Avion Wealth’s Invitation Homes INVH Stock Holding History

Avion Wealth’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 Q3	$2K	Sell	111 -17	-13%	-$495	﹤0.01%	1057
2026 Q2	$3K	Buy	128 +17	+15%	+$481	﹤0.01%	954
2026 Q1	$2K	Sell	111 -127	-53%	-$3.33K	﹤0.01%	872
2025 Q4	$6K	Buy	238 +172	+261%	+$4.8K	﹤0.01%	621
2025 Q3	$1K	Sell	66 -22	-25%	-$678	﹤0.01%	1029
2025 Q2	$2K	Buy	88 +58	+193%	+$1.95K	﹤0.01%	816
2025 Q1	$0	Buy	+30	New	+$969	﹤0.01%	1189
2024 Q4	–	Sell	-14	Closed	–	–	1141
2024 Q3	$0	Hold	14	–	–	﹤0.01%	1169
2024 Q2	$0	Buy	+14	New	+$487	﹤0.01%	1097
2023 Q4	–	Sell	-18	Closed	–	–	1207
2023 Q3	$0	Buy	+18	New	+$618	﹤0.01%	1000

Other funds holding INVH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Avion Wealth's INVH Position: Q3 2026 in Review

Avion Wealth reduced its Invitation Homes (INVH) stake by 13% in Q3 2026, selling an estimated $495 and leaving 111 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Avion Wealth first reported a position in INVH in Q3 2023 and has held it in 10 quarters since. The position peaked at $6K in Q4 2025. 266 funds tracked by Wall St. Rank hold INVH as of Q3 2026.

Avion Wealth held 111 shares of Invitation Homes worth $2K as of Q3 2026.
Avion Wealth sold 17 Invitation Homes shares in Q3 2026, an estimated $495.
Invitation Homes made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1057 holding.
Avion Wealth first reported a position in Invitation Homes in Q3 2023 and has held it in 10 quarters since.
Avion Wealth's Invitation Homes position peaked at $6K in Q4 2025.
266 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.