Vanderbilt University IVT — INVENTRUST PPTYS CORP

Ownership history in Vanderbilt University  ·  8 quarters on record

AI Ownership Summary

Vanderbilt University reported INVENTRUST PPTYS CORP (IVT) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.14% in 2024 Q3. The latest visible filing shows IVT at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IVT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vanderbilt University's position in INVENTRUST PPTYS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IVT was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IVT stock page Vanderbilt University fund profile Vanderbilt University full holdings
How Vanderbilt University held IVT — position size vs. price
% of Fund (quarterly)    IVT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 17,278 -4,416 -20.4% 0.08% $612K 2026-07-22 $36.14
2026 Q1 REDUCED — — — 21,694 -529 -2.4% 0.13% $661K 2026-04-20 $32.43
2025 Q4 REDUCED 8.2% +8.8% ❌ 22,223 -1,979 -8.2% 0.11% $627K 2026-01-21 $28.91
2025 Q3 REDUCED — — — 24,202 -249 -1.0% 0.11% $693K 2025-10-20 $27.57
2025 Q2 ADDED — — — 24,451 +1,231 +5.3% 0.13% $670K 2025-07-21 $26.36
2025 Q1 ADDED — — — 23,220 +2,782 +13.6% 0.13% $682K 2025-04-21 $25.88
2024 Q4 REDUCED 21.9% -1.7% ✅ 20,438 -5,727 -21.9% 0.12% $616K 2025-01-27 $28.58
2024 Q3 INITIATED — — — 26,165 — — 0.14% $742K 2024-10-24 $27.85

🏢 Other funds also holding IVT

As of 2026 Q2 — sorted by position size

Longboard Asset Management, LP 4.49% Significant Wealth Partners LLC 0.52% Gallacher Capital Management LLC 3Y 0.12% Smallwood Wealth Investment Management, LLC 3Y 0.09% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.05% Bulwark Capital Corp 0.04% Certified Advisory Corp 3Y 7Y 0.03% State of Alaska, Department of Revenue 3Y 7Y 0.02% True North Advisors, LLC 3Y 0.02% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.02%

FAQ About Vanderbilt University and IVT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vanderbilt University reported owning IVT?

Vanderbilt University reported IVT across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported IVT position in Vanderbilt University's portfolio?

The largest reported portfolio weight for IVT was 0.14% in 2024 Q3.

What is the latest reported IVT position on this page?

The most recent filing on this page is 2026 Q2, when Vanderbilt University reported 17,278 shares, equal to 0.08% of portfolio, with an estimated market value of $612K.

What does the chart on this IVT ownership page compare?

The chart compares Vanderbilt University's quarterly IVT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Vanderbilt University time their IVT position?

Based on 13F filing dates vs. subsequent IVT price moves, Vanderbilt University correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on IVT relative to SPY over the holding period was -0.8%.

← Back to Vanderbilt University Holdings