IVT InvenTrust Properties Corp. Common Stock

NYSE · Real Estate · View on SEC EDGAR ↗
$33.55
Price · Aug 19, 2026
Fundamentals as of Aug 3, 2026

IVT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$33.55
Market Cap
$2.61B
P/E (TTM)
23.7
EPS (TTM)
$1.42
Revenue (TTM)
$299M
Div Yield
2.8%
ROE
6.2%
Debt/Equity
52W Range
$27 – $37

IVT Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $299M
10-point trend, +23.3%
2016-12-31 2025-12-31
EPS $1.42
7-point trend, +167.9%
2019-12-31 2025-12-31
Free Cash Flow
Margins 37.2%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
IVT
Peer Median
P/E (TTM)
5-point trend, +105.8%
23.7
22.9
P/S (TTM)
5-point trend, -15.4%
8.7
7.3
P/B
5-point trend, +4.6%
1.5
1.7

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
IVT
Peer Median
Operating Margin
5-point trend, +622.4%
20.1%
Net Profit Margin
5-point trend, +1571.9%
37.2%
26.0%
ROA
5-point trend, +1887.0%
4.1%
3.6%
ROE
5-point trend, +1966.7%
6.2%
10.3%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
IVT
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
IVT
Peer Median
Revenue YoY
5-point trend, +41.1%
9.2%
Revenue CAGR 3Y
5-point trend, +41.1%
8.1%
Revenue CAGR 5Y
5-point trend, +41.1%
8.6%
EPS YoY
5-point trend, +1875.0%
647.4%
Net Income YoY
5-point trend, +2178.8%
715.8%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
IVT
Peer Median
EPS (Diluted)
5-point trend, +1875.0%
$1.42

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
IVT
Peer Median
Payout Ratio
5-point trend, +106.3%
65.4%

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
2.8%
Payout Ratio
65.4%
5Y Div CAGR
Ex-dateAmount
June 30, 2026$0.2500
March 31, 2026$0.2500
Dec. 30, 2025$0.2380
Sept. 30, 2025$0.2380
June 30, 2025$0.2380
March 31, 2025$0.2380
Dec. 30, 2024$0.2260
Sept. 30, 2024$0.2260
June 28, 2024$0.2260
March 27, 2024$0.2260
Dec. 27, 2023$0.2160
Sept. 28, 2023$0.2160
June 29, 2023$0.2160
March 30, 2023$0.2160
Dec. 28, 2022$0.2050
Sept. 29, 2022$0.2050
June 29, 2022$0.2050
March 30, 2022$0.2050
Dec. 29, 2021$0.2050
Sept. 29, 2021$0.0200

IVT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 12 analysts
  • Strong Buy 4 33.3%
  • Buy 4 33.3%
  • Hold 4 33.3%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

7 analysts · 2026-08-15
Median target $37.00 +10.3%
Mean target $37.14 +10.7%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.02%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.02 $0.05 -0.03%
March 31, 2026 $0.07 $0.05 0.02%
Dec. 31, 2025 $0.03 $0.14 -0.11%
Sept. 30, 2025 $0.08 $0.07 0.01%
June 30, 2025 $0.06 $0.07 -0.01%
March 31, 2025 $0.09 $0.08 0.01%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
IVT $2.19B 19.9 9.2% 37.2% 6.2%
KRG $5.01B 17.5 0.82% 35.4% 9.3%
SKT 35.9
CURB $2.45B 62.7 51.3% 21.8% 2.1%
AKR $2.69B 205.4 14.2% 4.1% 0.79%
UE $2.42B 25.9 6.1% 19.8% 6.8%
NTST $1.64B 220.5 19.8% 3.6% 0.50%
GTY $1.64B 20.3 9.0% 35.7% 7.7%
CBL $1.12B 8.5 12.2% 23.5% 38.9%
ALX $1.11B 39.6 -5.8% 13.2% 22.2%
SPG 13.1 6.7% 84.3% 131.6%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 14
Annual Income Statement data for IVT
