Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

InvenTrust Properties Corp.

CIK 0001307748IVT· quarter ending 2026-06-30

Shares outstanding

77,978,431

as of 2026-07-31 · 10-Q cover page, filed 2026-08-03

Held by 13F filers

69,578,941

89.2% of shares outstanding

Holders

344

+22 vs 2026-03-31 · 55 new, 33 exited

Value

$2.5B

shares +14.4% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-03, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	IVT · NYSE	77,978,431	69,578,941	89.2%	344	46124J201

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	46124J201	COM NEW	344	69,578,941	77,978,431	89.2%	$2.5B	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (250 of 344 · 46124J201)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	15,348,026	19.68%	$543.3M	+5,677,097 (+58.7%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	7,887,958	10.12%	$279.2M	+861,007 (+12.3%)
3	PRINCIPAL FINANCIAL GROUP INC	7,413,225	9.51%	$262.4M	-316,156 (-4.1%)
4	STATE STREET CORP	3,913,223	5.02%	$139.5M	+1,235,167 (+46.1%)
5	VANGUARD CAPITAL MANAGEMENT LLC	3,452,072	4.43%	$122.2M	+51,534 (+1.5%)
6	GOLDMAN SACHS GROUP INC	3,110,669	3.99%	$110.1M	+2,010,953 (+182.9%)
7	GEODE CAPITAL MANAGEMENT, LLC	2,196,917	2.82%	$77.8M	+129,801 (+6.3%)
8	FMR LLC	1,956,436	2.51%	$69.3M	-149,896 (-7.1%)
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,471,416	1.89%	$52.1M	+67,257 (+4.8%)
10	TWO SIGMA INVESTMENTS, LP	1,328,433	1.70%	$47.0M	+595,218 (+81.2%)
11	DIMENSIONAL FUND ADVISORS LP	1,129,063	1.45%	$40.0M	+57,683 (+5.4%)
12	NORTHERN TRUST CORP	1,029,772	1.32%	$36.5M	+115,817 (+12.7%)
13	MILLENNIUM MANAGEMENT LLC	809,303	1.04%	$28.6M	-472,684 (-36.9%)
14	Nuveen, LLC	719,505	0.92%	$25.5M	+5,316 (+0.7%)
15	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	687,891	0.88%	$24.4M	NEW
16	SCHRODER INVESTMENT MANAGEMENT GROUP	655,096	0.84%	$23.6M	-67,096 (-9.3%)
17	JPMORGAN CHASE & CO	649,319	0.83%	$23.7M	+108,100 (+20.0%)
18	WELLINGTON MANAGEMENT GROUP LLP	647,037	0.83%	$22.9M	+613,738 (+1843.1%)
19	Bank of New York Mellon Corp	546,723	0.70%	$19.4M	+208,621 (+61.7%)
20	Aberdeen Group plc	534,988	0.69%	$18.9M	+16,408 (+3.2%)
21	Legal & General Group Plc	519,034	0.67%	$18.4M	+115,190 (+28.5%)
22	VANGUARD FIDUCIARY TRUST CO	517,042	0.66%	$18.3M	+15,324 (+3.1%)
23	BANK OF AMERICA CORP /DE/	488,615	0.63%	$17.3M	+243,719 (+99.5%)
24	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	471,366	0.60%	$16.7M	+468,964 (+19523.9%)
25	CHILTON CAPITAL MANAGEMENT LLC	433,403	0.56%	$15.4M	+8,969 (+2.1%)
26	MORGAN STANLEY	433,125	0.56%	$15.3M	+212,385 (+96.2%)
27	AMERIPRISE FINANCIAL INC	405,112	0.52%	$12.9M	+75,286 (+22.8%)
28	NEUBERGER BERMAN GROUP LLC	402,377	0.52%	$14.2M	-80,242 (-16.6%)
29	Adelante Capital Management LLC	378,545	0.49%	$13.4M	+48,509 (+14.7%)
30	GLENMEDE TRUST CO NA	327,619	0.42%	$11.6M	-14,389 (-4.2%)
