Allie Family Office’s Invitation Homes INVH Stock Holding History

Allie Family Office’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 Q1	$253K	Hold	10,176	–	–	0.11%	87
2025 Q4	$283K	Hold	10,176	–	–	0.13%	78
2025 Q3	$298K	Buy	10,176 +3,376	+50%	+$104K	0.14%	75
2025 Q2	$223K	Hold	6,800	–	–	0.11%	80
2025 Q1	$237K	Hold	6,800	–	–	0.13%	82
2024 Q4	$217K	Hold	6,800	–	–	0.12%	85
2024 Q3	$240K	Hold	6,800	–	–	0.13%	77
2024 Q2	$244K	Hold	6,800	–	–	0.15%	71
2024 Q1	$242K	Hold	6,800	–	–	0.14%	71
2023 Q4	$232K	Sell	6,800 -3,320	-33%	-$108K	0.16%	65
2023 Q3	$321K	Hold	10,120	–	–	0.26%	44
2023 Q2	$348K	Hold	10,120	–	–	0.25%	46
2023 Q1	$316K	Hold	10,120	–	–	0.24%	52
2022 Q4	$300K	Hold	10,120	–	–	0.25%	56
2022 Q3	$342K	Hold	10,120	–	–	0.29%	50
2022 Q2	$360K	Hold	10,120	–	–	0.29%	49
2022 Q1	$407K	Sell	10,120 -8,293	-45%	-$340K	0.31%	47
2021 Q4	$835K	Buy	+18,413	New	+$761K	0.66%	29

Other funds holding INVH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Allie Family Office's INVH Position: Q1 2026 in Review

Allie Family Office held its Invitation Homes (INVH) position steady in Q1 2026 at 10,176 shares worth $253K. The position accounts for 0.11% of the portfolio, ranked #87.

Allie Family Office first reported a position in INVH in Q4 2021 and has held it in 18 quarters since. The position peaked at $835K in Q4 2021. 583 funds tracked by Wall St. Rank hold INVH as of Q1 2026.

Allie Family Office held 10,176 shares of Invitation Homes worth $253K as of Q1 2026.
Allie Family Office left its Invitation Homes share count unchanged in Q1 2026.
Invitation Homes made up 0.11% of Allie Family Office's portfolio in Q1 2026, its #87 holding.
Allie Family Office first reported a position in Invitation Homes in Q4 2021 and has held it in 18 quarters since.
Allie Family Office's Invitation Homes position peaked at $835K in Q4 2021.
583 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.