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INVH icon

Allworth Financial’s Invitation Homes INVH Stock Holding History

Allworth Financial’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 		$221K Buy
7,324
+169
+2% +$4.78K ﹤0.01% 1430
2026
Q1 		$178K Sell
7,155
-366
-5% -$9.59K ﹤0.01% 1482
2025
Q4 		$209K Sell
7,521
-30,773
-80% -$859K ﹤0.01% 1321
2025
Q3 		$1.12M Buy
38,294
+1,613
+4% +$49.7K 0.01% 635
2025
Q2 		$1.2M Buy
36,681
+35,269
+2,498% +$1.18M 0.01% 593
2025
Q1 		$47.8K Buy
1,412
+16
+1% +$517 ﹤0.01% 1572
2024
Q4 		$42.9K Buy
1,396
+702
+101% +$23.4K ﹤0.01% 1653
2024
Q3 		$24.5K Buy
694
+37
+6% +$1.32K ﹤0.01% 1786
2024
Q2 		$23.6K Buy
657
+372
+131% +$12.9K ﹤0.01% 1781
2024
Q1 		$10.1K Buy
285
+73
+34% +$2.47K ﹤0.01% 2105
2023
Q4 		$7.23K Sell
212
-208
-50% -$6.77K ﹤0.01% 2114
2023
Q3 		$13.3K Buy
420
+89
+27% +$3.06K ﹤0.01% 1737
2023
Q2 		$11.4K Buy
331
+64
+24% +$2.14K ﹤0.01% 1821
2023
Q1 		$8.34K Buy
267
+15
+6% +$470 ﹤0.01% 1856
2022
Q4 		$7.47K Sell
252
-1,462
-85% -$46.3K ﹤0.01% 1778
2022
Q3 		$58K Buy
1,714
+1,124
+191% +$41.7K ﹤0.01% 907
2022
Q2 		$21K Buy
590
+341
+137% +$13K ﹤0.01% 1225
2022
Q1 		$10K Sell
249
-109
-30% -$4.46K ﹤0.01% 1485
2021
Q4 		$16K Buy
358
+15
+4% +$620 ﹤0.01% 1201
2021
Q3 		$13K Buy
+343
New +$13.7K ﹤0.01% 1182

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

Allworth Financial's INVH Position: Q2 2026 in Review

Allworth Financial increased its Invitation Homes (INVH) stake by 2.4% in Q2 2026, buying an estimated $4.78K and bringing the position to 7,324 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Allworth Financial first reported a position in INVH in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.2M in Q2 2025. 620 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Allworth Financial held 7,324 shares of Invitation Homes worth $221K as of Q2 2026.
  • Allworth Financial bought 169 Invitation Homes shares in Q2 2026, an estimated $4.78K.
  • Invitation Homes made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1430 holding.
  • Allworth Financial first reported a position in Invitation Homes in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's Invitation Homes position peaked at $1.2M in Q2 2025.
  • 620 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.