Bogart Wealth LLC’s Invitation Homes INVH Stock Holding History

Bogart Wealth LLC’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	$2.84K	Buy	94 +15	+19%	+$424	﹤0.01%	1359
2026 Q1	$1.96K	Buy	+79	New	+$2.07K	﹤0.01%	1278
2025 Q4	–	Sell	-17	Closed	-$499	–	1635
2025 Q3	$499	Buy	+17	New	+$524	﹤0.01%	1436
2024 Q2	–	Sell	-89	Closed	-$3.19K	–	1146
2024 Q1	$3.19K	Hold	89	–	–	﹤0.01%	844
2023 Q4	$3.03K	Buy	89 +1	+1%	+$33	﹤0.01%	838
2023 Q3	$2.79K	Buy	88 +1	+1%	+$34	﹤0.01%	834
2023 Q2	$3.01K	Hold	87	–	–	﹤0.01%	822
2023 Q1	$2.71K	Buy	+87	New	+$2.73K	﹤0.01%	851

Other funds holding INVH

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Bogart Wealth LLC's INVH Position: Q2 2026 in Review

Bogart Wealth LLC increased its Invitation Homes (INVH) stake by 19% in Q2 2026, buying an estimated $424 and bringing the position to 94 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Bogart Wealth LLC first reported a position in INVH in Q1 2023 and has held it in 8 quarters since. The position peaked at $3.19K in Q1 2024. 119 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

Bogart Wealth LLC held 94 shares of Invitation Homes worth $2.84K as of Q2 2026.
Bogart Wealth LLC bought 15 Invitation Homes shares in Q2 2026, an estimated $424.
Invitation Homes made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1359 holding.
Bogart Wealth LLC first reported a position in Invitation Homes in Q1 2023 and has held it in 8 quarters since.
Bogart Wealth LLC's Invitation Homes position peaked at $3.19K in Q1 2024.
119 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.