Who Owns InvenTrust Properties Stock?
NYSE: IVTReal EstateREIT - RetailUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 92.32%
- Held by insiders
- 0.94%
- Institutional holders
- 478
- Institutions 92.3%
- Insiders 0.9%
- Public and other 6.7%
Who owns InvenTrust Properties stock?
Institutional investors own about 92.3% of InvenTrust Properties's shares, spread across 478 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.94% of IVT.
The largest institutional holders are Blackrock Inc. (21.54%), Vanguard Portfolio Management LLC (11.07%) and Principal Financial Group, Inc. (10.40%). Together, the top 10 institutions control 67.5% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their IVT positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of IVT
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 15.35M | 21.54% | +58.7% |
| Vanguard Portfolio Management LLC | 7.89M | 11.07% | +12.3% |
| Principal Financial Group, Inc. | 7.41M | 10.40% | -4.1% |
| State Street Corporation | 3.91M | 5.49% | +46.1% |
| Vanguard Capital Management LLC | 3.45M | 4.84% | +1.5% |
| Goldman Sachs Group Inc | 3.11M | 4.37% | +182.9% |
| Geode Capital Management, LLC | 2.20M | 3.08% | +6.3% |
| FMR, LLC | 1.96M | 2.75% | -7.1% |
| Charles Schwab Investment Management, Inc. | 1.47M | 2.06% | +4.8% |
| Two Sigma Investments, LP | 1.33M | 1.86% | +81.2% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of IVT
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 3.08M | 4.32% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | 2.96M | 4.15% |
| Principal Funds, Inc-Real Estate Securities Fund | 2.55M | 3.57% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.48M | 3.48% |
| iShares Trust-iShares Russell 2000 ETF | 1.91M | 2.68% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 1.79M | 2.51% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 893.36K | 1.25% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 873.08K | 1.23% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | 734.11K | 1.03% |
| iShares Trust-iShares Russell 2000 Value ETF | 683.04K | 0.96% |
Frequently asked questions
Who is the largest shareholder of InvenTrust Properties?
Blackrock Inc. is the largest institutional shareholder of IVT, owning 21.54% of shares outstanding (15.35M shares) as of its latest 13F filing.
What percentage of InvenTrust Properties is owned by institutions?
Institutions own about 92.3% of IVT shares and 93.2% of the public float.
How much of InvenTrust Properties do insiders own?
Insiders, such as officers and directors, own about 0.94% of IVT shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.