Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invitation Homes INVH Stock Holding History

Carson Wealth (CWM 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
Q1 		$2.85M Sell
114,743
-44,670
-28% -$1.17M 0.01% 1050
2025
Q4 		$4.43M Buy
159,413
+45,749
+40% +$1.28M 0.01% 835
2025
Q3 		$3.33M Buy
113,664
+35,747
+46% +$1.1M 0.01% 884
2025
Q2 		$2.56M Buy
77,917
+71,408
+1,097% +$2.4M 0.01% 859
2025
Q1 		$227K Buy
6,509
+635
+11% +$20.5K ﹤0.01% 1839
2024
Q4 		$188K Sell
5,874
-1,411
-19% -$47.1K ﹤0.01% 1858
2024
Q3 		$257K Buy
7,285
+351
+5% +$12.6K ﹤0.01% 1629
2024
Q2 		$249K Sell
6,934
-72
-1% -$2.5K ﹤0.01% 1471
2024
Q1 		$249K Sell
7,006
-392
-5% -$13.3K ﹤0.01% 1410
2023
Q4 		$252K Buy
7,398
+808
+12% +$26.3K ﹤0.01% 1314
2023
Q3 		$209K Buy
6,590
+608
+10% +$20.9K ﹤0.01% 1297
2023
Q2 		$206K Buy
5,982
+1,338
+29% +$44.7K ﹤0.01% 1239
2023
Q1 		$145K Buy
4,644
+721
+18% +$22.6K ﹤0.01% 1330
2022
Q4 		$116K Buy
3,923
+1,570
+67% +$49.8K ﹤0.01% 1312
2022
Q3 		$79K Buy
2,353
+1,035
+79% +$38.4K ﹤0.01% 1444
2022
Q2 		$47K Sell
1,318
-213
-14% -$8.12K ﹤0.01% 1655
2022
Q1 		$62K Buy
1,531
+1,013
+196% +$41.5K ﹤0.01% 1512
2021
Q4 		$23K Buy
+518
New +$21.4K ﹤0.01% 1919
2021
Q2 		$0 Hold
4
– – ﹤0.01% 2969
2021
Q1 		$0 Hold
4
– – ﹤0.01% 2969
2020
Q4 		$0 Hold
4
– – ﹤0.01% 2967
2020
Q3 		$0 Hold
4
– – ﹤0.01% 2967
2020
Q2 		$0 Hold
4
– – ﹤0.01% 2967
2020
Q1 		$0 Hold
4
– – ﹤0.01% 2967
2019
Q4 		$0 Hold
4
– – ﹤0.01% 2966
2019
Q3 		$0 Hold
4
– – ﹤0.01% 2966
2019
Q2 		$0 Hold
4
– – ﹤0.01% 2966
2019
Q1 		$0 Buy
+4
New +$90 ﹤0.01% 3104
2018
Q1 		– Sell
-185
Closed -$4K – 1474
2017
Q4 		$4K Buy
185
+126
+214% +$2.92K ﹤0.01% 1138
2017
Q3 		$1K Buy
+59
New +$1.31K ﹤0.01% 1377

Other funds holding INVH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Carson Wealth (CWM LLC)'s INVH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Invitation Homes (INVH) stake by 28% in Q1 2026, selling an estimated $1.17M and leaving 114,743 shares worth $2.85M. The position accounts for 0.01% of the portfolio, ranked #1050.

Carson Wealth (CWM LLC) first reported a position in INVH in Q3 2017 and has held it in 30 quarters since. The position peaked at $4.43M in Q4 2025. 584 funds tracked by Wall St. Rank hold INVH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 114,743 shares of Invitation Homes worth $2.85M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 44,670 Invitation Homes shares in Q1 2026, an estimated $1.17M.
  • Invitation Homes made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1050 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invitation Homes in Q3 2017 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Invitation Homes position peaked at $4.43M in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.