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Dynamic Wealth Strategies’s Invitation Homes INVH Stock Holding History

Dynamic Wealth Strategies’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 		$18.2K Hold
602
– – 0.01% 206
2026
Q1 		$15K Buy
602
+55
+10% +$1.44K 0.01% 209
2025
Q4 		$15.2K Hold
547
– – 0.01% 186
2025
Q3 		$16K Buy
547
+23
+4% +$709 0.01% 180
2025
Q2 		$17.2K Sell
524
-538
-51% -$18.1K 0.01% 170
2025
Q1 		$37K Buy
+1,062
New +$34.3K 0.03% 143
2024
Q4 		– Sell
-888
Closed -$31K – 142
2024
Q3 		$31K Buy
888
+507
+133% +$18.1K 0.03% 160
2024
Q2 		$14K Hold
381
– – 0.01% 182
2024
Q1 		$14K Sell
381
-85
-18% -$2.88K 0.01% 188
2023
Q4 		$15.9K Buy
+466
New +$15.2K 0.01% 182

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

Dynamic Wealth Strategies's INVH Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Invitation Homes (INVH) position steady in Q2 2026 at 602 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #206.

Dynamic Wealth Strategies first reported a position in INVH in Q4 2023 and has held it in 10 quarters since. The position peaked at $37K in Q1 2025. 620 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Dynamic Wealth Strategies held 602 shares of Invitation Homes worth $18.2K as of Q2 2026.
  • Dynamic Wealth Strategies left its Invitation Homes share count unchanged in Q2 2026.
  • Invitation Homes made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #206 holding.
  • Dynamic Wealth Strategies first reported a position in Invitation Homes in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Invitation Homes position peaked at $37K in Q1 2025.
  • 620 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.