CFFP
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Center for Financial Planning’s Invitation Homes INVH Stock Holding History

Center for Financial Planning’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 		$45.3K Hold
1,500
– – ﹤0.01% 331
2026
Q1 		$37.3K Hold
1,500
– – ﹤0.01% 344
2025
Q4 		$41.7K Hold
1,500
– – ﹤0.01% 319
2025
Q3 		$44K Hold
1,500
– – ﹤0.01% 321
2025
Q2 		$49.2K Hold
1,500
– – 0.01% 298
2025
Q1 		$52.3K Hold
1,500
– – 0.01% 270
2024
Q4 		$48K Buy
+1,500
New +$50.1K 0.01% 273

Other funds holding INVH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
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 $2.3T AUM 54.33% 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 $1.26T AUM 61.52% 1-Year Est. Return

Center for Financial Planning's INVH Position: Q2 2026 in Review

Center for Financial Planning held its Invitation Homes (INVH) position steady in Q2 2026 at 1,500 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Center for Financial Planning first reported a position in INVH in Q4 2024 and has held it in 7 quarters since. The position peaked at $52.3K in Q1 2025. 626 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Center for Financial Planning held 1,500 shares of Invitation Homes worth $45.3K as of Q2 2026.
  • Center for Financial Planning left its Invitation Homes share count unchanged in Q2 2026.
  • Invitation Homes made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #331 holding.
  • Center for Financial Planning first reported a position in Invitation Homes in Q4 2024 and has held it in 7 quarters since.
  • Center for Financial Planning's Invitation Homes position peaked at $52.3K in Q1 2025.
  • 626 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.