31	SG Americas Securities, LLC	309,620	0.40%	$11.0M	-63,537 (-17.0%)
32	ENVESTNET ASSET MANAGEMENT INC	288,139	0.37%	$10.2M	+4,530 (+1.6%)
33	Vision Capital Corp	285,583	0.37%	$10.1M	-431,283 (-60.2%)
34	Public Sector Pension Investment Board	267,722	0.34%	$9.5M	NEW
35	Mitsubishi UFJ Trust & Banking Corp	240,839	0.31%	$8.5M	-169,395 (-41.3%)
36	RENAISSANCE TECHNOLOGIES LLC	236,044	0.30%	$8.4M	+114,044 (+93.5%)
37	CITADEL ADVISORS LLC	228,199	0.29%	$8.1M	+2,023 (+0.9%)
38	Invesco Ltd.	222,545	0.29%	$7.9M	+28,305 (+14.6%)
39	Jefferies Financial Group Inc.	206,567	0.26%	$7.3M	NEW
40	RHUMBLINE ADVISERS	199,337	0.26%	$7.1M	+92,750 (+87.0%)
41	HSBC HOLDINGS PLC	182,969	0.23%	$6.5M	+38,758 (+26.9%)
42	GSI Capital Advisors LLC	168,160	0.22%	$6.0M	+2,684 (+1.6%)
43	LPL Financial LLC	165,559	0.21%	$5.9M	-6,208 (-3.6%)
44	Russell Investments Group, Ltd.	165,352	0.21%	$5.9M	-84,014 (-33.7%)
45	Asset Management One Co., Ltd.	156,747	0.20%	$5.5M	+14,711 (+10.4%)
46	Swiss National Bank	155,900	0.20%	$5.5M	+2,800 (+1.8%)
47	FIRST TRUST ADVISORS LP	153,906	0.20%	$5.4M	+32,346 (+26.6%)
48	PICTON MAHONEY ASSET MANAGEMENT	148,699	0.19%	$5.3M	-10,853 (-6.8%)
49	Thrivent Financial for Lutherans	146,681	0.19%	$5.2M	+55,915 (+61.6%)
50	WELLS FARGO & COMPANY/MN	132,800	0.17%	$4.7M	+38,548 (+40.9%)
51	NOMURA ASSET MANAGEMENT CO LTD	129,490	0.17%	$4.6M	+9,910 (+8.3%)
52	Cambridge Investment Research Advisors, Inc.	120,920	0.16%	$4.3M	+61,202 (+102.5%)
53	UBS Group AG	117,401	0.15%	$4.2M	-5,986 (-4.9%)
54	ROYAL BANK OF CANADA	116,605	0.15%	$4.1M	+3,763 (+3.3%)
55	VIRGINIA RETIREMENT SYSTEMS ET Al	113,175	0.15%	$4.0M	-65,225 (-36.6%)
56	DEUTSCHE BANK AG\	112,111	0.14%	$4.0M	+10,272 (+10.1%)
57	FRANKLIN RESOURCES INC	110,474	0.14%	$3.9M	+8,535 (+8.4%)
58	Quantinno Capital Management LP	107,604	0.14%	$3.8M	+12,517 (+13.2%)
59	PRICE T ROWE ASSOCIATES INC /MD/	106,873	0.14%	$3.8M	+23,803 (+28.7%)
60	CANADA LIFE ASSURANCE Co	102,986	0.13%	$3.6M	+56,427 (+121.2%)
61	RAYMOND JAMES FINANCIAL INC	100,391	0.13%	$3.6M	+2,582 (+2.6%)
62	ALLIANCEBERNSTEIN L.P.	94,531	0.12%	$2.9M	+5,414 (+6.1%)
63	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	90,649	0.12%	$3.2M	-42,326 (-31.8%)
64	BARCLAYS PLC	89,881	0.12%	$3.2M	-55,674 (-38.2%)
65	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	89,020	0.11%	$3.2M	+18,333 (+25.9%)
66	COMMONWEALTH EQUITY SERVICES, LLC	84,148	0.11%	$3.0M	-9,017 (-9.7%)
67	PANAGORA ASSET MANAGEMENT INC	83,179	0.11%	$2.9M	-20,819 (-20.0%)
68	Sumitomo Mitsui Trust Group, Inc.	81,988	0.11%	$2.9M	-1,636 (-2.0%)
69	MARTINGALE ASSET MANAGEMENT L P	81,695	0.10%	$2.9M	-21,833 (-21.1%)
70	PRUDENTIAL FINANCIAL INC	78,250	0.10%	$2.8M	+65,870 (+532.1%)
71	OSAIC HOLDINGS, INC.	77,280	0.10%	$2.7M	+16,971 (+28.1%)
72	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	76,262	0.10%	$2.7M	+41,146 (+117.2%)
