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Beaumont Asset Management’s Invitation Homes INVH Stock Holding History

Beaumont Asset 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
2025
Q2 		– Sell
-13,657
Closed -$476K – 71
2025
Q1 		$476K Buy
13,657
+417
+3% +$13.5K 0.29% 52
2024
Q4 		$423K Sell
13,240
-521
-4% -$17.4K 0.25% 53
2024
Q3 		$485K Buy
13,761
+247
+2% +$8.84K 0.28% 48
2024
Q2 		$485K Sell
13,514
-12
-0.1% -$417 0.31% 47
2024
Q1 		$482K Sell
13,526
-357
-3% -$12.1K 0.32% 49
2023
Q4 		$474K Buy
13,883
+93
+0.7% +$3.03K 0.33% 51
2023
Q3 		$437K Buy
13,790
+1,656
+14% +$56.9K 0.36% 46
2023
Q2 		$417K Sell
12,134
-218
-2% -$7.28K 0.32% 55
2023
Q1 		$386K Sell
12,352
-477
-4% -$14.9K 0.28% 60
2022
Q4 		$380K Buy
12,829
+265
+2% +$8.4K 0.28% 63
2022
Q3 		$424K Buy
12,564
+102
+0.8% +$3.78K 0.34% 52
2022
Q2 		$443K Buy
12,462
+4,871
+64% +$186K 0.34% 52
2022
Q1 		$305K Buy
7,591
+43
+0.6% +$1.76K 0.21% 61
2021
Q4 		$342K Buy
7,548
+20
+0.3% +$826 0.23% 60
2021
Q3 		$288K Buy
7,528
+318
+4% +$12.7K 0.21% 59
2021
Q2 		$268K Buy
7,210
+7
+0.1% +$247 0.21% 60
2021
Q1 		$230K Buy
+7,203
New +$216K 0.19% 60

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Beaumont Asset Management's INVH Position: Q2 2025 in Review

Beaumont Asset Management sold out of Invitation Homes (INVH) in Q2 2025, closing a stake of 13,657 shares — an estimated $476K sold.

Beaumont Asset Management first reported a position in INVH in Q1 2021 and held it in 17 quarters. The position peaked at $485K in Q3 2024. 574 funds tracked by Wall St. Rank hold INVH as of Q2 2025.

  • Beaumont Asset Management reported no remaining Invitation Homes position as of Q2 2025 after selling out during the quarter.
  • Beaumont Asset Management sold 13,657 Invitation Homes shares in Q2 2025, an estimated $476K.
  • Beaumont Asset Management first reported a position in Invitation Homes in Q1 2021 and held it in 17 quarters.
  • Beaumont Asset Management's Invitation Homes position peaked at $485K in Q3 2024.
  • 574 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2025.

Based on Beaumont Asset Management's 13F filing for Q2 2025, filed 23 Jul 2025.