AW
INVH icon

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
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

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

Avion Wealth's INVH Position: Q2 2026 in Review

Avion Wealth increased its Invitation Homes (INVH) stake by 15% in Q2 2026, buying an estimated $481 and bringing the position to 128 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Avion Wealth first reported a position in INVH in Q3 2023 and has held it in 9 quarters since. The position peaked at $6K in Q4 2025. 625 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Avion Wealth held 128 shares of Invitation Homes worth $3K as of Q2 2026.
  • Avion Wealth bought 17 Invitation Homes shares in Q2 2026, an estimated $481.
  • Invitation Homes made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #954 holding.
  • Avion Wealth first reported a position in Invitation Homes in Q3 2023 and has held it in 9 quarters since.
  • Avion Wealth's Invitation Homes position peaked at $6K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.