IVT at a glance
InvenTrust Properties Corp. (IVT, SEC CIK 1307748) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 3, 2026 and Form 4 insider filings as recently as July 27, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), InvenTrust Properties Corp. (IVT) reported revenue of $299.2 million (up 9.2% from FY2024) and net income of $111.4 million. Diluted EPS was $1.42.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding InvenTrust Properties Corp. (IVT) shares worth $1.8 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $299.2M
- +9.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 33 funds
- $1.8B · +0 vs prior quarter
- Latest 8-K
- Aug 3, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Ownership and management of retail real estate properties with emphasis on income generation through leases
- No new business segments or product lines introduced; continued focus on retail property acquisition and leasing strategies
- Increased fixed rate debt obligations with $650M in term loans and senior notes maturing mostly between 2029-2030, impacting capital structure
- Total mortgage and debt obligations $1.07B with notable $400M unsecured term loan balance at low fixed rates around 2.6%-4.8%
- Inflation risk highlighted as a key factor affecting tenant expenses and rent escalations linked to CPI and percentage rents
Risk Factors
- Regulatory/legal risk: Amendment to Revolving Credit Facility on Aug 25, 2025 modified interest rate by removing credit spread adjustment to SOFR, impacting financing costs
- Geopolitical/macroeconomic threat: Exposure to Sun Belt markets with population/employment growth but vulnerable to regional economic downturns reducing retail demand
- Operational/supply chain: Retail portfolio leasing rollover risk with 1.25M sq ft expiring in 2025 but only 85% retention achieved, risking vacancy and income loss
- Competitive/market disruption: Grocery-anchored retail centers face competition from e-commerce and alternative grocers like Whole Foods and Trader Joe's anchored properties
- Financial risk: Leverage includes $400M Amended Term Loan with interest margin 115-160 bps over SOFR, dependent on Company’s leverage ratio and capital markets conditions
Management Discussion & Analysis
- Revenue or profitability figures not disclosed in MD&A section
- Interest rate risk limited to $55.0 million on revolving credit facility as of Dec 31, 2025
- Interest expense impact approx. $0.6 million annually for 1% interest rate change
- $400 million in effective interest rate swaps with fair value $4.6 million (2025) vs $14.4 million (2024)
- $400 million in forward-starting swaps with fair value $165,000 as of Dec 31, 2025
AI summary of the IVT 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $82.8M, up $9.3M YoY from $73.6M
- Same-property NOI $48.5M, up 4.1% from $46.6M
- Best performance: Same-property minimum base rent $44.9M, up 3.1% YoY
- Portfolio occupancy: economic 94.6% vs 95.5%; leased 96.2% vs 97.3%
- Capital deployment: $132.6M acquisitions funded with liquidity; $250M senior notes issued at 5.09%-5.60%
- Outlook headwinds: uncertain economy, tariffs, geopolitical tensions, supply-chain disruptions, energy prices, and interest rates
Risk Factors
- No risk-factors section provided in the submitted excerpt
- No newly added risk factor identifiable from the provided text
AI summary of the IVT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Filing provides only the August 3, 2026 signature page, not operating results or financial metrics
- No earnings period, revenue, net income, or other investor-relevant performance data disclosed
Item 7.01: Regulation FD Disclosure
- Filing contains only signature and cover-page data, not substantive Regulation FD disclosure
- Signed August 3, 2026 by Christy L. David, Executive Vice President, COO, General Counsel and Secretary
Item 8.01: Other Events
- 2025 Corporate Responsibility Report published June 23, 2026
- Report covers InvenTrust’s environmental, social and governance initiatives
AI summaries of IVT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IVT
Don't miss the next IVT filing
- Alerts as it files. A push when IVT files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut IVT, by share count.
