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Clark Wealth Partners’s Invitation Homes INVH Stock Holding History

Clark Wealth Partners’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 		– Sell
-28
Closed -$778 – 628
2025
Q4 		$778 Hold
28
– – ﹤0.01% 507
2025
Q3 		$778 Hold
28
– – ﹤0.01% 507
2025
Q2 		$918 Buy
28
+2
+8% +$67 ﹤0.01% 444
2025
Q1 		$906 Sell
26
-3
-10% -$97 ﹤0.01% 447
2024
Q4 		$927 Buy
+29
New +$968 ﹤0.01% 453

Other funds holding INVH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $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 $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Clark Wealth Partners's INVH Position: Q1 2026 in Review

Clark Wealth Partners sold out of Invitation Homes (INVH) in Q1 2026, closing a stake of 28 shares — an estimated $778 sold.

Clark Wealth Partners first reported a position in INVH in Q4 2024 and held it in 5 quarters. The position peaked at $927 in Q4 2024. 584 funds tracked by Wall St. Rank hold INVH as of Q1 2026.

  • Clark Wealth Partners reported no remaining Invitation Homes position as of Q1 2026 after selling out during the quarter.
  • Clark Wealth Partners sold 28 Invitation Homes shares in Q1 2026, an estimated $778.
  • Clark Wealth Partners first reported a position in Invitation Homes in Q4 2024 and held it in 5 quarters.
  • Clark Wealth Partners's Invitation Homes position peaked at $927 in Q4 2024.
  • 584 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2026.

Based on Clark Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.