73	Greenland Capital Management LP	75,000	0.10%	$2.7M	+27,000 (+56.3%)
74	Vanguard Investments Australia, Ltd.	72,512	0.09%	$2.6M	—
75	Cetera Investment Advisers	69,970	0.09%	$2.5M	+161 (+0.2%)
76	State of Alaska, Department of Revenue	68,808	0.09%	$2.4M	+25,896 (+60.3%)
77	Mitsubishi UFJ Asset Management Co., Ltd.	67,571	0.09%	$2.4M	+3,332 (+5.2%)
78	FJ Capital Management LLC	66,542	0.09%	$2.4M	-45,411 (-40.6%)
79	CITIGROUP INC	65,266	0.08%	$2.3M	+19,102 (+41.4%)
80	Zurcher Kantonalbank (Zurich Cantonalbank)	64,996	0.08%	$2.3M	+3,833 (+6.3%)
81	Corient Private Wealth LP	64,552	0.08%	$2.3M	-1,882 (-2.8%)
82	STRS OHIO	62,900	0.08%	$2.2M	+6,600 (+11.7%)
83	Quantbot Technologies LP	60,270	0.08%	$2.1M	+49,634 (+466.7%)
84	State of New Jersey Common Pension Fund D	58,535	0.08%	$2.1M	-18,633 (-24.1%)
85	HARBOR CAPITAL ADVISORS, INC.	57,734	0.07%	$2.0M	+1,373 (+2.4%)
86	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	56,942	0.07%	$2.0M	NEW
87	VANGUARD ASSET MANAGEMENT, Ltd	54,922	0.07%	$1.9M	+4,326 (+8.6%)
88	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	54,355	0.07%	$1.9M	+1,018 (+1.9%)
89	XTX Topco Ltd	50,580	0.06%	$1.8M	NEW
90	MACQUARIE GROUP LTD	50,110	0.06%	$1.8M	+1,778 (+3.7%)
91	SEI INVESTMENTS CO	49,583	0.06%	$1.8M	-56,790 (-53.4%)
92	AQR CAPITAL MANAGEMENT LLC	49,058	0.06%	$1.7M	+10,513 (+27.3%)
93	MetLife Investment Management, LLC	48,590	0.06%	$1.7M	+2,366 (+5.1%)
94	Amundi	45,954	0.06%	$1.6M	+1,815 (+4.1%)
95	Creative Planning	45,903	0.06%	$1.6M	+1,171 (+2.6%)
96	Qube Research & Technologies Ltd	40,177	0.05%	$1.4M	-891,163 (-95.7%)
97	B&I Capital AG	39,800	0.05%	$1.4M	-270,450 (-87.2%)
98	MANUFACTURERS LIFE INSURANCE COMPANY, THE	38,319	0.05%	$1.4M	+3,446 (+9.9%)
99	AMERICAN CENTURY COMPANIES INC	37,755	0.05%	$1.3M	+2,995 (+8.6%)
100	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	36,536	0.05%	$1.3M	-86 (-0.2%)
101	Moran Wealth Management, LLC	36,242	0.05%	$1.3M	-1,123 (-3.0%)
102	Cresset Asset Management, LLC	35,356	0.05%	$1.3M	+18,500 (+109.8%)
103	Prime Capital Investment Advisors, LLC	34,958	0.04%	$1.2M	-127 (-0.4%)
104	Resona Asset Management Co.,Ltd.	34,319	0.04%	$1.2M	-82 (-0.2%)
105	Louisiana State Employees Retirement System	34,200	0.04%	$1.2M	NEW
106	Jupiter Topco LLC	33,872	0.04%	$1.2M	NEW
107	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	32,764	0.04%	$1.2M	+1,033 (+3.3%)
108	Sterling Capital Management LLC	32,288	0.04%	$1.1M	-2,612 (-7.5%)
109	Verition Fund Management LLC	30,569	0.04%	$1.1M	-109,191 (-78.1%)
110	Handelsbanken Fonder AB	30,200	0.04%	$1.1M	—
111	Daiwa Securities Group Inc.	29,955	0.04%	$1.1M	-687 (-2.2%)
112	SummitTX Capital, L.P.	29,859	0.04%	$1.1M	-94,891 (-76.1%)
113	Vanguard Global Advisers, LLC	29,368	0.04%	$1.0M	-1,728 (-5.6%)
114	Universal- Beteiligungs- und Servicegesellschaft mbH	29,331	0.04%	$1.0M	+613 (+2.1%)
