Back to IVT
Concurrent Investment Advisors, LLC → IVT
Concurrent Investment Advisors, LLC IVT Position History
InvenTrust Properties Corp. • Real Estate
Quarters held
8
Latest value
$330K
Q3 2026
Peak value
$330K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $300K |
| Q4 2025 | $30K |
| Q4 2025 | $236K |
| Q1 2026 | $223K |
| Q1 2026 | $33K |
| Q2 2026 | $175K |
| Q2 2026 | $38K |
| Q3 2026 | $330K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $330K | 10.9K | — | — |
| Q2 2026 | $38K | 1.1K | — | — |
| Q2 2026 | $175K | 4.9K | — | — |
| Q1 2026 | $33K | 1.1K | — | — |
| Q1 2026 | $223K | 7.3K | — | — |
| Q4 2025 | $236K | 8.4K | — | — |
| Q4 2025 | $30K | 1.1K | — | — |
| Q3 2025 | $300K | 10.5K | — | — |