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +5.8% $299M $274M $259M $237M $212M $198M $226M $243M $252M $243M $258M $283M
SG&A Expense 12-point trend, -43.1% $35M $33M $32M $33M $38M $33M $35M $35M $43M $49M $70M $61M
Operating Expenses 12-point trend, -3.4% $248M $227M $223M $201M $209M $180M $199M $206M $209M $215M $334M $257M
Operating Income 12-point trend, +129.2% $60M $-33M $-31M $17M $-8M $-28M $36M $47M $17M $28M $-76M $26M
Interest Expense 10-point trend, -52.3% · · $38M $27M $16M $19M $23M $25M $30M $44M $54M $80M
Other Non-op 12-point trend, +145.9% $4M $4M $5M $2M $606.0K $3M $1M $3M $-308.0K $2M $15M $1M
Pretax Income 6-point trend, -73.9% · · · · · · $65M $84M $59M $119M $-23M $249M
Income Tax 9-point trend, -24.0% $568.0K $543.0K $517.0K · · · $1M $30.0K $1M $201.0K $2M $747.0K
Net Income 12-point trend, -77.1% $111M $14M $5M $52M $-5M $-10M $38M $84M $62M $253M $3M $487M
EPS (Basic) 7-point trend, +171.7% $1.44 $0.19 $0.08 $0.77 $-0.08 $-0.14 $0.53 · · · · ·
EPS (Diluted) 7-point trend, +167.9% $1.42 $0.19 $0.08 $0.77 $-0.08 $-0.14 $0.53 · · · · ·
Shares (Basic) 9-point trend, -90.0% 77,598,121 70,394,448 67,531,898 67,406,233 71,072,933 72,040,623 72,914,406 761,139,011 773,445,341 · · ·
Shares (Diluted) 10-point trend, -90.8% 78,338,449 71,010,568 67,813,180 67,525,935 71,072,933 72,040,623 72,990,790 762,065,474 774,600,479 854,700,755 · ·
EBITDA 12-point trend, -59.4% $189M $81M $83M $112M $79M $59M $135M $134M $112M $115M $147M $464M
Balance Sheet 12
Annual Balance Sheet data for IVT
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 7-point trend, -62.8% · · · · · $223M $255M $260M $163M $397M $203M $599M
Goodwill · · · · · · · · · · · $42M
Intangibles · · · · · · · · · · · $112M
Total Assets 12-point trend, -62.8% $2.79B $2.64B $2.49B $2.47B $2.21B $2.41B $2.51B $2.54B $2.70B $2.79B $4.20B $7.50B
Total Liabilities 12-point trend, -71.6% $994M $876M $933M $869M $641M $668M $688M $684M $793M $837M $2.06B $3.50B
Long-term Debt 7-point trend, -53.6% $823M $740M $815M $755M $533M · · · · $435M $1.77B ·
Common Stock 12-point trend, -90.9% $78.0K $77.0K $68.0K $67.0K $67.0K $72.0K $721.0K $729.0K $773.0K $773.0K $862.0K $861.0K
Paid-in Capital 12-point trend, -26.0% $5.74B $5.73B $5.47B $5.46B $5.45B $5.57B $5.57B $5.59B $5.68B $5.68B $6.07B $7.76B
AOCI 12-point trend, -91.7% $5M $14M $18M $27M $-4M $-12M $1M $2M $2M $59M $37M $58M
Stockholders' Equity 12-point trend, -55.1% $1.79B $1.76B $1.55B $1.60B $1.57B $1.74B $1.82B $1.85B $1.91B $1.95B $2.15B $4.00B
Liabilities + Equity 12-point trend, -62.8% $2.79B $2.64B $2.49B $2.47B $2.21B $2.41B $2.51B $2.54B $2.70B $2.79B $4.20B $7.50B
Shares Outstanding 12-point trend, -91.0% 77,691,533 77,450,794 67,807,831 67,472,553 67,344,374 71,998,654 720,807,884 728,558,989 774,293,197 773,304,997 862,205,672 861,824,777
Cash Flow 17
Annual Cash Flow data for IVT
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, -61.3% $128M $114M $113M $95M $87M $88M $97M $101M $95M $116M $163M $332M
Stock-based Comp 6-point trend, +5541000.00 · · · · · · $6M $4M $3M $2M $2M $0