115	NEW YORK STATE COMMON RETIREMENT FUND	27,874	0.04%	$987K	+3,900 (+16.3%)
116	Erste Asset Management GmbH	27,200	0.03%	$986K	+3,600 (+15.3%)
117	Kestra Advisory Services, LLC	26,781	0.03%	$955K	-1,110 (-4.0%)
118	GAMCO INVESTORS, INC. ET AL	26,500	0.03%	$938K	—
119	Advisor OS, LLC	26,224	0.03%	$928K	+4 (+0.0%)
120	JANE STREET GROUP, LLC	25,817	0.03%	$914K	-132,924 (-83.7%)
121	Koshinski Asset Management, Inc.	25,017	0.03%	$886K	-348 (-1.4%)
122	Police & Firemen's Retirement System of New Jersey	23,401	0.03%	$828K	+1,778 (+8.2%)
123	D. E. Shaw & Co., Inc.	22,958	0.03%	$813K	-184,266 (-88.9%)
124	WOLVERINE ASSET MANAGEMENT LLC	22,766	0.03%	$806K	+11,905 (+109.6%)
125	VAN ECK ASSOCIATES CORP	22,055	0.03%	$781K	+29 (+0.1%)
126	ARIZONA STATE RETIREMENT SYSTEM	21,440	0.03%	$759K	+113 (+0.5%)
127	AMALGAMATED BANK	20,973	0.03%	$742K	NEW
128	YOUSIF CAPITAL MANAGEMENT, LLC	20,792	0.03%	$736K	NEW
129	HighTower Advisors, LLC	20,295	0.03%	$718K	-476 (-2.3%)
130	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	19,420	0.02%	$687K	—
131	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	19,000	0.02%	$673K	NEW
132	INTECH INVESTMENT MANAGEMENT LLC	18,565	0.02%	$657K	-986 (-5.0%)
133	FIFTH THIRD BANCORP	18,432	0.02%	$653K	+15,881 (+622.5%)
134	Groupe la Francaise	18,419	0.02%	$652K	-2,256 (-10.9%)
135	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	17,700	0.02%	$627K	NEW
136	VICTORY CAPITAL MANAGEMENT INC	17,661	0.02%	$625K	+8,848 (+100.4%)
137	KLP KAPITALFORVALTNING AS	17,300	0.02%	$616K	—
138	Vanderbilt University	17,278	0.02%	$612K	-4,416 (-20.4%)
139	INDEPENDENT FINANCIAL GROUP, LLC	16,532	0.02%	$585K	-3,419 (-17.1%)
140	Sumitomo Mitsui DS Asset Management Company, Ltd	16,365	0.02%	$579K	—
141	DekaBank Deutsche Girozentrale	16,310	0.02%	$500K	—
142	SUSQUEHANNA INTERNATIONAL GROUP, LLP	15,935	0.02%	$564K	-359,155 (-95.8%)
143	Vestcor Inc	15,283	0.02%	$541K	—
144	VOYA INVESTMENT MANAGEMENT LLC	14,823	0.02%	$525K	+1,409 (+10.5%)
145	BNP PARIBAS FINANCIAL MARKETS	13,884	0.02%	$491K	-24,659 (-64.0%)
146	Merit Financial Group, LLC	13,730	0.02%	$486K	+144 (+1.1%)
147	INCEPTIONR LLC	13,717	0.02%	$486K	NEW
148	Geneos Wealth Management Inc.	13,712	0.02%	$485K	-1,118 (-7.5%)
149	Dynamic Technology Lab Private Ltd	13,697	0.02%	$485K	-2,703 (-16.5%)
150	Significant Wealth Partners LLC	13,582	0.02%	$481K	+323 (+2.4%)
151	CHOREO, LLC	13,474	0.02%	$477K	+70 (+0.5%)
152	MERCER GLOBAL ADVISORS INC /ADV	13,446	0.02%	$476K	+580 (+4.5%)
153	Beacon Pointe Advisors, LLC	13,197	0.02%	$467K	+52 (+0.4%)
154	SUN LIFE FINANCIAL INC	13,122	0.02%	$465K	—
155	VARCOV Co.	12,951	0.02%	$458K	-30,338 (-70.1%)
156	NISSAY ASSET MANAGEMENT CORP /JAPAN	12,818	0.02%	$454K	+487 (+3.9%)
157	IFM Investors Pty Ltd	12,728	0.02%	$451K	+151 (+1.2%)
158	Safe Harbor Family Capital, LLC	12,530	0.02%	$444K	+1,315 (+11.7%)
