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Dakota Wealth Management’s Invitation Homes INVH Stock Holding History

Dakota Wealth Management’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 		$1.28M Buy
+42,345
New +$1.2M 0.02% 392
2022
Q4 		– Sell
-6,141
Closed -$207K – 616
2022
Q3 		$207K Sell
6,141
-926
-13% -$34.3K 0.02% 497
2022
Q2 		$251K Sell
7,067
-8,129
-53% -$310K 0.02% 404
2022
Q1 		$611K Buy
15,196
+3,570
+31% +$146K 0.05% 257
2021
Q4 		$527K Buy
11,626
+60
+0.5% +$2.48K 0.06% 231
2021
Q3 		$443K Buy
+11,566
New +$463K 0.05% 245

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

Dakota Wealth Management's INVH Position: Q2 2026 in Review

Dakota Wealth Management opened a new position in Invitation Homes (INVH) in Q2 2026: 42,345 shares worth $1.28M. The stake represents 0.02% of the portfolio and ranks #392 among its holdings. This is a return to the name: Dakota Wealth Management previously reported a position in INVH as recently as Q3 2022.

Dakota Wealth Management first reported a position in INVH in Q3 2021 and has held it in 6 quarters since. 625 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Dakota Wealth Management held 42,345 shares of Invitation Homes worth $1.28M as of Q2 2026.
  • Invitation Homes was a new Dakota Wealth Management position in Q2 2026.
  • Invitation Homes made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #392 holding.
  • Dakota Wealth Management first reported a position in Invitation Homes in Q3 2021 and has held it in 6 quarters since.
  • 625 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.