Deferred Tax Flat — no change across 5 periods · · · · · · · $0 $0 $0 $0 $0
Amort. of Intangibles 12-point trend, +38.1% $39M $31M $35M $23M $21M $25M $27M $26M $26M $21M $19M $28M
Other Non-cash 12-point trend, +82.4% $-85M $9M $11M $-21M $8M $17M $-35M $-64M $-44M $-251M $26M $-481M
Operating Cash Flow 12-point trend, -54.3% $155M $137M $130M $126M $90M $94M $106M $125M $118M $133M $196M $340M
CapEx 2-point trend, -30.4% · · · · · · · · · · $13M $19M
Investing Cash Flow 12-point trend, -107.5% $-145M $-241M $-80M $-144M $-65M $-49M $-42M $175M $-209M $1.08B $-164M $1.92B
Stock Issued 3-point trend, +5165000.00 · · $5M $0 $0 · · · · · · ·
Stock Repurchased 7-point trend, +0.00 · · $0 $0 $116M $5M $20M $0 $0 · · ·
Net Stock Activity 5-point trend, +125.3% · · $5M $0 $-17M $-5M $-20M · · · · ·
Dividends Paid 12-point trend, -83.4% $73M $63M $57M $55M $56M $54M $53M $54M $53M $99M $147M $439M
Financing Cash Flow 12-point trend, +96.7% $-61M $95M $-88M $112M $-204M $-82M $-68M $-207M $-159M $-1.01B $-561M $-1.85B
Net Change in Cash 12-point trend, -112.2% $-51M $-9M $-38M $93M $-179M $-37M $-4M $93M $-250M $199M $-530M $414M
Taxes Paid 11-point trend, -90.4% $659.0K $530.0K $209.0K $-386.0K $276.0K $833.0K $446.0K $463.0K $625.0K $966.0K $7M ·
Free Cash Flow 2-point trend, -33.8% · · · · · · · · · · $181M $274M
Levered FCF 2-point trend, +281.8% · · · · · · · · · · $395M $104M
Profitability 7
Annual Profitability data for IVT
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, +109.4% 20.1% -12.2% -11.8% 7.2% -3.8% -14.3% 16.6% 13.7% 5.9% -0.52% -3.4% 9.6%
Net Margin 12-point trend, +5.5% 37.2% 5.0% 2.0% 22.1% -2.5% -5.1% 17.0% 34.5% 24.5% 101.2% 0.77% 35.3%
Pretax Margin 6-point trend, +51.1% · · · · · · 28.7% 34.6% 23.5% 34.9% 0.13% 19.0%
EBITDA Margin 12-point trend, +87.4% 63.0% 29.4% 32.0% 47.3% 37.3% 30.0% 59.6% 55.2% 44.3% 46.1% 32.7% 33.6%
ROA 12-point trend, -27.5% 4.1% 0.53% 0.21% 2.2% -0.23% -0.41% 1.5% 3.2% 2.2% 7.2% 0.06% 5.7%
ROE 12-point trend, -47.7% 6.2% 0.78% 0.34% 3.2% -0.33% -0.58% 2.1% 4.5% 3.2% 12.3% 0.11% 11.8%
ROIC 6-point trend, -36.7% · · · · · · 2.0% 1.8% 0.76% -0.07% 1.6% 3.2%
Liquidity & Solvency 1
Annual Liquidity & Solvency data for IVT
Metric Trend 202520242023202220212020201920182017201620152014
Interest Coverage 10-point trend, -206.8% · · -0.8 0.6 -0.5 -1.5 1.6 1.3 0.5 -0.0 -0.2 0.7
Efficiency 1
Annual Efficiency data for IVT
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -31.4% 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.2
Per Share 6
Annual Per Share data for IVT
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +398.5% $23.09 $22.72 $22.92 $23.77 $23.34 $2.42 $2.52 $2.54 $2.46 $2.52 $2.49 $4.63
Revenue / Share 8-point trend, +1099.4% $3.82 $3.86 $3.81 $3.51 $2.98 $0.27 $0.31 $0.32 · · · ·
Cash Flow / Share 8-point trend, +1112.7% $1.98 $1.93 $1.91 $1.86 $1.27 $0.13 $0.15 $0.16 · · · ·
Cash / Share 7-point trend, -63.6% · · · · · $0.31 $0.35 $0.36 $0.21 $0.51 $0.24 $0.85
Dividend / Share 4-point trend, +15.8% $1 $1 $1 $1 · · · · · · · ·
EPS (TTM) 7-point trend, +167.9% $1.42 $0.19 $0.08 $0.77 $-0.08 $-0.14 $0.53 · · · · ·
Growth Rates 8
