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InvenTrust Properties Corp shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of InvenTrust Properties Corp (IVT) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in InvenTrust Properties Corp

Tip: Access up to 7 years of quarterly data

All positions including InvenTrust Properties Corp held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in InvenTrust Properties Corp by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 6.1k 35.40

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Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Rus 1000 Grw Etf (IWF)
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McDonald's Corporation (MCD)
Flexshares Tr M Star Dev Mkt (TLTD)
Flexshares Tr Mornstar Usmkt (TILT)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Capstone Financial Advisors

Top funds holding InvenTrust Properties Corp

BlackRock
Vanguard Portfolio Management
Principal Financial Group
Vanguard Capital Management
Goldman Sachs Group
State Street Corporation
Geode Capital Management
FMR
Charles Schwab Investment Management
Sixth Street Partners Management Company
Two Sigma Investments
Dimensional Fund Advisors
Northern Trust
Millennium Management
Nuveen

View all funds holding InvenTrust Properties Corp