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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
Q2 		$498K Buy
16,471
+74
+0.5% +$2.09K 0.16% 116
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 $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

Beacon Investment Advisors's INVH Position: Q2 2026 in Review

Beacon Investment Advisors increased its Invitation Homes (INVH) stake by 0.45% in Q2 2026, buying an estimated $2.09K and bringing the position to 16,471 shares worth $498K. The position accounts for 0.16% of the portfolio, ranked #116.

Beacon Investment Advisors first reported a position in INVH in Q4 2022 and has held it in 15 quarters since. The position peaked at $563K in Q1 2025. 625 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Beacon Investment Advisors held 16,471 shares of Invitation Homes worth $498K as of Q2 2026.
  • Beacon Investment Advisors bought 74 Invitation Homes shares in Q2 2026, an estimated $2.09K.
  • Invitation Homes made up 0.16% of Beacon Investment Advisors's portfolio in Q2 2026, its #116 holding.
  • Beacon Investment Advisors first reported a position in Invitation Homes in Q4 2022 and has held it in 15 quarters since.
  • Beacon Investment Advisors's Invitation Homes position peaked at $563K in Q1 2025.
  • 625 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.