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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
2025
Q3 		– Sell
-147
Closed -$4.74K – 780
2025
Q2 		$4.74K Buy
+147
New +$4.93K ﹤0.01% 444
2024
Q3 		– Hold
0
– – – 472
2024
Q2 		– Hold
0
– – – 498
2024
Q1 		– Hold
0
– – – 499
2023
Q4 		– Hold
0
– – – 476

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 $3.38T AUM 44.17% 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

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

Dogwood Wealth Management opened a new position in Invitation Homes (INVH) in Q2 2026: 144 shares worth $4.35K. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings. This is a return to the name: Dogwood Wealth Management previously reported a position in INVH as recently as Q2 2025.

Dogwood Wealth Management first reported a position in INVH in Q2 2025 and has held it in 2 quarters since. The position peaked at $4.74K in Q2 2025. 626 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Dogwood Wealth Management held 144 shares of Invitation Homes worth $4.35K as of Q2 2026.
  • Invitation Homes was a new Dogwood Wealth Management position in Q2 2026.
  • Invitation Homes made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #535 holding.
  • Dogwood Wealth Management first reported a position in Invitation Homes in Q2 2025 and has held it in 2 quarters since.
  • Dogwood Wealth Management's Invitation Homes position peaked at $4.74K in Q2 2025.
  • 626 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.