Annual Growth Rates data for IVT
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +28.7% 9.2% 5.9% 9.3% 11.7% 7.1% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -13.2% 8.1% 8.9% 9.3% · · · · · · · · ·
Revenue CAGR 5Y 8.6% · · · · · · · · · · ·
EPS YoY 3-point trend, +822.4% 647.4% 137.5% -89.6% · · · · · · · · ·
EPS CAGR 3Y 22.6% · · · · · · · · · · ·
Net Income YoY 3-point trend, +896.1% 715.8% 159.2% -89.9% · · · · · · · · ·
Net Income CAGR 3Y 28.7% · · · · · · · · · · ·
Dividend CAGR 5Y 6.1% · · · · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for IVT
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +5.8% $299M $274M $259M $237M $212M $198M $226M $243M $252M $243M $258M $283M
Net Income TTM 12-point trend, -77.1% $111M $14M $5M $52M $-5M $-10M $38M $84M $62M $253M $3M $487M
Market Cap 12-point trend, -92.4% $2.19B $2.33B $1.72B $1.60B $1.84B $7.91B $11.17B $11.29B $11.61B $15.93B $18.91B $28.97B
P/E 7-point trend, -32.1% 19.9 158.6 316.8 30.7 -340.8 -78.6 29.2 · · · · ·
P/S 12-point trend, -92.9% 7.3 8.5 6.6 6.7 8.7 40.0 49.3 46.5 46.1 65.6 73.4 102.5
P/B 12-point trend, -83.2% 1.2 1.3 1.1 1.0 1.2 4.6 6.1 6.1 6.1 8.2 8.8 7.3
P / Tangible Book 6-point trend, -73.2% 1.2 1.3 1.1 1.0 1.2 4.6 · · · · · ·
P / Cash Flow 12-point trend, -83.4% 14.1 17.0 13.3 12.7 20.4 84.1 105.4 90.6 98.3 132.2 97.1 85.1
P / FCF 2-point trend, -1.4% · · · · · · · · · · 104.3 105.8
Dividend Yield 12-point trend, +119.9% 3.3% 2.7% 3.4% 3.5% 3.0% 0.69% 0.48% 0.48% 0.46% 0.62% 0.77% 1.5%
Earnings Yield 7-point trend, +47.1% 5.0% 0.63% 0.32% 3.2% -0.29% -1.3% 3.4% · · · · ·
Payout Ratio 12-point trend, -27.5% 65.4% 459.6% 1091.1% 105.9% -1036.6% -532.9% 138.7% 64.6% 86.4% 39.0% 4229.5% 90.2%
Annual Payout 12-point trend, -83.4% $73M $63M $57M $55M $56M $54M $53M $54M $53M $99M $147M $439M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $299M$274M$259M$237M$212M
Operating Margin % 20.1%-12.2%-11.8%7.2%-3.8%
Net Income $111M$14M$5M$52M$-5M
Diluted EPS $1.42$0.19$0.08$0.77$-0.08

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Institutional owners (13F) 360 filers · $1.4B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
58 (+4 vs prior Q) 26 (-1 vs prior Q) 117 (+16 vs prior Q) 86 (+3 vs prior Q) +12.9M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD PORTFOLIO MANAGEMENT LLC $279,233,713 7,887,958 20.01% Shares
STATE STREET CORP $139,487,266 3,913,223 10.00% Shares
VANGUARD CAPITAL MANAGEMENT LLC $122,203,349 3,452,072 8.76% Shares
GOLDMAN SACHS GROUP INC $86,669,855 2,448,301 6.21% Shares
GEODE CAPITAL MANAGEMENT, LLC $67,232,225 1,898,804 4.82% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $52,088,113 1,471,416 3.73% Shares
TWO SIGMA INVESTMENTS, LP $47,026,528 1,328,433 3.37% Shares
FMR LLC $39,232,015 1,108,249 2.81% Shares
DIMENSIONAL FUND ADVISORS LP $37,108,156 1,048,253 2.66% Shares
MILLENNIUM MANAGEMENT LLC $28,649,326 809,303 2.05% Shares
BlackRock, Inc. $28,185,515 796,201 2.02% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $23,583,456 655,096 1.69% Shares
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC $22,486,576 635,214 1.61% Shares
