IVT — INVENTRUST PPTYS CORP
As of Q2 2026, 33 SEC-registered investment managers reported holding IVT (INVENTRUST PPTYS CORP) in their latest 13F filings, with a combined reported value of $1.41B across 39.84M shares. That is +33.5% by share count (+10.01M shares) versus the previous quarter, while reported value moved +55.3%. Ownership is concentrated: the five largest holders account for 75.5% of reported value and the top ten for 88.9%.
Compared with the prior quarter, 3 opened new positions, 23 added to existing stakes, 7 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
IVT is classified in the Real Estate sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 15.35M | $543.32M | 0.01% | Add |
| Principal Global Investors history | 7.41M | $262.43M | 0.13% | Reduce |
| Goldman Sachs Group history | 3.11M | $110.12M | 0.01% | Add |
| Geode Capital Management history | 2.20M | $77.79M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.96M | $69.26M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.47M | $52.09M | 0.01% | Add |
| Two Sigma Investments history | 1.33M | $47.03M | 0.04% | Add |
| Northern Trust Corp history | 1.03M | $36.45M | 0.00% | Add |
| Millennium Management history | 809.30K | $28.65M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 649.32K | $23.66M | 0.00% | New |
| Wellington Management Group history | 647.04K | $22.91M | 0.00% | Add |
| BNY Mellon history | 546.72K | $19.35M | 0.00% | Add |
| Legal & General Investment Management America history | 519.03K | $18.37M | 0.00% | Add |
| Bank of America Corp history | 488.62K | $17.30M | 0.00% | Add |
| Morgan Stanley history | 433.12K | $15.33M | 0.00% | Add |
| PSP Investments history | 267.72K | $9.48M | 0.03% | New |
| Renaissance Technologies history | 236.04K | $8.36M | 0.01% | Add |
| Citadel Advisors history | 228.20K | $8.08M | 0.00% | Add |
| Invesco Ltd history | 222.54K | $7.88M | 0.00% | Add |
| Wells Fargo & Co history | 132.80K | $4.70M | 0.00% | Add |
| UBS Group AG history | 117.40K | $4.16M | 0.00% | Reduce |
| Deutsche Bank AG history | 112.11K | $3.97M | 0.00% | Add |
| Franklin Resources history | 110.47K | $3.91M | 0.00% | Add |
| Prudential Financial history | 78.25K | $2.77M | 0.00% | Add |
| Citigroup Inc history | 65.27K | $2.31M | 0.00% | Add |
| Arrowstreet Capital history | 56.94K | $2.02M | 0.00% | New |
| AQR Capital Management history | 49.06K | $1.74M | 0.00% | Add |
| Amundi US history | 45.95K | $1.63M | 0.00% | Add |
| Manulife Financial history | 38.32K | $1.36M | 0.00% | Add |
| D. E. Shaw & Co history | 22.96K | $812.71K | 0.00% | Reduce |
| Fidelity International (FIL) history | 2.84K | $100.50K | 0.00% | Reduce |
| PNC Financial Services history | 589 | $20.85K | 0.00% | Reduce |
| T. Rowe Price Associates history | 106.87K | $3.78K | 0.00% | Add |
Q1 2026 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 9.67M | $294.58M | 0.01% | Add |
| Principal Global Investors history | 7.73M | $235.44M | 0.13% | Add |
| Fidelity Management & Research (FMR) history | 2.11M | $64.16M | 0.00% | Hold |
| Geode Capital Management history | 2.07M | $62.98M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.40M | $42.77M | 0.01% | Add |
| Millennium Management history | 1.28M | $39.05M | 0.02% | Reduce |
| Goldman Sachs Group history | 1.10M | $33.50M | 0.00% | Add |
| Northern Trust Corp history | 913.96K | $27.84M | 0.00% | Add |
| Two Sigma Investments history | 733.22K | $22.33M | 0.02% | Add |
| Legal & General Investment Management America history | 403.84K | $12.30M | 0.00% | Reduce |
| BNY Mellon history | 338.10K | $10.30M | 0.00% | Hold |
