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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
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

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jefferies Financial Group's IVT Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in InvenTrust Properties (IVT) in Q2 2026: 206,567 shares worth $7.31M. The stake represents 0.05% of the portfolio and ranks #302 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in IVT as recently as Q4 2025.

Jefferies Financial Group first reported a position in IVT in Q4 2025 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Jefferies Financial Group held 206,567 shares of InvenTrust Properties worth $7.31M as of Q2 2026.
  • InvenTrust Properties was a new Jefferies Financial Group position in Q2 2026.
  • InvenTrust Properties made up 0.05% of Jefferies Financial Group's portfolio in Q2 2026, its #302 holding.
  • Jefferies Financial Group first reported a position in InvenTrust Properties in Q4 2025 and has held it in 2 quarters since.
  • 344 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.