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Dogwood Wealth Management’s Invitation Homes INVH Stock Holding History

Dogwood 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 		$4.35K Buy
+144
New +$4.07K ﹤0.01% 535
2026
Q1 		– Hold
0
– – – 895
2025
Q4 		– Hold
0
– – – 796
2025
Q3 		– Sell
-147
Closed -$4.74K – 780
2025
Q2 		$4.74K Buy
+147
New +$4.93K ﹤0.01% 444
2024
Q4 		– Hold
0
– -$2 – 472
2024
Q3 		– Hold
0
– – – 472
2024
Q2 		– Hold
0
– – – 498
2024
Q1 		– Hold
0
– – – 499
2023
Q4 		– Hold
0
– – – 476

Other funds holding INVH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return