- Ask anything. An AI agent that reads every IVT filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Suva Lauren | D | Jul 24, 2026 | 63 | $36.67 |
| Bryson David | A | Jul 24, 2026 | 750 | - |
| Phillips Michael Douglas | A | Jul 24, 2026 | 750 | - |
| Suva Lauren | A | Jul 24, 2026 | 750 | - |
| Busch Daniel | A | Jul 24, 2026 | 750 | - |
| Busch Daniel | D | Jul 24, 2026 | 81 | $36.67 |
| David Christy Lynn | A | Jul 24, 2026 | 750 | - |
| David Christy Lynn | D | Jul 24, 2026 | 79 | $36.67 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $258.7M | $274.0M | $299.2M |
| Operating Income | -$30.5M | -$33.3M | $60.0M |
| Net Income | $5.3M | $13.7M | $111.4M |
| Op. Margin | -11.8% | -12.2% | 20.1% |
| Net Margin | 2.0% | 5.0% | 37.2% |
| Balance Sheet | |||
| Total Assets | $2.5B | $2.6B | $2.8B |
| Equity | - | $1.8B | $1.8B |
| ROE | - | 0.8% | 6.2% |
| Per Share | |||
| EPS | $0.08 | $0.19 | $1.42 |
| Cash Flow | |||
| Operating CF | $129.6M | $136.9M | $155.4M |
Source: XBRL data in InvenTrust Properties Corp. (IVT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate IVT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $1.82B |
| Q1 2026 | 33 | $1.24B |
| Q4 2025 | 28 | $1.10B |
| Q3 2025 | 29 | $1.04B |
| Q2 2025 | 27 | $1.03B |
| Q1 2025 | 27 | $847.8M |
| Q4 2024 | 22 | $795.5M |
| Q3 2024 | 16 | $336.9M |
- BlackRock+5.68M (+59%)
- Goldman Sachs Group+2.01M (+183%)
- State Street Corp+1.24M (+46%)
- Vanguard Portfolio Management LLC+861.0K (+12%)
- Two Sigma Investments+595.2K (+81%)
- Millennium Management−472.7K (-37%)
- Principal Financial Group−316.2K (-4%)
- D.E. Shaw & Co−184.3K (-89%)
- FMR LLC (Fidelity)−149.9K (-7%)
- Allstate−3.3K (-27%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 215 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
IVT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| SC 13G | Aug 7, 2026 | - | - | |
| 10-Q | Aug 3, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| SC 13G | Jul 17, 2026 | - | - | |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 8-K | May 29, 2026 | - | Analysis | |
| 4 | May 7, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| 8-K | May 6, 2026 | - | Analysis | |
| 8-K | May 1, 2026 | - | Analysis | - |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 10-Q | Apr 28, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
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IVT SEC filings: frequently asked questions
Which institutions hold IVT stock?
As of June 30, 2026, the largest InvenTrust Properties Corp. (IVT) holders among the 13F filers tracked by SignalX were BlackRock ($543.3 million), Vanguard Portfolio Management LLC ($279.2 million), Principal Financial Group ($262.4 million), State Street Corp ($139.5 million), Vanguard Capital Management LLC ($122.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was IVT's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), InvenTrust Properties Corp. (IVT) reported revenue of $299.2 million (up 9.2% from FY2024) and net income of $111.4 million. Diluted EPS was $1.42. The figures come from the XBRL data in the 10-K.
What are the main risks in IVT's latest 10-K?
In the 10-K filed February 12, 2026, InvenTrust Properties Corp. (IVT) flagged: Regulatory/legal risk: Amendment to Revolving Credit Facility on Aug 25, 2025 modified interest rate by removing credit spread adjustment to SOFR, impacting financing costs. Geopolitical/macroeconomic threat: Exposure to Sun Belt markets with population/employment growth but vulnerable to regional economic downturns reducing retail demand. (AI summary of the Risk Factors section.)
What did IVT report in its latest 8-K?
InvenTrust Properties Corp. (IVT) filed an 8-K on August 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Filing provides only the August 3, 2026 signature page, not operating results or financial metrics.
What are the latest IVT SEC filings?
InvenTrust Properties Corp. (IVT) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 3, 2026 and a Form 4 insider filing on July 27, 2026.
What is IVT's SEC CIK number?
InvenTrust Properties Corp. (IVT)'s SEC Central Index Key (CIK) is 1307748. EDGAR lists every IVT filing under that number.
Ask anything about IVT
The research agent reads IVT's filings, financials, insider trades and 13F holders, then answers with sources.