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Avantax Advisory Services’s Invitation Homes INVH Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.69M Sell
51,554
-761
-1% -$25.5K 0.01% 884
2025
Q1 		$1.82M Buy
52,315
+1,347
+3% +$43.5K 0.01% 782
2024
Q4 		$1.63M Sell
50,968
-3,188
-6% -$106K 0.01% 824
2024
Q3 		$1.91M Sell
54,156
-853
-2% -$30.5K 0.01% 717
2024
Q2 		$1.97M Buy
+55,009
New +$1.91M 0.01% 665

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Avantax Advisory Services's INVH Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invitation Homes (INVH) stake by 1.5% in Q2 2025, selling an estimated $25.5K and leaving 51,554 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #884.

Avantax Advisory Services first reported a position in INVH in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.97M in Q2 2024. 573 funds tracked by Wall St. Rank hold INVH as of Q2 2025.

  • Avantax Advisory Services held 51,554 shares of Invitation Homes worth $1.69M as of Q2 2025.
  • Avantax Advisory Services sold 761 Invitation Homes shares in Q2 2025, an estimated $25.5K.
  • Invitation Homes made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #884 holding.
  • Avantax Advisory Services first reported a position in Invitation Homes in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Invitation Homes position peaked at $1.97M in Q2 2024.
  • 573 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.