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Beaird Harris Wealth Management’s Invitation Homes INVH Stock Holding History

Beaird Harris 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 		$3.06K Buy
+101
New +$2.86K ﹤0.01% 488
2025
Q2 		– Sell
-3,753
Closed -$131K – 629
2025
Q1 		$131K Buy
+3,753
New +$121K 0.01% 146
2023
Q1 		– Sell
-58
Closed -$1.72K – 597
2022
Q4 		$1.72K Buy
+58
New +$1.84K ﹤0.01% 603

Other funds holding INVH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

Beaird Harris Wealth Management's INVH Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in Invitation Homes (INVH) in Q2 2026: 101 shares worth $3.06K. The stake represents ﹤0.01% of the portfolio and ranks #488 among its holdings. This is a return to the name: Beaird Harris Wealth Management previously reported a position in INVH as recently as Q1 2025.

Beaird Harris Wealth Management first reported a position in INVH in Q4 2022 and has held it in 3 quarters since. The position peaked at $131K in Q1 2025. 58 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Beaird Harris Wealth Management held 101 shares of Invitation Homes worth $3.06K as of Q2 2026.
  • Invitation Homes was a new Beaird Harris Wealth Management position in Q2 2026.
  • Invitation Homes made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #488 holding.
  • Beaird Harris Wealth Management first reported a position in Invitation Homes in Q4 2022 and has held it in 3 quarters since.
  • Beaird Harris Wealth Management's Invitation Homes position peaked at $131K in Q1 2025.
  • 58 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.