DEPRINCE RACE & ZOLLO INC $21,860,593 717,682 1.57% Shares
WELLINGTON MANAGEMENT GROUP LLP $18,682,987 527,768 1.34% Shares
VANGUARD FIDUCIARY TRUST CO $18,303,287 517,042 1.31% Shares
CHILTON CAPITAL MANAGEMENT LLC $15,435,890 433,403 1.11% Shares
Nuveen Asset Management, LLC $15,298,206 507,740 1.10% Shares
NEUBERGER BERMAN GROUP LLC $14,118,617 398,831 1.01% Shares
Adelante Capital Management LLC $13,400,200 378,545 0.96% Shares
Bank of New York Mellon Corp $11,792,731 333,128 0.85% Shares
GLENMEDE TRUST CO NA $11,537,214 325,910 0.83% Shares
Glenmede Investment Management, LP $11,295,741 394,680 0.81% Shares
ENVESTNET ASSET MANAGEMENT INC $10,200,114 288,139 0.73% Shares
Vision Capital Corp $10,109,638 285,583 0.72% Shares
Public Sector Pension Investment Board $9,477,359 267,722 0.68% Shares
AMERIPRISE FINANCIAL INC $9,241,116 261,047 0.66% Shares
RENAISSANCE TECHNOLOGIES LLC $8,355,958 236,044 0.60% Shares
Mitsubishi UFJ Trust & Banking Corp $8,288,096 234,127 0.59% Shares
CITADEL ADVISORS LLC $8,078,245 228,199 0.58% Shares
Jefferies Financial Group Inc. $7,312,472 206,567 0.52% Shares
RHUMBLINE ADVISERS $7,056,519 199,337 0.51% Shares
LPL Financial LLC $5,860,788 165,559 0.42% Shares
Swiss National Bank $5,518,860 155,900 0.40% Shares
FIRST TRUST ADVISORS LP $5,448,272 153,906 0.39% Shares
PICTON MAHONEY ASSET MANAGEMENT $5,263,946 148,699 0.38% Shares
VIRGINIA RETIREMENT SYSTEMS ET Al $5,027,022 178,200 0.36% Shares
GSI Capital Advisors LLC $4,400,220 124,300 0.32% Shares
Asset Management One Co., Ltd. $4,326,417 142,036 0.31% Shares
Legal & General Group Plc $4,233,096 119,579 0.30% Shares
Quantinno Capital Management LP $3,809,188 107,604 0.27% Shares
BANK OF AMERICA CORP /DE/ $3,610,092 101,980 0.26% Shares
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $3,208,975 90,649 0.23% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,978,841 84,148 0.21% Shares
PANAGORA ASSET MANAGEMENT INC $2,944,537 83,179 0.21% Shares
Sumitomo Mitsui Trust Group, Inc. $2,902,375 81,988 0.21% Shares
MARTINGALE ASSET MANAGEMENT L P $2,892,003 81,695 0.21% Shares
ALLIANCEBERNSTEIN L.P. $2,879,414 94,531 0.21% Shares
BARCLAYS PLC $2,878,232 81,306 0.21% Shares
PRUDENTIAL FINANCIAL INC $2,770,050 78,250 0.20% Shares
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $2,699,674 76,262 0.19% Shares
Greenland Capital Management LP $2,655,000 75,000 0.19% Shares
Vanguard Investments Australia, Ltd. $2,566,925 72,512 0.18% Shares
Cetera Investment Advisers $2,476,932 69,970 0.18% Shares
Mitsubishi UFJ Asset Management Co., Ltd. $2,392,013 67,571 0.17% Shares
Corient Private Wealth LP $2,356,700 66,572 0.17% Shares
FJ Capital Management LLC $2,355,587 66,542 0.17% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $2,300,858 64,996 0.16% Shares
STRS OHIO $2,226,660 62,900 0.16% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2,153,126 70,687 0.15% Shares
OSAIC HOLDINGS, INC. $2,152,468 60,788 0.15% Shares
Quantbot Technologies LP $2,133,558 60,270 0.15% Shares
