InvenTrust Properties (IVT)
Owns grocery-anchored shopping centers across concentrated Sun Belt markets.
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Owns and operates grocery-anchored neighborhood and community centers plus power centers, earning rent from anchors and smaller retailers. The portfolio is concentrated in Sun Belt markets and managed through local field teams, with results tied to tenant health, leasing demand, and real estate capital access.
Owns, leases, redevelops, acquires, and manages grocery-anchored neighborhood and community centers and power centers that often include grocers. The single-segment portfolio is concentrated in Sun Belt markets, and rental income comes from anchors and smaller shops serving recurring local demand.
Handles leasing and tenant relationships through field teams located near most properties, supporting hands-on oversight across clustered markets. Capital is recycled through acquisitions, redevelopment, and selective property sales.
Results depend on tenants remaining open and paying rent, space being renewed or re-leased, and access to debt and equity capital. Texas supplies a large share of rent, while REIT status requires ongoing compliance with income, asset, and distribution rules.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 1, 2026 | Wells Fargo | Reiterate | Rating: —Target: $39 | Target: $38 |
| Jul 23, 2026 | Wells Fargo | Reiterate | Rating: —Target: $36 | Target: $39 |
| Jun 12, 2026 | BTIG | Target | Target: $31 | Target: $37 |
| May 26, 2026 | Wells Fargo | Reiterate | Rating: —Target: $33 | Target: $36 |
| Dec 15, 2025 | Jefferies | Target | Target: $34 | Target: $33 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $74.9M · Total debt $1.10B · Total assets $3.03B · Shareholders' equity $1.77B
- Revenue
- $82.8M
- Operating income
- $12.7M
- Net income
- $1.4M
HistoryDividendAnnual yieldUpcoming
| Institutions | 91.04% | 70.99M shares | |
|---|---|---|---|
| 346 holders · as of Jun 30, 2026 | |||
| Insiders | 0.97% | 754.7K shares | |
| 14 holders · as of Jul 27, 2026 | |||
| Other | 7.99% | 6.23M shares | |
| remainder | |||
77.98M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 19.68% | 15.35M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 10.12% | 7.89M | as of Jun 30, 2026 |
Principal Financial Group IncInstitution | 9.51% | 7.41M | as of Jun 30, 2026 |
Principal Real Estate Investors LLCInstitution | 7.84% | 6.11M | filed May 12, 2026 |
State Street CorpInstitution | 5.02% | 3.91M | as of Jun 30, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
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- Phillips Edison
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- Federal Realty
High-quality retail and mixed-use property competitor
- Urban Edge Properties
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| InvenTrust Properties | $30.81 | +0.02% | $2.40B | 153.5 | — | 7.6 | +13.3% |
| Kimco Realty | $22.55 | +0.02% | $15.19B | 25.3 | 26.4 | 6.9 | +4.9% |
| Regency Centers | $73.30 | +0.52% | $13.32B | 20.7 | 29.0 | 7.7 | +5.7% |
| Brixmor Property Group | $27.93 | −0.59% | $8.62B | 20.1 | 27.9 | 6.1 | +4.3% |
| Kite Realty Group | $25.15 | −0.22% | $5.05B | 15.6 | 75.9 | 6.2 | −8.5% |
| Phillips Edison | $37.00 | 0.00% | $4.75B | 32.2 | 47.8 | 6.3 | +3.8% |
| Federal Realty | $110.88 | +0.23% | $9.56B | 22.0 | 35.1 | 7.2 | +7.7% |
| Urban Edge Properties | $20.08 | +0.40% | $2.52B | 37.4 | 45.2 | 5.1 | +7.7% |
| Median | 22.0 | 35.1 | 6.3 | +4.9% |