| Bank of America Corp history | 244.90K | $7.46M | 0.00% | Add |
| Citadel Advisors history | 226.18K | $6.89M | 0.00% | Add |
| Morgan Stanley history | 220.74K | $6.72M | 0.00% | Reduce |
| D. E. Shaw & Co history | 207.22K | $6.31M | 0.00% | Add |
| Invesco Ltd history | 194.24K | $5.92M | 0.00% | Hold |
| UBS Group AG history | 123.39K | $3.76M | 0.00% | Reduce |
| Renaissance Technologies history | 122.00K | $3.72M | 0.01% | New |
| Marshall Wace history | 119.16K | $3.63M | 0.00% | New |
| Franklin Resources history | 101.94K | $3.11M | 0.00% | Reduce |
| Deutsche Bank AG history | 101.84K | $3.10M | 0.00% | Add |
| Wells Fargo & Co history | 94.25K | $2.87M | 0.00% | Reduce |
| Citigroup Inc history | 46.16K | $1.41M | 0.00% | Reduce |
| Amundi US history | 44.14K | $1.34M | 0.00% | Add |
| AQR Capital Management history | 38.55K | $1.17M | 0.00% | Add |
| Manulife Financial history | 34.87K | $1.06M | 0.00% | Reduce |
| Janus Henderson Group history | 33.87K | $1.03M | 0.00% | Hold |
| Wellington Management Group history | 33.30K | $1.01M | 0.00% | New |
| Prudential Financial history | 12.38K | $377.10K | 0.00% | New |
| Fidelity International (FIL) history | 3.01K | $91.72K | 0.00% | Reduce |
| PNC Financial Services history | 2.88K | $87.75K | 0.00% | Add |
| T. Rowe Price Associates history | 83.07K | $2.53K | 0.00% | Add |
Q4 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 11.15M | $314.44M | 0.01% | Reduce |
| BlackRock Inc history | 9.30M | $262.41M | 0.01% | Add |
| Principal Global Investors history | 6.19M | $174.61M | 0.09% | Add |
| Fidelity Management & Research (FMR) history | 2.10M | $59.38M | 0.00% | Add |
| Geode Capital Management history | 2.01M | $56.66M | 0.00% | Hold |
| Millennium Management history | 1.91M | $53.89M | 0.02% | Add |
| Charles Schwab Investment Management history | 1.38M | $38.94M | 0.01% | Add |
| Goldman Sachs Group history | 931.83K | $26.29M | 0.00% | Add |
| Northern Trust Corp history | 867.19K | $24.46M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 565.06K | $15.94M | 0.00% | Add |
| Legal & General Investment Management America history | 440.37K | $12.42M | 0.00% | Add |
| BNY Mellon history | 336.51K | $9.49M | 0.00% | Add |
| Morgan Stanley history | 308.71K | $8.71M | 0.00% | Add |
| Citadel Advisors history | 224.54K | $6.33M | 0.00% | Add |
| UBS Group AG history | 216.95K | $6.12M | 0.00% | Add |
| Invesco Ltd history | 193.33K | $5.45M | 0.00% | Add |
| Bank of America Corp history | 191.47K | $5.40M | 0.00% | Reduce |
| Wells Fargo & Co history | 139.32K | $3.93M | 0.00% | Add |
| D. E. Shaw & Co history | 121.75K | $3.43M | 0.00% | Add |
| Franklin Resources history | 105.78K | $2.98M | 0.00% | Reduce |
| Deutsche Bank AG history | 93.48K | $2.64M | 0.00% | Add |
| Citigroup Inc history | 61.66K | $1.74M | 0.00% | Add |
| Lazard Asset Management history | 53.40K | $1.51M | 0.00% | Add |
| Two Sigma Investments history | 52.67K | $1.49M | 0.00% | Add |
| Amundi US history | 43.75K | $1.23M | 0.00% | Add |
| Arrowstreet Capital history | 37.97K | $1.07M | 0.00% | Reduce |
| Manulife Financial history | 35.74K | $1.01M | 0.00% | Reduce |
| Janus Henderson Group history | 33.87K | $955.36K | 0.00% | Hold |
| AQR Capital Management history | 29.42K | $829.85K | 0.00% | Add |
| Fidelity International (FIL) history | 3.27K | $92.30K | 0.00% | Reduce |
| PNC Financial Services history | 155 | $4.37K | 0.00% | Add |
| T. Rowe Price Associates history | 66.53K | $1.88K | 0.00% | Add |
Q3 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 11.27M | $322.66M | 0.01% | Reduce |
