Welcome to our dedicated page for Inventrust P Ord SEC filings (Ticker: IVT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for InvenTrust Properties Corp. (NYSE: IVT) brings together the company’s U.S. Securities and Exchange Commission disclosures as a Maryland-incorporated real estate investment trust focused on multi-tenant essential retail. Through these filings, investors can review how InvenTrust reports its ownership, leasing, redevelopment, acquisition and management of grocery-anchored neighborhood and community centers and high-quality power centers in Sun Belt markets.
InvenTrust’s current reports on Form 8-K provide timely details on material events. These include earnings releases and supplemental information for quarterly results, investor presentations posted to the company’s investor relations website, amendments to its unsecured term loan credit agreement and revolving credit facility, and the publication of its Corporate Responsibility Report. Filings describing term loan amendments outline extended maturities, revised interest rate terms and related forward-starting interest rate swap agreements that affect the company’s capital structure.
Other 8-K filings furnish earnings materials that discuss metrics such as Same Property Net Operating Income, Nareit Funds From Operations, Core Funds From Operations, EBITDA, Adjusted EBITDA and Net Debt-to-Adjusted EBITDA, along with explanations of how these non-GAAP measures are calculated and how they supplement GAAP results. These documents also reference portfolio performance indicators, including leased occupancy and leasing spreads, and describe acquisition and disposition activity within the company’s Sun Belt retail portfolio.
On Stock Titan, SEC filings for IVT are updated as they are made available on EDGAR, and AI-powered summaries can help explain the key points in lengthy documents. This allows readers to quickly understand the purpose and implications of each filing, from earnings-related disclosures to credit agreement amendments and corporate responsibility reporting.
InvenTrust Properties Corp. is holding a virtual 2026 annual stockholders meeting on May 5, 2026, at 9:00 a.m. Central Time. Holders of its 77,699,241 outstanding common shares as of March 2, 2026 may vote online, by phone or by mail using a control number.
Stockholders will vote on electing eight directors, ratifying KPMG LLP as independent auditor for 2026, and approving an advisory say‑on‑pay resolution on named executive officer compensation. The proxy highlights strong governance practices, board independence and diversity, an equity retention policy, and an employee‑focused culture in a Sun Belt retail REIT strategy.
The company also discloses a new dividend paper‑check fee beginning with the April 2026 dividend, equal to 20% of the applicable dividend payment and capped at $1.75 per check, which stockholders can avoid by enrolling in electronic direct deposit.
InvenTrust Properties Corp. President and CEO Daniel Busch reported routine equity compensation changes involving common stock. He received a grant of 135,391 shares at no cost after the company met total shareholder return performance criteria for the period from January 1, 2023 through December 31, 2025. To cover tax withholding tied to vesting of performance-based restricted stock units, he surrendered 59,920 shares back to the company at $30.90 per share. After these transactions, Busch directly holds 238,963 common shares, reflecting a net increase in his ownership from the performance award.
InvenTrust Properties Corp. executive David Christy Lynn, EVP, COO, GC & Secretary, reported compensation-related stock movements. He acquired 64,112 shares of common stock at $0.00 per share as a grant after the company met performance criteria tied to Total Shareholder Return versus the FTSE Nareit Equity Shopping Center Index for the period from January 1, 2023 to December 31, 2025. On the same date, he surrendered 28,342 shares back to the company at $30.90 per share to cover tax withholding on vesting performance-based restricted stock units. After these transactions, he directly held 133,684 shares of common stock, reflecting routine equity compensation and tax withholding rather than open-market trading.
InvenTrust Properties Corp. executive vice president, chief financial officer and treasurer Michael Douglas Phillips reported performance-based equity vesting and related tax-share surrender. He acquired 58,007 shares of common stock at $0.00 per share as a grant/award, after the company met Total Shareholder Return performance criteria versus the FTSE Nareit Equity Shopping Center Index for the period from January 1, 2023 to December 31, 2025.
On the same date, he disposed of 25,635 shares of common stock to the issuer at $30.90 per share, with footnotes explaining these shares were surrendered to cover tax withholding obligations tied to vesting performance-based restricted stock units, rather than an open-market sale. Following these transactions, he directly owns 93,020 common shares.