159	Gross & Hartman Investments LLC	12,530	0.02%	$444K	+1,315 (+11.7%)
160	Elo Mutual Pension Insurance Co	12,528	0.02%	$443K	NEW
161	Pictet Asset Management Holding SA	12,372	0.02%	$438K	—
162	MML INVESTORS SERVICES, LLC	12,208	0.02%	$432K	-849 (-6.5%)
163	J.W. COLE ADVISORS, INC.	11,966	0.02%	$424K	-727 (-5.7%)
164	Waverly Advisors, LLC	11,582	0.01%	$410K	-1,803 (-13.5%)
165	Verdence Capital Advisors LLC	11,558	0.01%	$409K	—
166	Squarepoint Ops LLC	11,344	0.01%	$402K	-10,173 (-47.3%)
167	Prospera Financial Services Inc	11,342	0.01%	$402K	-567 (-4.8%)
168	Maryland State Retirement & Pension System	11,311	0.01%	$400K	NEW
169	ProShare Advisors LLC	11,297	0.01%	$400K	-19 (-0.2%)
170	Graham Capital Management, L.P.	11,202	0.01%	$397K	-7,175 (-39.0%)
171	TWO SIGMA SECURITIES, LLC	11,169	0.01%	$395K	NEW
172	PARK AVENUE SECURITIES LLC	10,980	0.01%	$389K	-335 (-3.0%)
173	CAPTRUST FINANCIAL ADVISORS	10,754	0.01%	$381K	-686 (-6.0%)
174	Private Advisor Group, LLC	10,716	0.01%	$379K	+368 (+3.6%)
175	Integrated Wealth Concepts LLC	10,588	0.01%	$375K	+462 (+4.6%)
176	Intrua Financial, LLC	10,424	0.01%	$369K	-253 (-2.4%)
177	STATE OF WISCONSIN INVESTMENT BOARD	10,417	0.01%	$369K	+2,740 (+35.7%)
178	Cerity Partners LLC	10,352	0.01%	$366K	-100 (-1.0%)
179	Perigon Wealth Management, LLC	9,968	0.01%	$353K	-475 (-4.5%)
180	TRUIST FINANCIAL CORP	9,645	0.01%	$341K	+145 (+1.5%)
181	Allworth Financial LP	9,368	0.01%	$332K	+153 (+1.7%)
182	Federation des caisses Desjardins du Quebec	9,314	0.01%	$330K	+32 (+0.3%)
183	UniSuper Management Pty Ltd	9,300	0.01%	$329K	-6,500 (-41.1%)
184	ALLSTATE CORP	9,074	0.01%	$321K	-3,302 (-26.7%)
185	EP Wealth Advisors, LLC	9,069	0.01%	$321K	+1,065 (+13.3%)
186	Certified Advisory Corp	8,997	0.01%	$319K	+257 (+2.9%)
187	Virtu Financial LLC	8,973	0.01%	$318K	NEW
188	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	8,926	0.01%	$316K	NEW
189	SkyOak Wealth, LLC	8,885	0.01%	$315K	—
190	Harvest Investment Services, LLC	8,820	0.01%	$312K	-509 (-5.5%)
191	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	8,708	0.01%	$308K	-320 (-3.5%)
192	HighPoint Advisor Group LLC	8,596	0.01%	$304K	-81 (-0.9%)
193	XPONANCE LLC	8,569	0.01%	$303K	+479 (+5.9%)
194	Farther Finance Advisors, LLC	8,262	0.01%	$292K	+217 (+2.7%)
195	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	8,220	0.01%	$291K	NEW
196	Madden Advisory Services, Inc.	8,173	0.01%	$289K	—
197	M&T Bank Corp	7,996	0.01%	$283K	-50 (-0.6%)
198	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	7,773	0.01%	$272K	-369 (-4.5%)
199	Vanguard Personalized Indexing Management, LLC	7,757	0.01%	$275K	+587 (+8.2%)
200	Brookstone Capital Management	7,695	0.01%	$272K	+5 (+0.1%)
201	Longboard Asset Management, LP	7,572	0.01%	$268K	—
202	Ameritas Investment Partners, Inc.	7,201	0.01%	$255K	+679 (+10.4%)
