Creative Planning
INVH icon

Creative Planning’s Invitation Homes INVH Stock Holding History

Creative 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 		$15.6M Buy
517,478
+268,830
+108% +$7.6M 0.01% 618
2026
Q1 		$6.18M Buy
248,648
+61,850
+33% +$1.62M ﹤0.01% 1027
2025
Q4 		$5.19M Buy
186,798
+96,286
+106% +$2.69M ﹤0.01% 987
2025
Q3 		$2.65M Buy
90,512
+45,428
+101% +$1.4M ﹤0.01% 1319
2025
Q2 		$1.48M Buy
45,084
+9,083
+25% +$305K ﹤0.01% 1550
2025
Q1 		$1.25M Buy
36,001
+3,756
+12% +$121K ﹤0.01% 1529
2024
Q4 		$1.03M Buy
32,245
+6,116
+23% +$204K ﹤0.01% 1624
2024
Q3 		$921K Buy
26,129
+600
+2% +$21.5K ﹤0.01% 1581
2024
Q2 		$916K Buy
25,529
+2,699
+12% +$93.8K ﹤0.01% 1471
2024
Q1 		$814K Buy
22,830
+7,427
+48% +$251K ﹤0.01% 1488
2023
Q4 		$525K Buy
15,403
+368
+2% +$12K ﹤0.01% 1689
2023
Q3 		$476K Sell
15,035
-692
-4% -$23.8K ﹤0.01% 1594
2023
Q2 		$541K Buy
15,727
+5,245
+50% +$175K ﹤0.01% 1497
2023
Q1 		$327K Buy
+10,482
New +$328K ﹤0.01% 1751
2022
Q4 		– Sell
-9,851
Closed -$333K – 2546
2022
Q3 		$333K Buy
+9,851
New +$365K ﹤0.01% 1582
2021
Q2 		– Sell
-6,638
Closed -$212K – 2320
2021
Q1 		$212K Sell
6,638
-3,146
-32% -$94.3K ﹤0.01% 2057
2020
Q4 		$291K Buy
+9,784
New +$282K ﹤0.01% 1651

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 $3.37T 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 $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

Creative Planning's INVH Position: Q2 2026 in Review

Creative Planning increased its Invitation Homes (INVH) stake by 108% in Q2 2026, buying an estimated $7.6M and bringing the position to 517,478 shares worth $15.6M. The position accounts for 0.01% of the portfolio, ranked #618.

Creative Planning first reported a position in INVH in Q4 2020 and has held it in 17 quarters since. 625 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Creative Planning held 517,478 shares of Invitation Homes worth $15.6M as of Q2 2026.
  • Creative Planning bought 268,830 Invitation Homes shares in Q2 2026, an estimated $7.6M.
  • Invitation Homes made up 0.01% of Creative Planning's portfolio in Q2 2026, its #618 holding.
  • Creative Planning first reported a position in Invitation Homes in Q4 2020 and has held it in 17 quarters since.
  • 625 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.