| BlackRock Inc history | 7.79M | $222.97M | 0.00% | Add |
| Principal Global Investors history | 4.73M | $135.45M | 0.07% | Add |
| Fidelity Management & Research (FMR) history | 2.03M | $58.05M | 0.00% | Add |
| Geode Capital Management history | 2.01M | $57.49M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.37M | $39.16M | 0.01% | Reduce |
| Millennium Management history | 1.36M | $38.84M | 0.02% | Reduce |
| Northern Trust Corp history | 966.66K | $27.67M | 0.00% | Reduce |
| Goldman Sachs Group history | 799.69K | $22.89M | 0.00% | Add |
| JPMorgan Chase & Co history | 523.70K | $14.99M | 0.00% | Reduce |
| Legal & General Investment Management America history | 389.76K | $11.16M | 0.00% | Reduce |
| Arrowstreet Capital history | 342.80K | $9.81M | 0.01% | Add |
| BNY Mellon history | 330.36K | $9.45M | 0.00% | Reduce |
| Morgan Stanley history | 277.71K | $7.95M | 0.00% | Add |
| Bank of America Corp history | 234.80K | $6.72M | 0.00% | Add |
| Renaissance Technologies history | 225.50K | $6.45M | 0.01% | Reduce |
| Balyasny Asset Management history | 193.37K | $5.53M | 0.01% | Reduce |
| Invesco Ltd history | 190.09K | $5.44M | 0.00% | Reduce |
| Prudential Financial history | 159.29K | $4.56M | 0.01% | Reduce |
| Citadel Advisors history | 119.49K | $3.42M | 0.00% | Reduce |
| Wells Fargo & Co history | 112.41K | $3.22M | 0.00% | Add |
| Franklin Resources history | 109.37K | $3.13M | 0.00% | New |
| D. E. Shaw & Co history | 105.63K | $3.02M | 0.00% | Reduce |
| Deutsche Bank AG history | 89.62K | $2.56M | 0.00% | Add |
| UBS Group AG history | 59.31K | $1.70M | 0.00% | Reduce |
| Lazard Asset Management history | 51.48K | $1.47M | 0.00% | Add |
| Amundi US history | 39.22K | $1.09M | 0.00% | Add |
| Manulife Financial history | 38.00K | $1.09M | 0.00% | Reduce |
| Janus Henderson Group history | 33.87K | $969.42K | 0.00% | Hold |
| AQR Capital Management history | 22.05K | $631.13K | 0.00% | Add |
| Citigroup Inc history | 21.09K | $603.71K | 0.00% | Reduce |
| Two Sigma Investments history | 12.10K | $346.25K | 0.00% | Add |
| Fidelity International (FIL) history | 4.84K | $138.61K | 0.00% | Add |
| T. Rowe Price Associates history | 64.03K | $1.83K | 0.00% | Add |
| PNC Financial Services history | 49 | $1.40K | 0.00% | Add |
Q2 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 11.38M | $311.86M | 0.01% | Add |
| BlackRock Inc history | 7.70M | $211.03M | 0.00% | Reduce |
| Principal Global Investors history | 4.67M | $128.02M | 0.07% | Add |
| Millennium Management history | 2.37M | $64.82M | 0.03% | Reduce |
| Geode Capital Management history | 1.99M | $54.57M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1.89M | $51.90M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.41M | $38.57M | 0.01% | Add |
| Northern Trust Corp history | 987.86K | $27.07M | 0.00% | Reduce |
| Balyasny Asset Management history | 968.16K | $26.53M | 0.04% | Add |
| Citadel Advisors history | 751.35K | $20.59M | 0.00% | Reduce |
| Goldman Sachs Group history | 722.46K | $19.80M | 0.00% | Add |
| JPMorgan Chase & Co history | 559.60K | $15.33M | 0.00% | Reduce |
| Legal & General Investment Management America history | 427.08K | $11.70M | 0.00% | Add |
| Renaissance Technologies history | 364.90K | $10.00M | 0.01% | Add |
| BNY Mellon history | 343.37K | $9.41M | 0.00% | Add |
| Arrowstreet Capital history | 318.24K | $8.72M | 0.01% | Reduce |
| Morgan Stanley history | 257.86K | $7.07M | 0.00% | Add |
| Prudential Financial history | 219.05K | $6.00M | 0.01% | Reduce |
| Invesco Ltd history | 203.35K | $5.57M | 0.00% | Reduce |
