IVT

Inventrust Properties Corp

Latest period2024 - Q4Total superinvestors24

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 24 superinvestors own shares of Inventrust Properties Corp (IVT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Inventrust Properties Corp (IVT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Inventrust Properties Corp (IVT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Inventrust Properties Corp (IVT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Increased 8.69%
0.07%
$1.426M
47,329 shares@ 30.13 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -7.28%
0.07%
$805,001
26,718 shares@ 30.13 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -1.58%
0.01%
$628,680
22,160 shares@ 28.38 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Increased 0.25%
0.01%
$564,324
18,590 shares@ 30.36 avg price
Aryn Sands@Shira Ridge Wealth Management
Recent Activity
Decreased -27.5%
0.28%
$559,475
18,569 shares@ 30.13 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Decreased -7.45%
0.06%
$472,865
15,694 shares@ 30.14 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
0.01%
$310,822
10,316 shares@ 30.14 avg price
John L. Smallwood@Smallwood Wealth Investment Management, Llc
Recent Activity
Decreased -2%
0.2%
$279,466
9,275 shares@ 30.14 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -96.77%
0.03%
$251,403
8,442 shares@ 29.79 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -1.39%
0.01%
$250,801
8,324 shares@ 30.13 avg price