IVT InvenTrust Properties Corp.

company

SEC Filings & Insider Trading Activity 2026

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
• • No cash flow, capital allocation, segment performance, or outlook details provided

What are the latest IVT SEC filings in 2026?

InvenTrust Properties Corp. (IVT) has filed a 10-K annual report on February 12, 2026, a 10-Q quarterly report on April 28, 2026, an 8-K current report on August 3, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did IVT file its most recent 10-K annual report?

InvenTrust Properties Corp. (IVT) filed its most recent 10-K annual report on February 12, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view IVT 10-Q quarterly reports?

InvenTrust Properties Corp. (IVT)'s most recent 10-Q quarterly report was filed on April 28, 2026. SignalX displays every IVT 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has IVT filed recently?

InvenTrust Properties Corp. (IVT)'s most recent 8-K was filed on August 3, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find IVT insider trading activity (Form 4)?

SignalX aggregates every IVT Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does IVT file with the SEC?

InvenTrust Properties Corp. (IVT) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new IVT filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for InvenTrust Properties Corp. (IVT).

What is IVT's SEC CIK number?

InvenTrust Properties Corp. (IVT)'s SEC CIK (Central Index Key) number is 1307748. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1307748 to look up all IVT filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find IVT return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from InvenTrust Properties Corp. (IVT) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.