InvenTrust Properties Corp. EVP Lauren Suva reported routine equity compensation activity. She received 10,354 shares of common stock at no cost as a performance share award, after the company met Total Shareholder Return goals versus the FTSE Nareit Equity Shopping Center Index for the period from January 1, 2023 to December 31, 2025.
On the same date, 4,476 shares were surrendered back to InvenTrust at $30.90 per share to satisfy tax withholding obligations tied to the vesting of performance-based restricted stock units, rather than being sold on the open market. Following these transactions, Suva holds 28,376 shares of common stock directly.
InvenTrust Properties Corp. SVP and Chief Accounting Officer David Bryson reported routine equity compensation-related transactions. On March 6, 2026, he acquired 10,354 shares of common stock at $0.00 per share as a performance share award tied to Total Shareholder Return versus the FTSE Nareit Equity Shopping Center Index for the period from January 1, 2023 through December 31, 2025. On the same date, 4,470 shares were surrendered back to the company at $30.90 per share to satisfy tax withholding obligations related to vesting of performance-based restricted stock units, a non-market disposition. After these transactions, he directly owned 18,442 common shares, reflecting a net increase of 5,884 shares.
InvenTrust Properties Corp schedule amendment reports that BlackRock, Inc. (through certain Reporting Business Units) beneficially owns 7,779,159 shares of common stock, representing 10.0% of the class as shown on the cover. The filing states 7,552,664 shares as sole voting power and 7,779,159 shares as sole dispositive power, and identifies the Reporting Business Units aggregation per SEC Release No. 34-39538. The cover lists 02/28/2026 and the signature is dated 03/04/2026.
InvenTrust Properties Corp. furnished a Q4 2025 investor presentation highlighting strong operating metrics, a Sun Belt–focused strategy, and 2026 guidance. The portfolio consists of 73 retail properties, 89% of annual base rent from grocery-anchored centers and 97% in Sun Belt markets, with 96.7% leased occupancy and 98.4% anchor occupancy as of December 31, 2025.
For 2025, Core FFO was $1.83 per diluted share, Same Property NOI grew to $171.3 million, SPNOI growth reached 5.3%, and net debt-to-adjusted EBITDA was 4.5x with a 26.3% net leverage ratio and $480 million of liquidity. The company acquired approximately $465 million of necessity-based retail assets in 2025, sold five California assets and redeployed $306 million, and plans about $300 million of net investment in 2026, including an $88 million Nashville power center.
Guidance for 2026 includes Core FFO of $1.91 to $1.95 per diluted share, Nareit FFO of $1.97 to $2.03, and Same Property NOI growth of 3.25% to 4.25%. The annualized dividend rate is $1.00 per share, with 2025 dividends equal to 52% of Core FFO, and long-term targets include net debt-to-adjusted EBITDA of 5.0x to 6.0x and a 25% to 35% net leverage ratio.
Busch Daniel reported acquisition or exercise transactions in this Form 4 filing.
InvenTrust Properties Corp. director and President & C.E.O. Daniel Busch received a grant of 42,024 Restricted Stock Units (RSUs) under the company’s 2015 Incentive Award Plan. After this award, he holds 82,140 RSUs directly.
According to the grant terms, 33% of these RSUs will vest on December 31, 2026, another 33% will vest on December 31, 2027, and the remaining 34% will vest on December 31, 2028. Vesting may accelerate if his employment ends under specified conditions following a change in control, and vested RSUs will be settled in shares of common stock within 60 days after each vesting date.
David Christy Lynn reported acquisition or exercise transactions in this Form 4 filing.
InvenTrust Properties Corp. executive David Christy Lynn, EVP, COO, General Counsel and Secretary, reported receiving a grant of 14,626 Restricted Stock Units (RSUs). This award was made under the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended, and is a form of equity-based compensation.
According to the terms, 33% of the RSUs will vest on December 31, 2026, another 33% will vest on December 31, 2027, and the remaining 34% will vest on December 31, 2028. The units may vest earlier if his employment ends under specific circumstances following a change in control, and vested RSUs will be settled in shares of common stock within 60 days after each vesting date.