AG真人官方

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[SCHEDULE 13G/A] InvenTrust Properties Corp. SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary

Principal AG真人官方 Estate Investors LLC and Principal Global Investors filed an amended Schedule 13G reporting joint beneficial ownership of 4,540,662 shares of InvenTrust Properties Corp. common stock, representing 5.9% of the class. The filing breaks the position down into 4,405,146 shares (5.7%) held by Principal AG真人官方 Estate Investors LLC and 135,516 shares (0.2%) held by Principal Global Investors, with all reported shares held with shared voting and shared dispositive power and no sole voting or dispositive authority.

The filers certify the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. A Joint Filing Agreement is included as an exhibit to the statement.

Principal AG真人官方 Estate Investors LLC e Principal Global Investors hanno presentato un emendamento al Schedule 13G, dichiarando la titolarit脿 congiunta di 4,540,662 azioni ordinarie di InvenTrust Properties Corp., rappresentanti il 5,9% della classe. La dichiarazione suddivide la posizione in 4,405,146 azioni (5,7%) detenute da Principal AG真人官方 Estate Investors LLC e 135,516 azioni (0,2%) detenute da Principal Global Investors, con tutte le azioni riportate detenute con potere di voto condiviso e potere di disposizione condiviso e senza alcuna autorit脿 di voto o di disposizione esclusiva.

I dichiarante attestano che le azioni sono detenute nell'ordinario corso dell'attivit脿 e non con lo scopo di modificare o influenzare il controllo dell'emittente. Un Accordo per la presentazione congiunta 猫 incluso come allegato alla dichiarazione.

Principal AG真人官方 Estate Investors LLC y Principal Global Investors presentaron un Schedule 13G enmendado informando la titularidad conjunta de 4,540,662 acciones ordinarias de InvenTrust Properties Corp., que representan el 5,9% de la clase. La presentaci贸n desglosa la posici贸n en 4,405,146 acciones (5,7%) en poder de Principal AG真人官方 Estate Investors LLC y 135,516 acciones (0,2%) en poder de Principal Global Investors, con todas las acciones declaradas en voto compartido y poder dispositivo compartido y sin autoridad de voto o de disposici贸n exclusiva.

Los declarante certifican que las acciones se mantienen en el curso ordinario del negocio y no con el prop贸sito de cambiar o influir en el control del emisor. Se incluye un Acuerdo de presentaci贸n conjunta como anexo a la declaraci贸n.

Principal AG真人官方 Estate Investors LLC鞕赌 Principal Global Investors電� 鞝曥爼霅� Schedule 13G毳� 鞝滌稖頃橃棳 InvenTrust Properties Corp.鞚� 氤错喌欤� 4,540,662欤茧ゼ 瓿惦彊鞙茧 鞁れ 氤挫湢頃橁碃 鞛堨潓鞚� 氤搓碃頄堨溂氅�, 鞚措姅 齑� 氚滍枆欤检嫕鞚� 5.9%鞐� 頃措嫻頃╇媹雼�. 鞝滌稖靹滊姅 氤挫湢 歆攵勳潉 Principal AG真人官方 Estate Investors LLC臧 氤挫湢頃� 4,405,146欤�(5.7%)鞕赌 Principal Global Investors臧 氤挫湢頃� 135,516欤�(0.2%)搿� 甑秳頃橁碃, 氇摖 氤搓碃霅� 欤检嫕鞚 瓿惦彊 鞚橁舶甓� 氚� 瓿惦彊 觳橂秳甓�鞙茧 氤挫湢霅橂┌ 雼弲鞚� 鞚橁舶甓� 霕愲姅 觳橂秳甓岇潃 鞐嗠嫟瓿� 氚濏様鞀惦媹雼�.

鞁犼碃鞚鸽摛鞚 鞚� 欤检嫕霌れ澊 韱奠儊鞝侅澑 鞓侅梾 瓿检爼鞐愳劀 氤挫湢霅� 瓴冹澊氅� 氚滍枆須岇偓鞚� 歆氚瓣秾鞚� 氤瓴巾晿瓯半倶 攴胳棎 鞓來枼鞚� 氙胳箻霠る姅 氇╈爜鞚� 鞎勲嫎鞚� 歃濍獏頃╇媹雼�. 瓿惦彊 鞝滌稖 瓿勳暯靹�(Joint Filing Agreement)臧 頃措嫻 歆勳垹靹滌潣 攵靻嶌劀毳橂 韽暔霅橃柎 鞛堨姷雼堧嫟.

Principal AG真人官方 Estate Investors LLC et Principal Global Investors ont d茅pos茅 un Schedule 13G modifi茅 d茅clarant la propri茅t茅 b茅n茅ficiaire conjointe de 4,540,662 actions ordinaires d'InvenTrust Properties Corp., repr茅sentant 5,9 % de la cat茅gorie. Le d茅p么t ventile la position en 4,405,146 actions (5,7 %) d茅tenues par Principal AG真人官方 Estate Investors LLC et 135,516 actions (0,2 %) d茅tenues par Principal Global Investors, toutes les actions d茅clar茅es 茅tant d茅tenues avec pouvoir de vote partag茅 et pouvoir dispositif partag茅 et sans autorit茅 de vote ou dispositive exclusive.

