Jefferies Financial Group
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Jefferies Financial Group’s InvenTrust Properties IVT Stock Holding History

Jefferies Financial Group’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
Q3 		– Sell
-206,567
Closed -$7.31M – 1558
2026
Q2 		$7.31M Buy
+206,567
New +$6.78M 0.05% 302
2026
Q1 		– Sell
-7,128
Closed -$201K – 1965
2025
Q4 		$201K Buy
+7,128
New +$201K ﹤0.01% 1621

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Principal Financial Group
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State Street
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $350M AUM 2.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Jefferies Financial Group's IVT Position: Q3 2026 in Review

Jefferies Financial Group sold out of InvenTrust Properties (IVT) in Q3 2026, closing a stake of 206,567 shares — an estimated $7.31M sold.

Jefferies Financial Group first reported a position in IVT in Q4 2025 and held it in 2 quarters. The position peaked at $7.31M in Q2 2026. 282 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

  • Jefferies Financial Group reported no remaining InvenTrust Properties position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 206,567 InvenTrust Properties shares in Q3 2026, an estimated $7.31M.
  • Jefferies Financial Group first reported a position in InvenTrust Properties in Q4 2025 and held it in 2 quarters.
  • Jefferies Financial Group's InvenTrust Properties position peaked at $7.31M in Q2 2026.
  • 282 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.