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Beacon Investment Advisors’s Invitation Homes INVH Stock Holding History

Beacon Investment Advisors’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 		$407K Buy
16,397
+72
+0.4% +$1.89K 0.15% 123
2025
Q4 		$454K Buy
16,325
+65
+0.4% +$1.81K 0.18% 108
2025
Q3 		$477K Buy
16,260
+57
+0.4% +$1.76K 0.2% 104
2025
Q2 		$530K Buy
16,203
+54
+0.3% +$1.81K 0.23% 96
2025
Q1 		$563K Buy
16,149
+59
+0.4% +$1.91K 0.27% 93
2024
Q4 		$514K Buy
16,090
+846
+6% +$28.2K 0.24% 99
2024
Q3 		$538K Buy
15,244
+2,027
+15% +$72.5K 0.25% 97
2024
Q2 		$474K Buy
13,217
+30
+0.2% +$1.04K 0.24% 97
2024
Q1 		$470K Buy
13,187
+27
+0.2% +$914 0.27% 85
2023
Q4 		$449K Buy
13,160
+28
+0.2% +$911 0.29% 84
2023
Q3 		$416K Buy
13,132
+26
+0.2% +$893 0.29% 81
2023
Q2 		$451K Buy
13,106
+375
+3% +$12.5K 0.31% 84
2023
Q1 		$398K Buy
12,731
+66
+0.5% +$2.07K 0.29% 91
2022
Q4 		$375K Buy
+12,665
New +$401K 0.31% 88

Other funds holding INVH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Beacon Investment Advisors's INVH Position: Q1 2026 in Review

Beacon Investment Advisors increased its Invitation Homes (INVH) stake by 0.44% in Q1 2026, buying an estimated $1.89K and bringing the position to 16,397 shares worth $407K. The position accounts for 0.15% of the portfolio, ranked #123.

Beacon Investment Advisors first reported a position in INVH in Q4 2022 and has held it in 14 quarters since. The position peaked at $563K in Q1 2025. 582 funds tracked by Wall St. Rank hold INVH as of Q1 2026.

  • Beacon Investment Advisors held 16,397 shares of Invitation Homes worth $407K as of Q1 2026.
  • Beacon Investment Advisors bought 72 Invitation Homes shares in Q1 2026, an estimated $1.89K.
  • Invitation Homes made up 0.15% of Beacon Investment Advisors's portfolio in Q1 2026, its #123 holding.
  • Beacon Investment Advisors first reported a position in Invitation Homes in Q4 2022 and has held it in 14 quarters since.
  • Beacon Investment Advisors's Invitation Homes position peaked at $563K in Q1 2025.
  • 582 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.