InvenTrust Properties Corp.

Frequently Asked Questions About IVT

What does IVT invest in?

InvenTrust Properties Corp. operates as a leading multi-tenant retail real estate investment trust (REIT), engaging in the acquisition, ownership, leasing, redevelopment, and management of properties. Its portfolio largely comprises grocery-anchored neighborhood centers, along with some power centers that often include a grocery store, primarily located in demographically robust Sun Belt markets. The company is committed to advancing its multi-tenant retail platform by strategically investing in essential grocery-anchored assets within its current regions, consistently employing a focused and disciplined capital allocation strategy.

What is the expense ratio of IVT?

An expense ratio for InvenTrust Properties Corp. (IVT) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is IVT?

InvenTrust Properties Corp. (IVT) manages $2.82B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is IVT actively managed or an index fund?

IVT's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was IVT launched?

InvenTrust Properties Corp. (IVT) launched in February 2014 and is managed by the fund issuer.

How has IVT performed?

IVT's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.