HFS
IVT icon

Hughes Financial Services’s InvenTrust Properties IVT Stock Holding History

Hughes Financial Services’s Portfolio IVT Stock Details IVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$106 Hold
3
– – ﹤0.01% 1429
2026
Q1 		$91 Buy
3
+1
+50% +$30 ﹤0.01% 1313
2025
Q4 		$56 Buy
+2
New +$56 ﹤0.01% 1127

Other funds holding IVT

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Hughes Financial Services's IVT Position: Q2 2026 in Review

Hughes Financial Services held its InvenTrust Properties (IVT) position steady in Q2 2026 at 3 shares worth $106. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Hughes Financial Services first reported a position in IVT in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Hughes Financial Services held 3 shares of InvenTrust Properties worth $106 as of Q2 2026.
  • Hughes Financial Services left its InvenTrust Properties share count unchanged in Q2 2026.
  • InvenTrust Properties made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1429 holding.
  • Hughes Financial Services first reported a position in InvenTrust Properties in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.