Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in IVT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9.7M | $294.6M | +4.0% | 12.409% | 0.01% |
| 2 | PRINCIPAL FINANCIAL GROUP INC | 7.7M | $235.4M | +24.9% | 9.918% | 0.13% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.0M | $214.0M | β | 9.016% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.4M | $103.6M | β | 4.363% | 0.00% |
| 5 | STATE STREET CORP | 2.7M | $82.2M | -1.6% | 3.436% | 0.00% |
| 6 | FMR LLC | 2.1M | $64.2M | +0.1% | 2.703% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.1M | $63.0M | +2.9% | 2.652% | 0.00% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4M | $42.8M | +1.7% | 1.802% | 0.01% |
| 9 | MILLENNIUM MANAGEMENT LLC | 1.3M | $39.0M | -32.9% | 1.645% | 0.03% |
| 10 | GOLDMAN SACHS GROUP INC | 1.1M | $33.5M | +18.0% | 1.411% | 0.00% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $32.6M | +8.2% | 1.375% | 0.01% |
| 12 | Qube Research & Technologies Ltd | 931K | $28.4M | -11.3% | 1.195% | 0.03% |
| 13 | NORTHERN TRUST CORP | 914K | $27.8M | +5.4% | 1.173% | 0.00% |
| 14 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 786K | $23.9M | -39.0% | 1.008% | 0.25% |
| 15 | TWO SIGMA INVESTMENTS, LP | 733K | $22.3M | +1292.1% | 0.941% | 0.02% |
| 16 | SCHRODER INVESTMENT MANAGEMENT GROUP | 722K | $22.0M | -25.0% | 0.927% | 0.02% |
| 17 | DEPRINCE RACE & ZOLLO INC | 718K | $21.9M | -24.9% | 0.921% | 0.41% |
| 18 | Vision Capital Corp | 717K | $21.8M | -29.5% | 0.920% | 11.92% |
| 19 | Nuveen, LLC | 714K | $21.8M | +9.5% | 0.916% | 0.01% |
| 20 | abrdn plc | 519K | $15.8M | -7.6% | 0.665% | 0.03% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 502K | $15.3M | β | 0.644% | 0.00% |
| 22 | Neuberger Berman Group LLC | 483K | $14.7M | -23.1% | 0.619% | 0.01% |
| 23 | CHILTON CAPITAL MANAGEMENT LLC | 424K | $13.0M | -0.3% | 0.545% | 0.46% |
| 24 | Mitsubishi UFJ Trust & Banking Corp | 410K | $12.5M | +10.6% | 0.526% | 0.03% |
| 25 | Legal & General Group Plc | 404K | $12.3M | -8.3% | 0.518% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in IVT β a direct measure of their conviction.
Filings activity in IVT during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new IVT position in Q1 2026
Institutions that fully closed their IVT position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 311 | +5.8% | 65.76% | +4.12 pp | $1.79B | +6.7% |
| Q4 2025 | 294 | +0.3% | 61.64% | +3.93 pp | $1.68B | +6.8% |
| Q3 2025 | 293 | 1.3% | 57.71% | +3.27 pp | $1.57B | +6.0% |
| Q2 2025 | 297 | 1.3% | 54.44% | 1.92 pp | $1.48B | 3.4% |
| Q1 2025 | 301 | +1.0% | 56.36% | 0.88 pp | $1.54B | 1.5% |
| Q4 2024 | 298 | 0.3% | 57.24% | 3.10 pp | $1.56B | 5.1% |
| Q3 2024 | 299 | +9.5% | 60.34% | +22.53 pp | $1.65B | +60% |
| Q2 2024 | 273 | β | 37.81% | β | $1.03B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying IVT stock.
Based on Q1 2026 13F filings, institutional ownership of InvenTrust Properties Corp. stands at 65.8%, held across 311 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of IVT, with approximately 9,670,929 shares worth $0.29B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of IVT, including MILLENNIUM MANAGEMENT LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for IVT is 68 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
56 institutions opened new positions in IVT during Q1 2026, while 39 fully exited. 200 added to existing positions and 55 trimmed.
IVT institutional ownership rose by 4.12 percentage points quarter-over-quarter, with a net change of +17 holders.
The top 10 institutions account for 65.4% of all reported 13F value in IVT, and the top 25 account for 82.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
InvenTrust Properties Corp. (IVT) Institutional Ownership