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Dana Investment Advisors’s Invitation Homes INVH Stock Holding History

Dana Investment Advisors’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
2025
Q2 		– Sell
-6,085
Closed -$212K – 547
2025
Q1 		$212K Sell
6,085
-238
-4% -$7.69K 0.01% 525
2024
Q4 		$202K Sell
6,323
-1,344
-18% -$44.9K 0.01% 533
2024
Q3 		$270K Sell
7,667
-2,331
-23% -$83.4K 0.01% 502
2024
Q2 		$359K Sell
9,998
-3,737
-27% -$130K 0.01% 465
2024
Q1 		$489K Buy
13,735
+2,124
+18% +$71.9K 0.02% 439
2023
Q4 		$396K Buy
11,611
+265
+2% +$8.62K 0.02% 347
2023
Q3 		$360K Buy
11,346
+1,856
+20% +$63.8K 0.02% 351
2023
Q2 		$326K Buy
9,490
+91
+1% +$3.04K 0.02% 357
2023
Q1 		$294K Sell
9,399
-1,937
-17% -$60.7K 0.01% 360
2022
Q4 		$336K Sell
11,336
-815
-7% -$25.8K 0.02% 357
2022
Q3 		$410K Buy
12,151
+78
+0.6% +$2.89K 0.02% 330
2022
Q2 		$430K Sell
12,073
-8,209
-40% -$313K 0.02% 338
2022
Q1 		$815K Sell
20,282
-2,987
-13% -$122K 0.04% 234
2021
Q4 		$1.05M Buy
+23,269
New +$961K 0.05% 213

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dana Investment Advisors's INVH Position: Q2 2025 in Review

Dana Investment Advisors sold out of Invitation Homes (INVH) in Q2 2025, closing a stake of 6,085 shares — an estimated $212K sold.

Dana Investment Advisors first reported a position in INVH in Q4 2021 and held it in 14 quarters. The position peaked at $1.05M in Q4 2021. 572 funds tracked by Wall St. Rank hold INVH as of Q2 2025.

  • Dana Investment Advisors reported no remaining Invitation Homes position as of Q2 2025 after selling out during the quarter.
  • Dana Investment Advisors sold 6,085 Invitation Homes shares in Q2 2025, an estimated $212K.
  • Dana Investment Advisors first reported a position in Invitation Homes in Q4 2021 and held it in 14 quarters.
  • Dana Investment Advisors's Invitation Homes position peaked at $1.05M in Q4 2021.
  • 572 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2025.

Based on Dana Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.