Les d茅clarants certifient que les actions sont d茅tenues dans le cours normal des affaires et non dans le but de modifier ou d'influencer le contr么le de l'茅metteur. Un accord de d茅p么t conjoint est inclus en annexe de la d茅claration.

Principal AG真人官方 Estate Investors LLC und Principal Global Investors haben eine berichtigte Schedule 13G eingereicht und melden eine gemeinsame wirtschaftliche Beteiligung an 4,540,662 Aktien der Stammaktien von InvenTrust Properties Corp., was 5,9% der Klasse entspricht. Die Einreichung teilt die Position in 4,405,146 Aktien (5,7%), gehalten von Principal AG真人官方 Estate Investors LLC, und 135,516 Aktien (0,2%), gehalten von Principal Global Investors auf; alle gemeldeten Aktien werden mit gemeinsamen Stimm- und Verf眉gungsrechten gehalten, und es bestehen keine alleinigen Stimm- oder Verf眉gungsbefugnisse.

Die Einreicher best盲tigen, dass die Aktien im gew枚hnlichen Gesch盲ftsverlauf gehalten werden und nicht zum Zweck der 脛nderung oder Beeinflussung der Kontrolle des Emittenten. Eine Vereinbarung zur gemeinsamen Einreichung ist als Anlage zur Erkl盲rung beigef眉gt.

Positive
  • Combined beneficial ownership of 4,540,662 shares representing 5.9% of the class
  • Principal AG真人官方 Estate Investors LLC holds 4,405,146 shares (5.7%) with shared voting and dispositive power
  • Filing includes a Joint Filing Agreement (Exhibit 99.1), supporting transparency of the joint position
Negative
  • None.

Insights

TL;DR: Two Principal affiliates jointly report a material, but non-controlling, 5.9% beneficial stake in InvenTrust.

The combined position of 4,540,662 shares is large enough to be material to investors' awareness but is reported as held with shared voting and dispositive power, not sole control. The breakdown shows Principal AG真人官方 Estate Investors LLC holds the bulk of the position (4,405,146 shares). The certification that the holdings are in the ordinary course of business and not for control limits immediate governance concerns, but the stake may attract attention from other investors given its size.

TL;DR: This filing discloses a coordinated, non-controlling stake with shared authority and a joint filing agreement for transparency.

The report clarifies that both entities file jointly and exercise shared voting and dispositive power over reported shares, which implies coordinated reporting without assertion of unilateral control. The inclusion of a Joint Filing Agreement as an exhibit supports regulatory transparency. From a governance perspective, the lack of sole voting or dispositive power means no immediate change to board control is claimed.

Principal AG真人官方 Estate Investors LLC e Principal Global Investors hanno presentato un emendamento al Schedule 13G, dichiarando la titolarit脿 congiunta di 4,540,662 azioni ordinarie di InvenTrust Properties Corp., rappresentanti il 5,9% della classe. La dichiarazione suddivide la posizione in 4,405,146 azioni (5,7%) detenute da Principal AG真人官方 Estate Investors LLC e 135,516 azioni (0,2%) detenute da Principal Global Investors, con tutte le azioni riportate detenute con potere di voto condiviso e potere di disposizione condiviso e senza alcuna autorit脿 di voto o di disposizione esclusiva.

I dichiarante attestano che le azioni sono detenute nell'ordinario corso dell'attivit脿 e non con lo scopo di modificare o influenzare il controllo dell'emittente. Un Accordo per la presentazione congiunta 猫 incluso come allegato alla dichiarazione.

Principal AG真人官方 Estate Investors LLC y Principal Global Investors presentaron un Schedule 13G enmendado informando la titularidad conjunta de 4,540,662 acciones ordinarias de InvenTrust Properties Corp., que representan el 5,9% de la clase. La presentaci贸n desglosa la posici贸n en 4,405,146 acciones (5,7%) en poder de Principal AG真人官方 Estate Investors LLC y 135,516 acciones (0,2%) en poder de Principal Global Investors, con todas las acciones declaradas en voto compartido y poder dispositivo compartido y sin autoridad de voto o de disposici贸n exclusiva.

Los declarante certifican que las acciones se mantienen en el curso ordinario del negocio y no con el prop贸sito de cambiar o influir en el control del emisor. Se incluye un Acuerdo de presentaci贸n conjunta como anexo a la declaraci贸n.

