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Institutional holders disclose 7.8% InvenTrust (IVT) stake in new filing

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Principal Real Estate Investors LLC and Principal Global Investors report beneficial ownership of 6,062,527 shares of InvenTrust Properties Corp. common stock, representing 7.8% of the class as of the referenced date.

The filing shows no sole voting or dispositive power, with all authority shared across their positions. The reporting persons certify the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of InvenTrust.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



PRINCIPAL REAL ESTATE INVESTORS LLC
Signature:/s/ J. Markham Penrod
Name/Title:Chief Compliance Officer - North America, Principal Asset Management
Date:02/05/2026
PRINCIPAL GLOBAL INVESTORS
Signature:/s/ J. Markham Penrod
Name/Title:Chief Compliance Officer - North America, Principal Asset Management
Date:02/05/2026
Exhibit Information

This statement is filed by Principal Real Estate Investors LLC and Principal Global Investors LLC jointly pursuant to a Joint Filing Agreement, which is filed with this Schedule 13G as Exhibit 99.1.

FAQ

How many InvenTrust (IVT) shares do Principal entities report owning?

The reporting entities disclose beneficial ownership of 6,062,527 shares of InvenTrust Properties Corp. common stock. This represents a significant institutional stake and reflects combined positions managed by Principal Real Estate Investors LLC and Principal Global Investors.

What percentage of InvenTrust (IVT) does Principal report owning?

Principal entities report beneficial ownership of 7.8% of InvenTrust’s common stock. This percentage is based on the issuer’s outstanding shares and reflects the combined holdings reported in the Schedule 13G/A amendment.

Do Principal entities have sole voting power over InvenTrust (IVT) shares?

The filing states no sole voting power for either reporting person. All voting authority over the reported InvenTrust shares is characterized as shared voting power, consistent with institutional investment management arrangements.

Are Principal’s InvenTrust (IVT) holdings intended to influence control of the company?

The reporting persons certify the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of InvenTrust, aligning this with a passive investment position.

Which entities are reporting beneficial ownership of InvenTrust (IVT) shares?

The Schedule 13G/A is filed jointly by Principal Real Estate Investors LLC and Principal Global Investors, both Delaware entities. A joint filing agreement is referenced as Exhibit 99.1 to the statement.

What are the separate stakes of Principal Real Estate Investors and Principal Global Investors in IVT?

Principal Real Estate Investors LLC reports 4,584,305 shares, or 5.9% of the class, with shared voting and dispositive power. Principal Global Investors reports 1,478,222 shares, or 1.9%, also with shared voting and dispositive power.
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