Baird Financial Group
INVH icon

Baird Financial Group’s Invitation Homes INVH Stock Holding History

Baird Financial Group’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 		– Sell
-21,612
Closed -$601K – 1877
2025
Q4 		$601K Sell
21,612
-9,141
-30% -$255K ﹤0.01% 1409
2025
Q3 		$902K Buy
30,753
+481
+2% +$14.8K ﹤0.01% 1285
2025
Q2 		$993K Buy
30,272
+177
+0.6% +$5.94K ﹤0.01% 1213
2025
Q1 		$1.05M Buy
30,095
+12,742
+73% +$412K ﹤0.01% 1161
2024
Q4 		$555K Sell
17,353
-5,944
-26% -$198K ﹤0.01% 1352
2024
Q3 		$821K Buy
+23,297
New +$833K ﹤0.01% 1233
2024
Q2 		– Sell
-6,920
Closed -$246K – 1798
2024
Q1 		$246K Buy
6,920
+203
+3% +$6.87K ﹤0.01% 1617
2023
Q4 		$229K Sell
6,717
-1,892
-22% -$61.6K ﹤0.01% 1600
2023
Q3 		$273K Sell
8,609
-6,429
-43% -$221K ﹤0.01% 1532
2023
Q2 		$517K Buy
15,038
+720
+5% +$24.1K ﹤0.01% 1333
2023
Q1 		$447K Buy
14,318
+222
+2% +$6.96K ﹤0.01% 1356
2022
Q4 		$418K Sell
14,096
-234
-2% -$7.42K ﹤0.01% 1361
2022
Q3 		$484K Buy
14,330
+345
+2% +$12.8K ﹤0.01% 1298
2022
Q2 		$498K Sell
13,985
-4,305
-24% -$164K ﹤0.01% 1344
2022
Q1 		$735K Sell
18,290
-180
-1% -$7.37K ﹤0.01% 1270
2021
Q4 		$837K Buy
18,470
+3,462
+23% +$143K ﹤0.01% 1266
2021
Q3 		$575K Buy
15,008
+275
+2% +$11K ﹤0.01% 1414
2021
Q2 		$549K Buy
+14,733
New +$521K ﹤0.01% 1379
2020
Q3 		– Sell
-28,124
Closed -$774K – 1529
2020
Q2 		$774K Buy
+28,124
New +$705K ﹤0.01% 1008

Other funds holding INVH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Baird Financial Group's INVH Position: Q1 2026 in Review

Baird Financial Group sold out of Invitation Homes (INVH) in Q1 2026, closing a stake of 21,612 shares — an estimated $601K sold.

Baird Financial Group first reported a position in INVH in Q2 2020 and held it in 19 quarters. The position peaked at $1.05M in Q1 2025. 584 funds tracked by Wall St. Rank hold INVH as of Q1 2026.

  • Baird Financial Group reported no remaining Invitation Homes position as of Q1 2026 after selling out during the quarter.
  • Baird Financial Group sold 21,612 Invitation Homes shares in Q1 2026, an estimated $601K.
  • Baird Financial Group first reported a position in Invitation Homes in Q2 2020 and held it in 19 quarters.
  • Baird Financial Group's Invitation Homes position peaked at $1.05M in Q1 2025.
  • 584 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.