Carolinas Wealth Consulting’s Invitation Homes INVH Stock Holding History

Carolinas Wealth Consulting’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	-27	Closed	-$941	–	458
2025 Q1	$941	Sell	27 -15	-36%	-$485	﹤0.01%	912
2024 Q4	$1.34K	Buy	+42	New	+$1.4K	﹤0.01%	893
2024 Q3	–	Sell	-5	Closed	-$180	–	1075
2024 Q2	$180	Hold	5	–	–	﹤0.01%	1031
2024 Q1	$179	Buy	+5	New	+$169	﹤0.01%	1024
2023 Q3	–	Sell	-25	Closed	-$860	–	1065
2023 Q2	$860	Sell	25 -116	-82%	-$3.88K	﹤0.01%	932
2023 Q1	$4.4K	Buy	141 +116	+464%	+$3.63K	﹤0.01%	712
2022 Q4	$741	Buy	+25	New	+$792	﹤0.01%	949
2020 Q4	–	Sell	-100	Closed	-$3K	–	940
2020 Q3	$3K	Sell	100 -24	-19%	-$684	﹤0.01%	640
2020 Q2	$3K	Buy	+124	New	+$3.11K	﹤0.01%	450

Other funds holding INVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Carolinas Wealth Consulting's INVH Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Invitation Homes (INVH) in Q2 2025, closing a stake of 27 shares — an estimated $941 sold.

Carolinas Wealth Consulting first reported a position in INVH in Q2 2020 and held it in 9 quarters. The position peaked at $4.4K in Q1 2023. 573 funds tracked by Wall St. Rank hold INVH as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Invitation Homes position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 27 Invitation Homes shares in Q2 2025, an estimated $941.
Carolinas Wealth Consulting first reported a position in Invitation Homes in Q2 2020 and held it in 9 quarters.
Carolinas Wealth Consulting's Invitation Homes position peaked at $4.4K in Q1 2023.
573 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.