State of New Jersey Common Pension Fund D $2,072,139 58,535 0.15% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $2,015,747 56,942 0.14% Shares
VANGUARD ASSET MANAGEMENT, Ltd $1,944,239 54,922 0.14% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $1,924,000 54,355 0.14% Shares
XTX Topco Ltd $1,790,532 50,580 0.13% Shares
MACQUARIE GROUP LTD $1,773,894 50,110 0.13% Shares
MetLife Investment Management, LLC $1,720,086 48,590 0.12% Shares
Amundi $1,626,772 45,954 0.12% Shares
Qube Research & Technologies Ltd $1,422,266 40,177 0.10% Shares
B&I Capital AG $1,408,920 39,800 0.10% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $1,356,493 38,319 0.10% Shares
AMERICAN CENTURY COMPANIES INC $1,336,527 37,755 0.10% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $1,293,374 36,536 0.09% Shares
Moran Wealth Management, LLC $1,281,303 36,195 0.09% Shares
MORGAN STANLEY $1,277,665 36,092 0.09% Shares
Cresset Asset Management, LLC $1,260,441 35,356 0.09% Shares
Resona Asset Management Co.,Ltd. $1,241,853 34,319 0.09% Shares
Prime Capital Investment Advisors, LLC $1,237,513 34,958 0.09% Shares
Aberdeen Group plc $1,216,415 34,362 0.09% Shares
Louisiana State Employees Retirement System $1,210,680 34,200 0.09% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,158,526 32,764 0.08% Shares
Sterling Capital Management LLC $1,142,995 32,288 0.08% Shares
Invesco Ltd. $1,119,631 31,628 0.08% Shares
Verition Fund Management LLC $1,082,143 30,569 0.08% Shares
Daiwa Securities Group Inc. $1,060,407 29,955 0.08% Shares
SummitTX Capital, L.P. $1,057,009 29,859 0.08% Shares
Vanguard Global Advisers, LLC $1,039,627 29,368 0.07% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $1,038,317 29,331 0.07% Shares
JANUS HENDERSON GROUP PLC $1,031,572 33,872 0.07% Shares
NEW YORK STATE COMMON RETIREMENT FUND $986,740 27,874 0.07% Shares
Erste Asset Management GmbH $986,000 27,200 0.07% Shares
Nuveen, LLC $966,243 27,295 0.07% Shares
HSBC HOLDINGS PLC $957,132 27,030 0.07% Shares
Kestra Advisory Services, LLC $954,730 26,781 0.07% Shares
GAMCO INVESTORS, INC. ET AL $938,100 26,500 0.07% Shares
Koshinski Asset Management, Inc. $885,617 25,017 0.06% Shares
VANGUARD GROUP INC $842,210 29,855 0.06% Shares
Police & Firemen's Retirement System of New Jersey $828,395 23,401 0.06% Shares

Company insiders 33 insiders · 6 officers · 1 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Jack Potts Executive Vice President, Chief Financial Officer and Treasurer Exhibit List: Exhibit 24 - Power of Attorney June 19, 2015 A 150,000 0 0 $0
Daniel Busch President & C.E.O. July 24, 2026 D 239,632 0 0 $0
Christy Lynn David EVP, COO, GC & Sec. July 24, 2026 D 134,355 0 0 $0
Lauren Suva EVP, Chief Administrative Off. July 24, 2026 D 29,063 0 0 $0
David Bryson SVP, Chief Accounting Officer July 24, 2026 D 19,134 0 0 $0
Michael Douglas Phillips E.V.P., C.F.O. & Treasurer July 24, 2026 D 93,692 0 0 $0
InvenTrust Properties Corp. 10% owner April 14, 2016 J 0 0 0 $0
Smita Shah May 5, 2026 A 16,444 0 0 $0
Amanda Elizabeth Black May 5, 2026 A 26,918 0 0 $0
Scott A. Nelson May 5, 2026 A 32,550 0 0 $0
Stuart Aitken May 5, 2026 A 28,885 0 0 $0