| D. E. Shaw & Co history | 142.66K | $3.91M | 0.00% | Add |
| Marshall Wace history | 135.11K | $3.70M | 0.00% | New |
| Bank of America Corp history | 129.35K | $3.54M | 0.00% | Add |
| Wells Fargo & Co history | 102.30K | $2.80M | 0.00% | Add |
| Citigroup Inc history | 95.16K | $2.61M | 0.00% | Reduce |
| UBS Group AG history | 90.69K | $2.48M | 0.00% | Reduce |
| Deutsche Bank AG history | 81.13K | $2.22M | 0.00% | Reduce |
| Manulife Financial history | 40.96K | $1.12M | 0.00% | Reduce |
| Amundi US history | 37.66K | $1.03M | 0.00% | Reduce |
| Janus Henderson Group history | 33.87K | $928.26K | 0.00% | Hold |
| AQR Capital Management history | 12.77K | $349.90K | 0.00% | Add |
| Two Sigma Investments history | 7.38K | $202.16K | 0.00% | Reduce |
| Fidelity International (FIL) history | 4.48K | $122.75K | 0.00% | New |
| T. Rowe Price Associates history | 60.36K | $1.65K | 0.00% | Add |
| Lazard Asset Management history | 47.39K | $1.30K | 0.00% | Add |
| PNC Financial Services history | 37 | $1.01K | 0.00% | Add |
Q1 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 10.91M | $320.31M | 0.01% | Add |
| BlackRock Inc history | 7.94M | $233.26M | 0.01% | Add |
| Principal Global Investors history | 4.46M | $131.04M | 0.07% | Add |
| Millennium Management history | 2.62M | $77.07M | 0.04% | Add |
| Geode Capital Management history | 1.99M | $58.44M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 1.56M | $45.91M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.31M | $38.60M | 0.01% | Add |
| Northern Trust Corp history | 1.01M | $29.72M | 0.00% | Hold |
| Citadel Advisors history | 798.52K | $23.45M | 0.00% | Add |
| Goldman Sachs Group history | 695.26K | $20.42M | 0.00% | Add |
| JPMorgan Chase & Co history | 612.07K | $17.98M | 0.00% | Reduce |
| Balyasny Asset Management history | 458.64K | $13.47M | 0.02% | Reduce |
| Legal & General Investment Management America history | 413.86K | $12.15M | 0.00% | Add |
| Arrowstreet Capital history | 334.68K | $9.83M | 0.01% | Reduce |
| BNY Mellon history | 329.61K | $9.68M | 0.00% | Add |
| Renaissance Technologies history | 323.60K | $9.50M | 0.01% | Reduce |
| Morgan Stanley history | 253.91K | $7.46M | 0.00% | Reduce |
| Prudential Financial history | 241.12K | $7.08M | 0.01% | Reduce |
| Invesco Ltd history | 239.34K | $7.03M | 0.00% | Reduce |
| Citigroup Inc history | 159.39K | $4.68M | 0.00% | Add |
| D. E. Shaw & Co history | 113.21K | $3.32M | 0.00% | Reduce |
| UBS Group AG history | 97.45K | $2.86M | 0.00% | Reduce |
| Wells Fargo & Co history | 96.55K | $2.84M | 0.00% | Add |
| Deutsche Bank AG history | 90.64K | $2.66M | 0.00% | Reduce |
| Bank of America Corp history | 86.11K | $2.53M | 0.00% | Reduce |
| Amundi US history | 45.20K | $1.27M | 0.00% | Add |
| Manulife Financial history | 42.17K | $1.24M | 0.00% | Add |
| Janus Henderson Group history | 33.87K | $990.08K | 0.00% | Hold |
| AQR Capital Management history | 10.28K | $301.98K | 0.00% | Add |
| Two Sigma Investments history | 8.29K | $243.45K | 0.00% | Reduce |
| T. Rowe Price Associates history | 54.28K | $1.59K | 0.00% | Add |
| Lazard Asset Management history | 46.93K | $1.38K | 0.00% | Add |
| PNC Financial Services history | 30 | $881 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 649.32K sh · $23.66M
- PSP Investments 267.72K sh · $9.48M
- Arrowstreet Capital 56.94K sh · $2.02M
Fully Exited (vs previous quarter)
- Marshall Wace sold 119.16K sh · $3.63M
- Janus Henderson Group sold 33.87K sh · $1.03M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 15.35M | 9.67M | 9.30M | 7.79M | 7.70M | 7.94M | 7.66M | 6.99M | — | — | — | — | — | — | — | — | — | — | — |
