,1702022-09-30
Balyasny Asset Management LLC0.834%49.890%562,573187,2482022-09-30
Chilton Capital Management L P0.751%2.901%506,54814,2802022-09-30
Legal & General Group PLC0.577%12.165%388,95542,1842022-09-30
Rush Island Management, LP0.576%0.000%388,163388,1632022-09-30
Allianz Asset Management AG0.503%25.962%339,30969,9342022-09-30
Commonwealth Equity Services Inc0.494%-3.094%333,051-10,6322022-09-30
Advisor Group Holdings, Inc.0.448%4.478%301,82012,9352022-09-30
JPMorgan Chase & Co0.433%1.836%291,6525,2582022-09-30
Bank of New York Mellon Corp0.419%9.679%282,46424,9282022-09-30
UBS Asset Mgmt Americas Inc0.368%-3.546%248,030-9,1192022-09-30
Nuveen Asset Management, LLC0.351%-2.335%236,304-5,6492022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc14.194%0.300%9,570,78428,5792022-09-30
BlackRock Inc9.067%4.359%6,113,361255,3362022-09-30
Principal Financial Group Inc4.169%-2.287%2,810,981-65,7912022-09-30
State Street Corporation3.903%2.783%2,631,46271,2492022-09-30
Geode Capital Management, LLC1.981%-0.231%1,335,663-3,0922022-09-30
Northern Trust Corp1.427%23.993%962,308186,2082022-09-30
Charles Schwab Investment Management Inc1.179%1.652%794,89012,9142022-09-30
Third Avenue Management LLC1.075%-1.254%724,502-9,1992022-09-30
Mitsubishi UFJ Trust & Banking Corp0.841%2.748%567,18015,1702022-09-30
Balyasny Asset Management LLC0.834%49.890%562,573187,2482022-09-30
Chilton Capital Management L P0.751%2.901%506,54814,2802022-09-30
Legal & General Group PLC0.577%12.165%388,95542,1842022-09-30
Rush Island Management, LP0.576%0.000%388,163388,1632022-09-30
Allianz Asset Management AG0.503%25.962%339,30969,9342022-09-30
Commonwealth Equity Services Inc0.494%-3.094%333,051-10,6322022-09-30
Advisor Group Holdings, Inc.0.448%4.478%301,82012,9352022-09-30
JPMorgan Chase & Co0.433%1.836%291,6525,2582022-09-30
Susquehanna International Group, LLP0.428%-26.792%288,328-105,5212022-06-30
Bank of New York Mellon Corp0.419%9.679%282,46424,9282022-09-30
UBS Asset Mgmt Americas Inc0.368%-3.546%248,030-9,1192022-09-30
Nuveen Asset Management, LLC0.351%-2.335%236,304-5,6492022-09-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of Inventrust Properties Corp (IVT), owning a total of 3 million shares. Combined, the top 21 mutual fund holders of IVT own 27.33% of the company with a total of 18.4 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders increased their combined ownership of IVT by 58 thousand shares. 5 funds bought 34,059 total additional shares and increased their ownership by an average of 0.79%. However 4 funds sold 92,385 total shares and decreased their ownership by an average of 3.83%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Inventrust Properties Corp decreased by a net total of -58,326 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Real Estate Index Investor4.462%-1.163%3,008,280-35,4022022-12-31
Vanguard Total Stock Mkt Idx Inv2.907%0.779%1,959,75315,1452022-12-31
Vanguard Small Cap Index2.448%-0.375%1,650,555-6,2162022-12-31
Vanguard Small Cap Value Index Inv1.713%0.530%1,154,8976,0872022-12-31
Principal Real Estate Securities R51.630%0.000%1,099,00302022-12-31
Vanguard Extended Market Index Investor1.346%0.737%907,6656,6432022-12-31
Vanguard Real Estate II Index0.633%0.799%426,9493,3842022-12-31
Chilton Capital REIT0.536%-3.989%361,473-15,0192022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.488%-9.802%328,938-35,7482022-12-31
State St Russell Sm Cap® Indx NL Cl C0.387%1.085%260,7662,8002022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Real Estate Index Investor4.462%-1.163%3,008,280-35,4022022-12-31
Vanguard Total Stock Mkt Idx Inv2.907%0.779%1,959,75315,1452022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.858%1.575%1,927,32429,8772022-09-30
Vanguard Small Cap Index2.448%-0.375%1,650,555-6,2162022-12-31
iShares Russell 2000 ETF2.292%-0.831%1,545,674-12,9502022-12-30
Vanguard Small Cap Value Index Inv1.713%0.530%1,154,8976,0872022-12-31
Principal Real Estate Securities R51.630%0.000%1,099,00302022-12-31
Vanguard Extended Market Index Investor1.346%0.737%907,6656,6432022-12-31
iShares Russell 2000 Value ETF1.049%0.000%707,58402022-12-30
Fidelity® Small Cap Index0.809%3.049%545,70416,1482022-10-31
Third Avenue Real Estate Value Equity0.781%-2.088%526,710-11,2332022-09-30
Third Avenue Real Estate Value Instl0.781%-2.088%526,710-11,2332022-09-30
Vanguard Real Estate II Index0.633%0.799%426,9493,3842022-12-31
Chilton Capital REIT0.536%-3.989%361,473-15,0192022-12-31
Fidelity® Extended Market Index0.514%0.000%346,42802022-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.488%-9.802%328,938-35,7482022-12-31
Schwab US REIT ETF™0.472%0.051%318,1311622022-12-30
iShares Glb Prpty Secs Eq Idx (UK) L Acc0.452%0.000%304,66702022-10-31
Schwab US Small-Cap ETF™0.423%0.599%285,2401,6972022-12-30
State St Russell Sm Cap® Indx NL Cl C0.387%1.085%260,7662,8002022-12-31
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc0.353%-21.955%237,779-66,8882022-11-30

Discussions

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BumOfWolfStreet

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iphonepromax

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2minute42seconds

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