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Bellwether Advisors’s Invitation Homes INVH Stock Holding History

Bellwether 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
2025
Q3 		– Sell
-62
Closed -$2.03K – 343
2025
Q2 		$2.03K Hold
62
– – ﹤0.01% 493
2025
Q1 		$2.16K Hold
62
– – ﹤0.01% 430
2024
Q4 		$1.98K Buy
+62
New +$2.07K ﹤0.01% 445
2023
Q2 		– Sell
-10
Closed -$312 – 266
2023
Q1 		$312 Buy
+10
New +$313 ﹤0.01% 406

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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bellwether Advisors's INVH Position: Q3 2025 in Review

Bellwether Advisors sold out of Invitation Homes (INVH) in Q3 2025, closing a stake of 62 shares — an estimated $2.03K sold.

Bellwether Advisors first reported a position in INVH in Q1 2023 and held it in 4 quarters. The position peaked at $2.16K in Q1 2025. 570 funds tracked by Wall St. Rank hold INVH as of Q3 2025.

  • Bellwether Advisors reported no remaining Invitation Homes position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 62 Invitation Homes shares in Q3 2025, an estimated $2.03K.
  • Bellwether Advisors first reported a position in Invitation Homes in Q1 2023 and held it in 4 quarters.
  • Bellwether Advisors's Invitation Homes position peaked at $2.16K in Q1 2025.
  • 570 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.