IVT — Inventrust Pptys Corp Com New Institutional Holders · Q3 2026
Who owns Inventrust Pptys Corp Com New (IVT)? 11 institutions reported holding $421,522 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($246,575), Versant Capital Management, Inc ($62,652), CX Institutional ($27,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $246,575 | 8,178 | Trimmed |
| 2 | Versant Capital Management, Inc | $62,652 | 2,078 | Added |
| 3 | CX Institutional | $27,000 | 881 | Hold |
| 4 | Trust Co | $24,120 | 800 | Hold |
| 5 | GAMMA Investing LLC | $17,909 | 594 | Added |
| 6 | CoreCap Advisors, LLC | $15,618 | 518 | Trimmed |
| 7 | Bank & Trust Co | $10,854 | 360 | Hold |
| 8 | ARMSTRONG ADVISORY GROUP, INC | $8,834 | 293 | Hold |
| 9 | Planning Strategies Inc. | $7,538 | 250 | Hold |
| 10 | MassMutual Private Wealth & Trust, FSB | $422 | 14 | Hold |
| 11 | Davis Capital Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30