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Diversify Advisory Services’s Invitation Homes INVH Stock Holding History

Diversify Advisory Services’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
Q4 		– Sell
-15,097
Closed -$428K – 941
2025
Q3 		$428K Sell
15,097
-6,102
-29% -$188K 0.01% 614
2025
Q2 		$637K Buy
+21,199
New +$712K 0.02% 455

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Diversify Advisory Services's INVH Position: Q4 2025 in Review

Diversify Advisory Services sold out of Invitation Homes (INVH) in Q4 2025, closing a stake of 15,097 shares — an estimated $428K sold.

Diversify Advisory Services first reported a position in INVH in Q2 2025 and held it in 2 quarters. The position peaked at $637K in Q2 2025. 593 funds tracked by Wall St. Rank hold INVH as of Q4 2025.

  • Diversify Advisory Services reported no remaining Invitation Homes position as of Q4 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 15,097 Invitation Homes shares in Q4 2025, an estimated $428K.
  • Diversify Advisory Services first reported a position in Invitation Homes in Q2 2025 and held it in 2 quarters.
  • Diversify Advisory Services's Invitation Homes position peaked at $637K in Q2 2025.
  • 593 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2025.

Based on Diversify Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.