203	Investmark Advisory Group LLC	6,778	0.01%	$240K	-80 (-1.2%)
204	Focus Financial Network, Inc.	6,760	0.01%	$239K	-205 (-2.9%)
205	OpenArc Corporate Advisory, LLC	6,692	0.01%	$237K	NEW
206	Savant Capital, LLC	6,691	0.01%	$235K	NEW
207	Diversified Enterprises, LLC	6,678	0.01%	$236K	—
208	JACOBS LEVY EQUITY MANAGEMENT, INC	6,627	0.01%	$235K	-339,639 (-98.1%)
209	Dakota Wealth Management	6,518	0.01%	$231K	-1,632 (-20.0%)
210	State of Tennessee, Department of Treasury	6,346	0.01%	$225K	NEW
211	Arkadios Wealth Advisors	6,161	0.01%	$218K	NEW
212	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6,160	0.01%	$218K	-498 (-7.5%)
213	CIBC Asset Management Inc	6,065	0.01%	$215K	NEW
214	Capstone Financial Advisors, Inc.	6,065	0.01%	$215K	NEW
215	BANK OF MONTREAL /CAN/	6,024	0.01%	$213K	NEW
216	ASSETMARK, INC	6,018	0.01%	$213K	+485 (+8.8%)
217	Concurrent Investment Advisors, LLC	6,006	0.01%	$213K	-2,379 (-28.4%)
218	True North Advisors, LLC	5,929	0.01%	$210K	NEW
219	Gallacher Capital Management LLC	5,820	0.01%	$206K	-2,777 (-32.3%)
220	DIVERSIFY WEALTH MANAGEMENT, LLC	5,602	0.01%	$201K	NEW
221	Diversify Advisory Services, LLC	5,602	0.01%	$201K	NEW
222	HARBOUR INVESTMENTS, INC.	5,578	0.01%	$197K	-1,704 (-23.4%)
223	Smallwood Wealth Investment Management, LLC	5,507	0.01%	$195K	-557 (-9.2%)
224	Arax Advisory Partners	4,662	0.01%	$165K	NEW
225	HANTZ FINANCIAL SERVICES, INC.	4,631	0.01%	$164K	+2,582 (+126.0%)
226	IFP Advisors, Inc	4,587	0.01%	$162K	-1,464 (-24.2%)
227	Tower Research Capital LLC (TRC)	4,456	0.01%	$158K	-1,912 (-30.0%)
228	PETERSON WEALTH MANAGEMENT	4,268	0.01%	$151K	+33 (+0.8%)
229	Global Retirement Partners, LLC	3,639	0.00%	$129K	NEW
230	Kingdom Financial Group LLC.	3,408	0.00%	$121K	+26 (+0.8%)
231	Northwest & Ethical Investments L.P.	3,275	0.00%	$119K	-5,387 (-62.2%)
232	Spire Wealth Management	3,115	0.00%	$110K	+900 (+40.6%)
233	Itau Unibanco Holding S.A.	3,059	0.00%	$108K	-981 (-24.3%)
234	US BANCORP \DE\	3,016	0.00%	$107K	-165 (-5.2%)
235	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	2,936	0.00%	$104K	+290 (+11.0%)
236	FIL Ltd	2,839	0.00%	$101K	-172 (-5.7%)
237	Strategic Wealth Partners, Ltd.	2,760	0.00%	$98K	—
238	IFG Advisory, LLC	2,638	0.00%	$93K	NEW
239	JONES FINANCIAL COMPANIES LLLP	2,626	0.00%	$95K	+179 (+7.3%)
240	KBC Group NV	2,598	0.00%	$92K	—
241	EverSource Wealth Advisors, LLC	2,587	0.00%	$92K	+1,428 (+123.2%)
242	Avalon Trust Co	2,400	0.00%	$85K	+205 (+9.3%)
243	PRIVATE TRUST CO NA	2,242	0.00%	$79K	—
244	AMERIFLEX GROUP, INC.	2,139	0.00%	$76K	+17 (+0.8%)
245	Bulwark Capital Corp	2,088	0.00%	$74K	—
246	Prosperity Bancshares Inc	1,772	0.00%	$63K	+104 (+6.2%)
247	TRUST CO OF TOLEDO NA /OH/	1,720	0.00%	$61K	—
248	NewEdge Advisors, LLC	1,717	0.00%	$61K	—
249	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	1,600	0.00%	$57K	NEW
250	Versant Capital Management, Inc	1,513	0.00%	$54K	—

