InvenTrust Properties Corp.
IVTNYSEReal Estate · Real Estate Investment Trusts · MD · SEC filings ↗ · Compare ⊕
View price & chart on Yahoo Finance ↗Financials
SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | FY21 | FY20 | |
|---|---|---|---|---|---|---|
| Revenue | $299.2M | $274.0M | $258.7M | $236.7M | $212.0M | $197.8M |
| Operating income | $60.0M | −$33.3M | −$30.5M | $17.0M | −$8.1M | −$28.4M |
| Net income | $111.4M | $13.7M | $5.3M | $52.2M | −$5.4M | −$10.2M |
| Total assets | $2.79B | $2.64B | $2.49B | $2.47B | $2.21B | $2.41B |
| Total liabilities | $994.4M | $875.9M | $933.3M | $869.1M | $640.9M | $668.5M |
| Equity | $1.79B | $1.76B | $1.55B | $1.60B | $1.57B | $1.74B |
| EPS (diluted) | $1.42 | $0.19 | $0.08 | $0.77 | $-0.08 | $-0.14 |
| Shares out. | 77.5M | 67.8M | 67.5M | 67.3M | 719.5M | 720.8M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- 20.1%
- Net margin
- 37.2%
- Return on equity
- 6.2%
- Return on assets
- 4.0%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 35.7%
- Debt / equity
- 0.55×
- Book value / share
- $23.16
- Revenue growth (YoY)
- 9.2%
- Net income growth (YoY)
- 715.8%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Accruals / assets
- −1.6%clean
- Piotroski F-Score
- 6/8mixed
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.
Signs
● 5 good- Operating margin is positive
- Revenue is growing year-over-year
- Conservative leverage (liabilities < 50% of assets)
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Principal Real Estate Investors LlcPassive (13G)May 12, 2026
- Vanguard Capital Management LlcPassive (13G)Apr 30, 2026
- Vanguard Portfolio Management LlcPassive (13G)Apr 29, 2026
- Vanguard Group IncPassive (13G)Mar 27, 2026
- Blackrock, Inc.Passive (13G)Mar 4, 2026
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Swinehart JulieDirector | May 5, 2026 | Option exercise | 4,372 | $0.00 |
| Shah SmitaDirector | May 5, 2026 | Option exercise | 4,372 | $0.00 |
| Saban PaulaDirector | May 5, 2026 | Option exercise | 4,372 | $0.00 |
| Whitehurst Julian EDirector | May 5, 2026 | Option exercise | 4,372 | $0.00 |
| Black Amanda ElizabethDirector | May 5, 2026 | Option exercise | 4,372 | $0.00 |
| Nelson Scott A.Director | May 5, 2026 | Option exercise | 4,372 | $0.00 |
| Aitken StuartDirector | May 5, 2026 | Option exercise | 4,372 | $0.00 |
| Busch DanielOfficer — President & C.E.O. | Mar 6, 2026 | Grant | 135,391 | $0.00 |
| David Christy LynnOfficer — EVP, COO, GC & Sec. | Mar 6, 2026 | Grant | 64,112 | $0.00 |
| Phillips Michael DouglasOfficer — E.V.P., C.F.O. & Treasurer | Mar 6, 2026 | Grant | 58,007 | $0.00 |
| Suva LaurenOfficer — EVP, Chief Administrative Off. | Mar 6, 2026 | Grant | 10,354 | $0.00 |
| Bryson DavidOfficer — SVP, Chief Accounting Officer | Mar 6, 2026 | Grant | 10,354 | $0.00 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 2.7M | 7.3 | +13.7% |
| Apr 30, 2026 | 2.4M | 4.8 | +5.2% |
| Apr 15, 2026 | 2.2M | 5.9 | +1.8% |
| Mar 31, 2026 | 2.2M | 4.5 | +11.9% |
| Mar 13, 2026 | 2.0M | 3.9 | +15.4% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Regulation FD disclosureMay 29, 2026
- Shareholder voteMay 6, 2026
- Regulation FD disclosureMay 1, 2026
- Results of operationsApr 28, 2026
- Entered a material agreement · New financial obligation · Other material eventApr 17, 2026
- Regulation FD disclosureFeb 26, 2026
- Results of operationsFeb 10, 2026
- Regulation FD disclosureOct 28, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗- 8-K8-K - UPDATED INVESTOR PRESENTATION MAY 2026May 29, 2026
- SCHEDULE 13G/AMay 12, 2026
- 4FORM 4May 7, 2026
- 4FORM 4May 7, 2026
- 4FORM 4May 7, 2026
- 4FORM 4May 7, 2026
- 4FORM 4May 7, 2026
- 4FORM 4May 7, 2026
- 4FORM 4May 7, 2026
- 8-K8-K - 2026 IVT PROXY RESULTSMay 6, 2026
- 8-K8-K - INVESTOR PRESENTATION MAY 2026May 1, 2026
- SCHEDULE 13GApr 30, 2026
- SCHEDULE 13GApr 29, 2026
- 10-QApr 28, 2026
- 8-KApr 28, 2026
Corporate family
Spin-offs from InvenTrust Properties Corp. (2)
- Highlands REIT, Inc.completedApr 27, 2016details
- Xenia Hotels & Resorts, Inc.XHRcompletedJan 9, 2015details
From the spin-off filings we track. Follow a company to walk its own history.
Event-driven situations (3)
Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.