Stock Fundamentals

Company Information

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Company Name
Inventrust Properties Corp
Sector
Real Estate
Industry
REIT - Retail
Exchange
NYSE
ISIN: US46124J2015
CIK: 0001307748
CUSIP: 46124J201
Currency: USD
Full Time Employees: 103
Phone: 855 377 0510
Website: https://www.inventrustproperties.com
Fiscal Year End: December
IPO Date: Feb 24, 2014
Description:

InvenTrust Properties Corp. is a premier Sun Belt, multi-tenant essential retail REIT that owns, leases, redevelops, acquires and manages grocery-anchored neighborhood and community centers as well as high-quality power centers that often have a grocery component. Management pursues the Company's business strategy by acquiring retail properties in Sun Belt markets, opportunistically disposing of retail properties, and maintaining a flexible capital structure. A trusted, local operator bringing real estate expertise to its tenant relationships, IVT has built a strong reputation with market participants across its portfolio.

Address:

3025 Highland Parkway, Downers Grove, IL, United States, 60515

Directors & Officers

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Name Title Year Born
Mr. Daniel Joseph Busch CEO, President & Board Director 1983
Mr. Michael Douglas Phillips CPA Executive VP, CFO & Treasurer 1983
Ms. Christy L. David J.D. Executive VP, COO, General Counsel & Corporate Secretary 1980
Mr. David Heimberger Senior VP & Chief Investment Officer NA
Mr. David Bryson CPA Senior VP, Chief Accounting Officer & Controller NA
Mr. James Puzon Senior VP of Corporate Finance & Portfolio Management NA
Ms. Lauren Suva Executive VP & Chief Administrative Officer 1982
Mr. Dan Lombardo Vice President of Investor Relations NA
Mr. Matt Hagan Senior Vice President of Asset Strategy NA

Institutional Holders

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Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 11.15M Dec 31, 2025 14.35% $0.00 -1.13%
BlackRock Inc 7.79M Sep 30, 2025 10.03% $0.00 1.15%
Principal Financial Group Inc 4.73M Sep 30, 2025 6.09% $0.07 1.29%
State Street Corp 2.82M Sep 30, 2025 3.63% $0.00 0.22%
FMR Inc 2.10M Dec 31, 2025 2.71% $0.00 3.77%
Geode Capital Management, LLC 2.01M Sep 30, 2025 2.58% $0.00 0.85%
Charles Schwab Investment Management Inc 1.38M Dec 31, 2025 1.78% $0.01 0.89%
Millennium Management LLC 1.36M Sep 30, 2025 1.75% $0.02 -42.64%
CenterSquare Investment Management LLC 1.29M Dec 31, 2025 1.66% $0.36 600.30%
Vision Capital Corp 1.11M Sep 30, 2025 1.42% $9.25 11.76%
JPMorgan Chase & Co 1.05M Sep 30, 2025 1.35% $0.00 87.17%
Neuberger Berman Group LLC 1.03M Sep 30, 2025 1.33% $0.02 18.30%
Dimensional Fund Advisors, Inc. 990.40K Dec 31, 2025 1.27% $0.01 -1.78%
Northern Trust Corp 966.66K Sep 30, 2025 1.24% $0.00 -2.15%
Schroder Investment Management Group 963.25K Dec 31, 2025 1.24% $0.02 16.35%
DePrince Race & Zollo Inc 955.03K Dec 31, 2025 1.23% $0.52 0.00%
Qube Research & Technologies 849.62K Sep 30, 2025 1.09% $0.03 38.63%
The Goldman Sachs Group Inc 799.69K Sep 30, 2025 1.03% $0.00 10.69%
Hudson Bay Capital Management LP 740.69K Dec 31, 2025 0.95% $0.07 -10.10%
Nuveen, LLC 652.06K Dec 31, 2025 0.84% $0.00 -13.58%

Shares Statistics

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Shares Outstanding: 77.70M
Shares Float: 76.97M
% Insiders: 89.30%
% Institutions: 8,054.50%
Short % Float: 2.52%

🏆 Top 10 Institutional Holders

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Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Group Inc 11.15M 14.35% ▼ 1.13% Dec 31, 2025
2 BlackRock Inc 7.79M 10.03% ▲ 1.15% Sep 30, 2025
3 Principal Financial Group Inc 4.73M 6.09% ▲ 1.29% Sep 30, 2025
4 State Street Corp 2.82M 3.63% ▲ 0.22% Sep 30, 2025
5 FMR Inc 2.10M 2.71% ▲ 3.77% Dec 31, 2025
6 Geode Capital Management, LLC 2.01M 2.58% ▲ 0.85% Sep 30, 2025
7 Charles Schwab Investment Management Inc 1.38M 1.78% ▲ 0.89% Dec 31, 2025
8 Millennium Management LLC 1.36M 1.75% ▼ 42.64% Sep 30, 2025
9 CenterSquare Investment Management LLC 1.29M 1.66% ▲ 600.30% Dec 31, 2025
10 Vision Capital Corp 1.11M 1.42% ▲ 11.76% Sep 30, 2025

Valuation Metrics

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Enterprise Value: $3.21B
Trailing P/E: 22.00
Forward P/E: 105.26

Financial Highlights

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Market Cap: $2.43B
EBITDA: $172.78M
P/E Ratio: $22.00
Book Value: $23.10
Dividend/Share: $0.95
Dividend Yield: 3.08%
Earnings/Share: $1.42
Profit Margin: 37.24%
Operating Margin: 14.40%
ROA (TTM): 1.18%
ROE (TTM): 6.27%
Revenue (TTM): $299.17M
Revenue/Share (TTM): $3.86
Earnings Growth (YOY): -74.70%
Revenue Growth (YOY): 8.60%

Stock Price History

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1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

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Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

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Financial Ratios

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Earnings History

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Balance Sheet (Yearly)

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Financial Ratios

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Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 1.17x 0.46x 0.36x 1.49x 3.01x
2024-12-31 1.99x 0.44x 0.33x 1.27x 4.71x
2023-12-31 2.28x 0.58x 0.38x 0.94x 5.76x
2022-12-31 3.04x 0.48x 0.35x 1.32x 5.91x
2021-12-31 1.50x 0.35x 0.29x 0.17x 5.67x
2020-12-31 6.03x 0.32x 0.28x 0.97x 5.24x
2019-12-31 6.76x 0.34x 0.27x 1.21x 3.34x
2018-12-31 6.37x 0.30x 0.27x 1.33x 3.53x
2017-12-31 4.04x 0.40x 0.29x 0.49x 5.47x
2016-12-31 12.28x 0.34x 0.30x -0.03x 3.82x
2015-12-31 5.87x 0.00x 0.49x -0.28x 0.00x
2014-12-31 9.33x 0.00x 0.47x 1.65x 0.00x
2013-12-31 1.80x 0.00x 0.56x -0.34x 0.00x
2012-12-31 4.30x 0.00x 0.60x 0.58x 0.00x
2011-12-31 5.10x 0.00x 0.57x 0.39x 0.00x
2010-12-31 6.05x 0.00x 0.51x 0.17x 0.00x
2009-12-31 N/A 0.00x 0.00x 0.16x 0.00x
2008-12-31 N/A 0.00x 0.00x 0.70x 0.00x
2007-12-31 0.00x 0.00x 78.69x 0.94x 0.00x
2006-12-31 0.00x 0.00x 56.62x 0.97x 0.00x
2005-12-31 N/A N/A 0.00x 0.68x 0.00x

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