IVT Institutional Ownership
Who owns InvenTrust Properties Corp. and what the big funds did with it last quarter, from every SEC 13F filing. 344 funds reported holding IVT at Jun 30, 2026, together owning 89.2% of the company.
- ▲177 buying vs 121 selling
- ▲Held by funds +11.2 pts
- ▲Funds holding +20
- ▲Superinvestors: 2 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 344 | 324 | +6.2% |
| In funds' top 10 | 2 | 3 | −33.3% |
| 13F shares | 69.6M | 60.8M | +14.4% |
| Held by funds | 89.2% | 78.0% | +11.2 pts |
| New positions | 49 | 48 | +2.1% |
| Increased | 128 | 100 | +28.0% |
| Reduced | 92 | 91 | +1.1% |
| Sold out | 29 | 27 | +7.4% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in IVT
All superinvestors →
Who owns IVT
share of fund held shares- Index and passive funds54.7%
- Active managers and hedge funds31.6%
- Banks and brokers12.1%
- Pensions, insurers and other1.6%
The top 10 holders own 69.1% of all IVT shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
81 funds changed their position- Chilton Capital Management LLCTrimmed−159K sh
- Principal Financial Group IncTrimmed−149K sh
- Exchange Traded Concepts, LLCAdded+76K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−62K sh
- Strs OhioTrimmed−41K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 19.68% | 15.3M | $543M | +5.7M |
| 2 | Vanguard Portfolio Management LLC | 10.12% | 7.9M | $279M | +861K |
| 3 | Principal Financial Group Inc | 9.51% | 7.4M | $262M | −316K |
| 4 | State Street Corp | 5.02% | 3.9M | $139M | +1.2M |
| 5 | Vanguard Capital Management LLC | 4.43% | 3.5M | $122M | +52K |
| 6 | Goldman Sachs Group Inc | 3.99% | 3.1M | $110M | +2M |
| 7 | Geode Capital Management, LLC | 2.82% | 2.2M | $77.8M | +130K |
| 8 | Fmr LLC | 2.51% | 2M | $69.3M | −150K |
| 9 | Charles Schwab Investment Management Inc | 1.89% | 1.5M | $52.1M | +67K |
| 10 | Two Sigma Investments, LP | 1.70% | 1.3M | $47M | +595K |
- BlackRock, Inc.+5.7M sh+$201M
- Goldman Sachs Group Inc+2M sh+$71.2M
- State Street Corp+1.2M sh+$44M
- Vanguard Portfolio Management LLC+861K sh+$30.5M
- Cbre Investment Management Listed Real Assets LLC+688K sh+$24.4M
- Wellington Management Group LLP+614K sh+$21.7M
- Two Sigma Investments, LP+595K sh+$21.1M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME+469K sh+$16.6M
- Qube Research & Technologies Ltd−891K sh−$31.5M
- Centersquare Investment Management LLC−786K sh−$23.9M
- Deprince Race & Zollo Inc−718K sh−$21.9M
- Millennium Management LLC−473K sh−$16.7M
- Vision Capital Corp−431K sh−$15.3M
- Susquehanna International Group, LLP−359K sh−$12.7M
- Jacobs Levy Equity Management, Inc−340K sh−$12M
- Principal Financial Group Inc−316K sh−$11.2M
IVT institutional ownership FAQ
Who owns the most IVT stock?
In Q2 2026 13F filings the largest holder of IVT was BlackRock, Inc., followed by Vanguard Portfolio Management LLC and Principal Financial Group Inc. Index fund managers are usually the biggest holders of large companies.
What percentage of IVT is owned by institutions?
Funds that file 13F reports held 89.2% of IVT's shares at Jun 30, 2026, compared with 78.0% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying IVT?
In Q2 2026, 177 funds bought IVT (49 of them new positions) and 121 sold (29 sold out completely). Among well known investors, 2 added and 1 cut. Our fund sentiment for IVT is strongly bullish.
What is IVT's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this IVT ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.