Ranked by reported Q2 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. | 15.3M | $543.3M | +58.7% | 19.693% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.9M | $279.2M | +12.3% | 10.121% | 0.01% |
| 3 | PRINCIPAL FINANCIAL GROUP INC | 7.4M | $262.4M | -4.1% | 9.512% | 0.13% |
| 4 | STATE STREET CORP | 3.9M | $139.5M | +46.1% | 5.021% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.5M | $122.2M | +1.5% | 4.429% | 0.00% |
| 6 | GOLDMAN SACHS GROUP INC | 3.1M | $110.1M | +182.9% | 3.991% | 0.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.2M | $77.8M | +6.3% | 2.819% | 0.00% |
| 8 | FMR LLC | 2.0M | $69.3M | -7.1% | 2.510% | 0.00% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | $52.1M | +4.8% | 1.888% | 0.01% |
| 10 | TWO SIGMA INVESTMENTS, LP | 1.3M | $47.0M | +81.2% | 1.705% | 0.03% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $40.0M | +5.4% | 1.449% | 0.01% |
| 12 | NORTHERN TRUST CORP | 1.0M | $36.5M | +12.7% | 1.321% | 0.00% |
| 13 | MILLENNIUM MANAGEMENT LLC | 809K | $28.6M | -36.9% | 1.038% | 0.01% |
| 14 | Nuveen, LLC | 720K | $25.5M | +0.7% | 0.923% | 0.01% |
| 15 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 688K | $24.4M | β | 0.883% | 0.34% |
| 16 | JPMORGAN CHASE & CO | 649K | $23.7M | +20.0% | 0.833% | 0.00% |
| 17 | SCHRODER INVESTMENT MANAGEMENT GROUP | 655K | $23.6M | -9.3% | 0.841% | 0.02% |
| 18 | WELLINGTON MANAGEMENT GROUP LLP | 647K | $22.9M | +1843.1% | 0.830% | 0.00% |
| 19 | Bank of New York Mellon Corp | 547K | $19.4M | +61.7% | 0.702% | 0.00% |
| 20 | Aberdeen Group plc | 535K | $18.9M | +3.2% | 0.686% | 0.03% |
| 21 | Legal & General Group Plc | 519K | $18.4M | +28.5% | 0.666% | 0.00% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 517K | $18.3M | +3.0% | 0.663% | 0.00% |
| 23 | BANK OF AMERICA CORP /DE/ | 489K | $17.3M | +99.5% | 0.627% | 0.00% |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 471K | $16.7M | +19523.9% | 0.605% | 0.00% |
| 25 | CHILTON CAPITAL MANAGEMENT LLC | 433K | $15.4M | +2.1% | 0.556% | 0.49% |
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 Q2 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 344 | +6.8% | 89.21% | +11.35 pp | $2.43B | +33% |
| Q1 2026 | 322 | +9.5% | 77.86% | +0.27 pp | $1.82B | +8.4% |
| Q4 2025 | 294 | +0.3% | 77.59% | +5.59 pp | $1.68B | +6.8% |
| Q3 2025 | 293 | 1.3% | 72.00% | +0.12 pp | $1.57B | +6.0% |
| Q2 2025 | 297 | 1.3% | 71.88% | +2.18 pp | $1.48B | 3.4% |
| Q1 2025 | 301 | +1.0% | 69.70% | +0.64 pp | $1.54B | 1.5% |
| Q4 2024 | 298 | 0.3% | 69.06% | +1.44 pp | $1.56B | 5.1% |
| Q3 2024 | 299 | β | 67.62% | β | $1.65B | 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 Q2 2026 13F filings, institutional ownership of InvenTrust Properties Corp. stands at 89.2%, held across 344 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of IVT, with approximately 15,348,026 shares worth $0.54B as of Q2 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of IVT, including TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for IVT is 69 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
49 institutions opened new positions in IVT during Q2 2026, while 27 fully exited. 240 added to existing positions and 46 trimmed.
IVT institutional ownership rose by 11.35 percentage points quarter-over-quarter, with a net change of +22 holders.
The top 10 institutions account for 70.2% of all reported 13F value in IVT, and the top 25 account for 84.6%.
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