IVT INVENTRUST PPTYS CORP

Ownership history in Vision Capital Corp  ·  5 quarters on record

This page tracks every 13F SEC filing in which Vision Capital Corp reported a position in INVENTRUST PPTYS CORP (IVT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
12.64% (2025 Q4)
Avg. % of fund
6.37%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,017,381 -88,493 -8.0% 12.64% $28.7M $28.21
2025 Q3 ADDED 1,105,874 +116,402 +11.8% 9.25% $31.7M $28.38
2025 Q2 ADDED 989,472 +639,472 +182.7% 7.17% $27.1M $26.95
2025 Q1 ADDED 350,000 +260,457 +290.9% 2.35% $10.3M $28.64
2024 Q4 INITIATED 89,543 0.44% $2.7M $29.14
% of Fund (quarterly)    IVT price (monthly, adj. close)
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