Exited since 2026-03-31 (33 filers; largest 25 shown)

CENTERSQUARE INVESTMENT MANAGEMENT LLC	−785,528
DEPRINCE RACE & ZOLLO INC	−717,682
WATERFALL ASSET MANAGEMENT, LLC	−164,962
MARSHALL WACE, LLP	−119,155
JANUS HENDERSON GROUP PLC	−33,872
ExodusPoint Capital Management, LP	−33,584
FOX RUN MANAGEMENT, L.L.C.	−31,570
CALTON & ASSOCIATES, INC.	−28,056
Entropy Technologies, LP	−25,272
VOLORIDGE INVESTMENT MANAGEMENT, LLC	−22,485
CWM, LLC	−10,585
Engineers Gate Manager LP	−8,569
Polymer Capital Management (US) LLC	−8,343
Diversified Trust Co	−7,462
DRW Securities, LLC	−7,361
Jain Global LLC	−7,328
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	−7,275
Cornerstone Investment Partners, LLC	−7,178
AFFINITY WEALTH MANAGEMENT LLC	−6,658
State of Wyoming	−4,486
Sound Income Strategies, LLC	−3,160
MAI Capital Management	−3,086
McIlrath & Eck, LLC	−2,629
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC	−1,843
Advisory Services Network, LLC	−920

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
STATE STREET CORPORATION	SCHEDULE 13G	2026-08-07	2026-06-30	3,913,223	5%
BlackRock, Inc.	SCHEDULE 13G/A	2026-07-28	2026-06-30	11,243,410	14.4%
BlackRock Portfolio Management LLC	SCHEDULE 13G	2026-07-17	2026-06-30	4,104,616	5.3%
Vanguard Portfolio Management	SCHEDULE 13G/A	2026-07-07	2026-06-30	7,920,906	10.16%
PRINCIPAL GLOBAL INVESTORS	SCHEDULE 13G/A	2026-05-12	2026-03-31	1,454,478	1.9%
PRINCIPAL REAL ESTATE INVESTORS LLC	SCHEDULE 13G/A	2026-05-12	2026-03-31	6,114,964	7.9%
Vanguard Capital Management	SCHEDULE 13G	2026-04-30	2026-03-31	4,026,452	5.18%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.