Julie Swinehart May 5, 2026 A 4,372 0 0 $0
Paula Saban May 5, 2026 A 35,149 0 0 $0
Julian E Whitehurst May 5, 2026 A 34,552 0 0 $0
Thomas F Glavin May 6, 2025 M 32,190 0 0 $0
STEIN MICHAEL A May 6, 2025 M 27,719 0 0 $0
Thomas P Mcguinness May 5, 2022 M 200,176 0 0 $0
Ivy Zoe Greaner May 7, 2020 A 81,410 0 0 $0
Adam M Jaworski Dec. 31, 2019 M 101,546 0 0 $0
Michael E. Podboy May 10, 2018 A 539,142 0 0 $0
David F Collins Dec. 29, 2017 F 301,560 0 0 $0
Michael J Borden Nov. 9, 2017 F 152,622 0 0 $0
William J Wierzbicki Dec. 30, 2016 M 37,931 0 0 $0
Anna N Fitzgerald May 6, 2016 A 164,992 0 0 $0
Scott W Wilton May 6, 2016 A 279,410 0 0 $0
Thomas F Meagher Feb. 26, 2014 A 8,689 0 0 $0
David Mahon Aug. 24, 2010 A 17,500 0 0 $0
Lori J Foust Sept. 5, 2007 P 3,500 0 0 $0
Brenda G Gujral June 21, 2007 P 4,102 0 0 $0
Robert D Parks March 20, 2007 P 431,600 0 0 $0
Roberta S Matlin March 16, 2007 P 2,693 0 0 $0
Barry L Lazarus Nov. 18, 2005 J 0 0 0 $0
Kelly E Tucek Oct. 12, 2005 J 0 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 8 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
InvenTrust Properties Corp. 2) Oct. 19, 2017 Initial filing SEC
Inland American Real Estate Trust, Inc. 2), Inland Investment Advisors, Inc. 2), Inland Real Estate Investment Corporation 2), The Inland Group, Inc. 2), Daniel L. Goodwin 2), Eagle I Financial Corp. 2), The Illinois Real Estate Transactions Group, Inc. 2), Inland Real Estate Corporation 2) ×13 filings April 26, 2013 Initial filing SEC
June 10, 2009 Initial filing SEC
Inland American Real Estate Trust, Inc., Inland Investment Advisors, Inc., Inland Real Estate Investment Corporation, Inland Real Estate Corporation, The Inland Group, Inc., Inland Western Retail Real Estate Trust, Inc., Eagle Financial Corp., The Inland Real Estate Transactions Group, Inc., Minto Builders (Florida), Inc., Daniel L. Goodwin, Lori J. Foust ×3 filings Oct. 30, 2008 Initial filing SEC
Inland American Real Estate Trust, Inc. (I.R.S. Employer Identification No., Inland Investment Advisors, Inc., Inland Real Estate Investment Corporation (I.R.S. Employer Identification No., Inland Real Estate Corporation (I.R.S. Employer Identification No., The Inland Group, Inc. (I.R.S. Employer Identification No., Inland Western Retail Real Estate Trust, Inc. (I.R.S. Employer Identification No., Eagle Financial Corp. (I.R.S. Employer Identification No., The Inland Real Estate Transactions Group, Inc. (I.R.S. Employer Identification No., Daniel L. Goodwin, Robert D. Parks, Robert H. Baum ×13 filings June 24, 2008 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person May 23, 2008 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person March 10, 2008 Initial filing SEC
Undisclosed reporting person Aug. 20, 2007 Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 63 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
REIT · ALPS ETF Trust 2.71% 42,884 NS May 31, 2026 N-PORT
HAPS · Harbor ETF Trust 1.14% 55,997 NS April 30, 2026 N-PORT
PSCF · Invesco Exchange-Traded Fund Trust … 0.56% 4,573 Aug. 8, 2026 Daily
PPTY · ETF Series Solutions 0.53% 3,905 NS May 31, 2026 N-PORT