Principal AG真人官方 Estate Investors LLC鞕赌 Principal Global Investors電� 鞝曥爼霅� Schedule 13G毳� 鞝滌稖頃橃棳 InvenTrust Properties Corp.鞚� 氤错喌欤� 4,540,662欤茧ゼ 瓿惦彊鞙茧 鞁れ 氤挫湢頃橁碃 鞛堨潓鞚� 氤搓碃頄堨溂氅�, 鞚措姅 齑� 氚滍枆欤检嫕鞚� 5.9%鞐� 頃措嫻頃╇媹雼�. 鞝滌稖靹滊姅 氤挫湢 歆攵勳潉 Principal AG真人官方 Estate Investors LLC臧 氤挫湢頃� 4,405,146欤�(5.7%)鞕赌 Principal Global Investors臧 氤挫湢頃� 135,516欤�(0.2%)搿� 甑秳頃橁碃, 氇摖 氤搓碃霅� 欤检嫕鞚 瓿惦彊 鞚橁舶甓� 氚� 瓿惦彊 觳橂秳甓�鞙茧 氤挫湢霅橂┌ 雼弲鞚� 鞚橁舶甓� 霕愲姅 觳橂秳甓岇潃 鞐嗠嫟瓿� 氚濏様鞀惦媹雼�.

鞁犼碃鞚鸽摛鞚 鞚� 欤检嫕霌れ澊 韱奠儊鞝侅澑 鞓侅梾 瓿检爼鞐愳劀 氤挫湢霅� 瓴冹澊氅� 氚滍枆須岇偓鞚� 歆氚瓣秾鞚� 氤瓴巾晿瓯半倶 攴胳棎 鞓來枼鞚� 氙胳箻霠る姅 氇╈爜鞚� 鞎勲嫎鞚� 歃濍獏頃╇媹雼�. 瓿惦彊 鞝滌稖 瓿勳暯靹�(Joint Filing Agreement)臧 頃措嫻 歆勳垹靹滌潣 攵靻嶌劀毳橂 韽暔霅橃柎 鞛堨姷雼堧嫟.

Principal AG真人官方 Estate Investors LLC et Principal Global Investors ont d茅pos茅 un Schedule 13G modifi茅 d茅clarant la propri茅t茅 b茅n茅ficiaire conjointe de 4,540,662 actions ordinaires d'InvenTrust Properties Corp., repr茅sentant 5,9 % de la cat茅gorie. Le d茅p么t ventile la position en 4,405,146 actions (5,7 %) d茅tenues par Principal AG真人官方 Estate Investors LLC et 135,516 actions (0,2 %) d茅tenues par Principal Global Investors, toutes les actions d茅clar茅es 茅tant d茅tenues avec pouvoir de vote partag茅 et pouvoir dispositif partag茅 et sans autorit茅 de vote ou dispositive exclusive.

Les d茅clarants certifient que les actions sont d茅tenues dans le cours normal des affaires et non dans le but de modifier ou d'influencer le contr么le de l'茅metteur. Un accord de d茅p么t conjoint est inclus en annexe de la d茅claration.

Principal AG真人官方 Estate Investors LLC und Principal Global Investors haben eine berichtigte Schedule 13G eingereicht und melden eine gemeinsame wirtschaftliche Beteiligung an 4,540,662 Aktien der Stammaktien von InvenTrust Properties Corp., was 5,9% der Klasse entspricht. Die Einreichung teilt die Position in 4,405,146 Aktien (5,7%), gehalten von Principal AG真人官方 Estate Investors LLC, und 135,516 Aktien (0,2%), gehalten von Principal Global Investors auf; alle gemeldeten Aktien werden mit gemeinsamen Stimm- und Verf眉gungsrechten gehalten, und es bestehen keine alleinigen Stimm- oder Verf眉gungsbefugnisse.

Die Einreicher best盲tigen, dass die Aktien im gew枚hnlichen Gesch盲ftsverlauf gehalten werden und nicht zum Zweck der 脛nderung oder Beeinflussung der Kontrolle des Emittenten. Eine Vereinbarung zur gemeinsamen Einreichung ist als Anlage zur Erkl盲rung beigef眉gt.






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:08/08/2025
PRINCIPAL GLOBAL INVESTORS
Signature:/s/ J. Markham Penrod
Name/Title:Chief Compliance Officer - North America, Principal Asset Management
Date:08/08/2025
Exhibit Information

This statement is filed by Principal AG真人官方 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

Who filed the Schedule 13G amendment for InvenTrust (IVT)?

Principal AG真人官方 Estate Investors LLC and Principal Global Investors filed the amended Schedule 13G jointly.

How many InvenTrust (IVT) shares do the filers beneficially own?

The filers report combined beneficial ownership of 4,540,662 shares of InvenTrust common stock.

What percentage of InvenTrust (IVT) does the reported position represent?

The aggregated position represents 5.9% of the outstanding class; Principal AG真人官方 Estate Investors LLC accounts for 5.7% and Principal Global Investors for 0.2%.

Do the filers claim sole voting or dispositive power over the shares?

No. The filing states 0 shares with sole voting or dispositive power and reports the shares under shared voting and shared dispositive power.

Are the holdings claimed to be for the purpose of changing control of InvenTrust (IVT)?

The filers certify the securities are held in the ordinary course of business and are not held for the purpose of changing or influencing control of the issuer.

Does the filing include supporting documentation?

Yes. The statement references a Joint Filing Agreement filed as an exhibit to the Schedule 13G.
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AG真人官方 Estate Investment Trusts
United States
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