IVT
InvenTrust Properties
Real Estate›Equity REITs›Retail REITs
18 stocks · 12 ETFs
data as of Aug 24, 2026
REPLACEMENT RESEARCH
Tax-loss harvesting alternatives for IVT
Among the 18 Retail REITs peers screened, UE (Urban Edge Properties) has tracked IVT most closely over the past year, with a return correlation of 0.69. The strongest fund stand-in is RWR (SPDR Dow Jones REIT ETF) at 0.59 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.
Run this search live in the Screener →STOCKS
Single-name peers
| Ticker | Name | Sub-industry | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| UE | Urban Edge Properties | Retail REITs | 0.69 | 0.78 | 0.02 | 0.01 |
| KRG | Kite Realty Group Trust | Retail REITs | 0.69 | 0.76 | 0.03 | 0.02 |
| KIM | Kimco Realty | Retail REITs | 0.67 | 0.74 | 0.02 | 0.01 |
| BRX | Brixmor Property Group | Retail REITs | 0.67 | 0.77 | 0.01 | 0.01 |
| PECO | Phillips Edison & Company | Retail REITs | 0.65 | 0.74 | 0.05 | — |
| FRT | Federal Realty Investment Trust | Retail REITs | 0.64 | 0.72 | 0.03 | 0.02 |
| REG | Regency Centers | Retail REITs | 0.62 | 0.70 | 0.04 | 0.02 |
| NNN | NNN REIT | Retail REITs | 0.58 | 0.53 | -0.00 | 0.00 |
| BFS | Saul Centers, Inc. | Retail REITs | 0.55 | 0.64 | 0.00 | 0.00 |
| AKR | Acadia Realty Trust | Retail REITs | 0.54 | 0.72 | 0.03 | 0.02 |
| ADC | Agree Realty | Retail REITs | 0.53 | 0.47 | 0.00 | 0.01 |
| O | Realty Income | Retail REITs | 0.52 | 0.47 | -0.02 | -0.00 |
| SPG | Simon Property Group | Retail REITs | 0.52 | 0.64 | 0.02 | 0.01 |
| SKT | Tanger Factory Outlet Centers, Inc. | Retail REITs | 0.51 | 0.60 | 0.00 | -0.00 |
| GTY | Getty Realty Corp. | Retail REITs | 0.51 | 0.50 | 0.01 | 0.01 |
| NTST | NETSTREIT Corp. | Retail REITs | 0.50 | 0.50 | -0.01 | -0.00 |
| CURB | Curbline Properties Corp. | Retail REITs | 0.47 | 0.45 | — | — |
| MAC | Macerich | Retail REITs | 0.43 | 0.57 | 0.01 | 0.01 |
ETFS
Fund stand-ins
An ETF is generally not 'substantially identical' to a single stock, which is why funds are the standard wash-sale-aware replacement.
| Ticker | Name | Focus | Match | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| RWR | SPDR Dow Jones REIT ETF | REITs | SECTOR | 0.59 | 0.71 | 0.02 | 0.02 |
| USRT | iShares Core US REIT ETF | REITs | SECTOR | 0.58 | 0.71 | 0.01 | 0.01 |
| SCHH | Schwab US REIT ETF | REITs | SECTOR | 0.56 | 0.68 | 0.01 | 0.02 |
| VNQ | Vanguard Real Estate ETF | REITs | SECTOR | 0.54 | 0.68 | 0.00 | 0.01 |
| IYR | iShares US Real Estate ETF | REITs | SECTOR | 0.54 | 0.67 | 0.01 | 0.01 |
| INDS | Pacer Industrial Real Estate ETF | Industrial REITs | SUB-IND | 0.51 | 0.62 | 0.02 | 0.02 |
| XLRE | Real Estate Select Sector SPDR | Real Estate Sector | SECTOR | 0.51 | 0.65 | 0.01 | 0.01 |
| REZ | iShares Residential & Multisector RE | Residential REITs | SUB-IND | 0.50 | 0.63 | 0.00 | 0.01 |
| SRVR | Pacer Data & Infrastructure RE | Data Center & Tower REITs | SUB-IND | 0.12 | 0.43 | -0.01 | -0.00 |
| SPY | SPDR S&P 500 ETF | S&P 500 | BROAD | -0.02 | 0.37 | 0.03 | 0.02 |
| IVV | iShares Core S&P 500 | S&P 500 | BROAD | -0.02 | 0.37 | 0.02 | 0.01 |
| VOO | Vanguard S&P 500 ETF | S&P 500 | BROAD | -0.03 | 0.37 | 0.03 | 0.02 |
NEXT STEPS
Harvesting a loss in IVT?
RELATED
Replacement research for IVT's peers
Method: Pearson correlation of daily closing-price returns, Yahoo Finance data, series aligned by trading day, refreshed weekly. A cell is blank when overlapping history covers less than 60% of its window. Correlation is descriptive, not predictive. Wash-sale treatment depends on facts and circumstances — confirm with a tax professional. Not investment advice.