| Principal Global Investors | 7.41M | 7.73M | 6.19M | 4.73M | 4.67M | 4.46M | 4.36M | 4.12M | 3.38M | 2.67M | 2.28M | 2.67M | 2.62M | 2.60M | 2.40M | 2.81M | 2.88M | 5.11M | 4.22M |
| Goldman Sachs Group | 3.11M | 1.10M | 931.83K | 799.69K | 722.46K | 695.26K | 418.79K | 298.88K | 222.77K | 236.82K | 248.86K | 294.35K | 555.71K | 338.12K | 204.47K | 141.72K | 113.68K | 401.08K | — |
| Geode Capital Management | 2.20M | 2.07M | 2.01M | 2.01M | 1.99M | 1.99M | 1.94M | 1.82M | 1.72M | 1.64M | 1.60M | 1.53M | 1.47M | 1.44M | 1.39M | 1.34M | 1.34M | 579.68K | 564.99K |
| Fidelity Management & Research (FMR) | 1.96M | 2.11M | 2.10M | 2.03M | 1.89M | 1.56M | 1.36M | 580.60K | 2.57K | 2.30K | 2.44K | 1.90K | 1.54K | 1.03K | 615 | 758 | 153 | 1 | — |
| Charles Schwab Investment Management | 1.47M | 1.40M | 1.38M | 1.37M | 1.41M | 1.31M | 1.28M | 1.18M | 1.00M | 948.64K | 874.70K | 857.94K | 956.50K | 890.62K | 865.10K | 794.89K | 781.98K | 650.99K | 631.19K |
| Two Sigma Investments | 1.33M | 733.22K | 52.67K | 12.10K | 7.38K | 8.29K | 72.05K | 30.65K | 22.65K | 37.79K | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | 1.03M | 913.96K | 867.19K | 966.66K | 987.86K | 1.01M | 1.01M | 739.00K | 723.68K | 730.04K | 740.53K | 829.42K | 816.30K | 1.06M | 1.06M | 962.31K | 776.10K | 290.18K | 264.63K |
| Millennium Management | 809.30K | 1.28M | 1.91M | 1.36M | 2.37M | 2.62M | 2.46M | 1.62M | 998.88K | 876.63K | 1.10M | 964.29K | 948.83K | 692.28K | 173.95K | — | 227.85K | 1.57M | 809.55K |
| JPMorgan Chase & Co | 649.32K | — | 565.06K | 523.70K | 559.60K | 612.07K | 681.62K | 552.77K | 517.35K | 573.63K | 594.32K | 225.28K | 197.72K | 106.01K | 265.89K | 291.65K | 286.39K | 127.18K | 88.33K |
| Wellington Management Group | 647.04K | 33.30K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 546.72K | 338.10K | 336.51K | 330.36K | 343.37K | 329.61K | 322.49K | 272.31K | 327.60K | 301.68K | 319.41K | 324.75K | 317.74K | 318.11K | 326.06K | 282.46K | 257.54K | 42.55K | 39.26K |
| Legal & General Investment Management America | 519.03K | 403.84K | 440.37K | 389.76K | 427.08K | 413.86K | 407.62K | 402.95K | 446.62K | 506.53K | 506.11K | 488.58K | 477.02K | 444.17K | 402.56K | 388.95K | 346.77K | 306.66K | 349.64K |
| Bank of America Corp | 488.62K | 244.90K | 191.47K | 234.80K | 129.35K | 86.11K | 111.78K | 93.28K | 57.29K | 50.44K | 106.22K | 64.12K | 47.38K | 79.43K | 48.30K | 41.86K | 48.95K | 38.77K | 2.58K |
| Morgan Stanley | 433.12K | 220.74K | 308.71K | 277.71K | 257.86K | 253.91K | 340.08K | 476.42K | 940.04K | 1.22M | 1.41M | 202.00K | 360.40K | 202.49K | 149.78K | 66.26K | 36.41K | 22.00K | 222.87K |
| PSP Investments | 267.72K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | 236.04K | 122.00K | — | 225.50K | 364.90K | 323.60K | 331.20K | 216.30K | 122.20K | 83.10K | 70.80K | 26.70K | 15.50K | 10.00K | — | — | — | — | — |
| Citadel Advisors | 228.20K | 226.18K | 224.54K | 119.49K | 751.35K | 798.52K | 559.26K | 73.61K | 74.05K | 142.77K | 75.91K | 69.12K | 37.93K | 16.17K | 105.28K | 24.60K | 48.15K | 140.34K | 77.60K |
| Invesco Ltd | 222.54K | 194.24K | 193.33K | 190.09K | 203.35K | 239.34K | 245.54K | 243.19K | 245.95K | 237.92K | 198.48K | 175.76K | 167.78K | 166.89K | 104.93K | 100.09K | 61.36K | 57.33K | 34.34K |
| Wells Fargo & Co | 132.80K | 94.25K | 139.32K | 112.41K | 102.30K | 96.55K | 72.36K | 58.18K | 57.29K | 53.34K | 51.70K | 48.50K | 66.98K | 67.70K | 66.11K | 83.86K | 45.81K | 82.23K | 74.00K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details