IQRA · New York Life Investments Active ET… 0.50% 1,079 NS April 30, 2026 N-PORT
SVAL · iShares Trust 0.38% 23,555 SH Aug. 8, 2026 Daily
FPRO · FIDELITY COVINGTON TRUST 0.32% 1,478 NS April 30, 2026 N-PORT
GQRE · FlexShares Trust 0.31% 36,890 NS April 30, 2026 N-PORT
SMMV · iShares Trust 0.31% 26,832 SH Aug. 8, 2026 Daily
BBRE · J.P. Morgan Exchange-Traded Fund Tr… 0.27% 101,191 NS May 31, 2026 N-PORT
FYC · First Trust Exchange-Traded AlphaDE… 0.24% 76,675 NS April 30, 2026 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0.22% 122,377 SH Aug. 8, 2026 Daily
USRT · iShares Trust 0.20% 272,530 SH Aug. 8, 2026 Daily
DFAR · Dimensional ETF Trust 0.19% 101,263 NS April 30, 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.19% 35,111 NS April 30, 2026 N-PORT
SCHH · SCHWAB STRATEGIC TRUST 0.18% 550,193 NS May 31, 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0.18% 69,115 SH Aug. 8, 2026 Daily
FREL · FIDELITY COVINGTON TRUST 0.17% 76,931 NS April 30, 2026 N-PORT
IWN · iShares Trust 0.16% 683,045 SH Aug. 8, 2026 Daily
IJS · iShares Trust 0.15% 383,616 SH Aug. 8, 2026 Daily
VNQ · VANGUARD SPECIALIZED FUNDS 0.15% 2,956,930 SH Aug. 8, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS 0.15% 272,494 SH Aug. 8, 2026 Daily
EBIT · Harbor ETF Trust 0.15% 526 NS April 30, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.14% 12,018 Aug. 8, 2026 Daily
AVRE · AMERICAN CENTURY ETF TRUST 0.14% 33,234 NS May 31, 2026 N-PORT
REET · iShares Trust 0.14% 206,700 SH Aug. 8, 2026 Daily
VFMV · VANGUARD WELLINGTON FUND 0.13% 15,744 SH Aug. 8, 2026 Daily
DFGR · Dimensional ETF Trust 0.13% 138,581 NS April 30, 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.13% 28,529 NS April 30, 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0.12% 45,459 NS April 30, 2026 N-PORT
ERET · iShares Trust 0.11% 481 SH Aug. 8, 2026 Daily
IJR · iShares Trust 0.09% 3,078,962 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.09% 456,268 SH Aug. 8, 2026 Daily
VIOG · VANGUARD ADMIRAL FUNDS 0.08% 24,119 SH Aug. 8, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust 0.08% 68,766 Aug. 8, 2026 Daily
IWM · iShares Trust 0.08% 1,912,961 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.08% 33,814 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.06% 3,674 NS May 31, 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0.06% 150,523 NS May 31, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.05% 372,717 NS May 31, 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0.05% 7,148 NS April 30, 2026 N-PORT
IJT · iShares Trust 0.05% 118,823 SH Aug. 8, 2026 Daily
VBK · VANGUARD INDEX FUNDS 0.04% 512,601 SH Aug. 8, 2026 Daily
UWM · ProShares Trust 0.04% 2,873 NS May 31, 2026 N-PORT
ISCB · iShares Trust 0.04% 3,267 SH Aug. 8, 2026 Daily
ISCG · iShares Trust 0.03% 10,318 SH Aug. 8, 2026 Daily
GSSC · Goldman Sachs ETF Trust 0.03% 10,030 NS May 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.03% 893,162 SH Aug. 8, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.03% 1,786,788 SH Aug. 8, 2026 Daily
VBR · VANGUARD INDEX FUNDS 0.03% 566,517 SH Aug. 8, 2026 Daily