Bank Julius Baer & Co
INVH icon

Bank Julius Baer & Co’s Invitation Homes INVH Stock Holding History

Bank Julius Baer & Co’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 		$72.8K Hold
2,410
– – ﹤0.01% 561
2026
Q1 		$59.9K Hold
2,410
– – ﹤0.01% 583
2025
Q4 		$67K Hold
2,410
– – ﹤0.01% 560
2025
Q3 		$70.7K Hold
2,410
– – ﹤0.01% 569
2025
Q2 		$79K Hold
2,410
– – ﹤0.01% 515
2025
Q1 		$84K Buy
2,410
+226
+10% +$7.3K ﹤0.01% 500
2024
Q4 		$77K Sell
2,184
-8,219
-79% -$274K ﹤0.01% 503
2024
Q3 		$380K Sell
10,403
-133
-1% -$4.76K ﹤0.01% 354
2024
Q2 		$379K Sell
10,536
-244
-2% -$8.48K ﹤0.01% 295
2024
Q1 		$378K Sell
10,780
-39
-0.4% -$1.32K ﹤0.01% 338
2023
Q4 		$369K Buy
10,819
+8,379
+343% +$273K ﹤0.01% 353
2023
Q3 		$77K Buy
2,440
+74
+3% +$2.54K ﹤0.01% 435
2023
Q2 		$81K Sell
2,366
-44
-2% -$1.47K ﹤0.01% 469
2023
Q1 		$75K Hold
2,410
– – ﹤0.01% 503
2022
Q4 		$71K Sell
2,410
-17,323
-88% -$549K ﹤0.01% 495
2022
Q3 		$666K Sell
19,733
-1,181
-6% -$43.8K 0.01% 305
2022
Q2 		$744K Buy
20,914
+3,703
+22% +$141K 0.01% 306
2022
Q1 		$692K Sell
17,211
-8,027
-32% -$329K ﹤0.01% 317
2021
Q4 		$1.14M Buy
25,238
+5,702
+29% +$236K 0.01% 331
2021
Q3 		$749K Sell
19,536
-4,063
-17% -$163K ﹤0.01% 367
2021
Q2 		$880K Sell
23,599
-9,462
-29% -$334K 0.01% 368
2021
Q1 		$1.06M Buy
33,061
+22,152
+203% +$664K 0.01% 334
2020
Q4 		$324K Buy
+10,909
New +$314K ﹤0.01% 504

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

Bank Julius Baer & Co's INVH Position: Q2 2026 in Review

Bank Julius Baer & Co held its Invitation Homes (INVH) position steady in Q2 2026 at 2,410 shares worth $72.8K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Bank Julius Baer & Co first reported a position in INVH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.14M in Q4 2021. 625 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Bank Julius Baer & Co held 2,410 shares of Invitation Homes worth $72.8K as of Q2 2026.
  • Bank Julius Baer & Co left its Invitation Homes share count unchanged in Q2 2026.
  • Invitation Homes made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #561 holding.
  • Bank Julius Baer & Co first reported a position in Invitation Homes in Q4 2020 and has held it in 23 quarters since.
  • Bank Julius Baer & Co's Invitation Homes position peaked at $1.14M in Q4 2021.
  • 625 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.