AWM
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Abound Wealth Management’s Invitation Homes INVH Stock Holding History

Abound Wealth Management’s Portfolio INVH Stock Details INVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$726 Hold
24
– – ﹤0.01% 879
2026
Q1 		$597 Buy
+24
New +$629 ﹤0.01% 1037
2025
Q4 		– Sell
-1
Closed -$27 – 1467
2025
Q3 		$27 Buy
+1
New +$31 ﹤0.01% 1347
2024
Q3 		– Sell
-13
Closed -$467 – 1317
2024
Q2 		$467 Sell
13
-1
-7% -$35 ﹤0.01% 845
2024
Q1 		$500 Hold
14
– – ﹤0.01% 899
2023
Q4 		$479 Hold
14
– – ﹤0.01% 932
2023
Q3 		$445 Hold
14
– – ﹤0.01% 842
2023
Q2 		$482 Buy
+14
New +$468 ﹤0.01% 857

Other funds holding INVH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Abound Wealth Management's INVH Position: Q2 2026 in Review

Abound Wealth Management held its Invitation Homes (INVH) position steady in Q2 2026 at 24 shares worth $726. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Abound Wealth Management first reported a position in INVH in Q2 2023 and has held it in 8 quarters since. 620 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Abound Wealth Management held 24 shares of Invitation Homes worth $726 as of Q2 2026.
  • Abound Wealth Management left its Invitation Homes share count unchanged in Q2 2026.
  • Invitation Homes made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #879 holding.
  • Abound Wealth Management first reported a position in Invitation Homes in Q2 2023 and has held it in 8 quarters since.
  • 620 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.