BCWM
INVH icon

Bartlett & Co Wealth Management’s Invitation Homes INVH Stock Holding History

Bartlett & Co Wealth Management’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 		$336 Buy
+11
New +$311 ﹤0.01% 1248
2025
Q2 		– Sell
-4
Closed -$141 – 1288
2025
Q1 		$141 Buy
+4
New +$129 ﹤0.01% 1189
2021
Q1 		– Sell
-133
Closed -$3.95K – 1150
2020
Q4 		$3.95K Buy
+133
New +$3.83K ﹤0.01% 828

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

Bartlett & Co Wealth Management's INVH Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in Invitation Homes (INVH) in Q2 2026: 11 shares worth $336. The stake represents ﹤0.01% of the portfolio and ranks #1248 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in INVH as recently as Q1 2025.

Bartlett & Co Wealth Management first reported a position in INVH in Q4 2020 and has held it in 3 quarters since. The position peaked at $3.95K in Q4 2020. 625 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Bartlett & Co Wealth Management held 11 shares of Invitation Homes worth $336 as of Q2 2026.
  • Invitation Homes was a new Bartlett & Co Wealth Management position in Q2 2026.
  • Invitation Homes made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1248 holding.
  • Bartlett & Co Wealth Management first reported a position in Invitation Homes in Q4 2020 and has held it in 3 quarters since.
  • Bartlett & Co Wealth Management's Invitation Homes position peaked at $3.95K in Q4 2020.
  • 625 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.