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Elevation Wealth Partners’s Invitation Homes INVH Stock Holding History

Elevation Wealth Partners’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
Q3 		$7.06K Sell
268
-118
-31% -$3.44K ﹤0.01% 1015
2026
Q2 		$11.7K Buy
386
+118
+44% +$3.34K ﹤0.01% 766
2026
Q1 		$6.66K Buy
+268
New +$7.02K ﹤0.01% 618

Other funds holding INVH

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

Elevation Wealth Partners's INVH Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Invitation Homes (INVH) stake by 31% in Q3 2026, selling an estimated $3.44K and leaving 268 shares worth $7.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Elevation Wealth Partners first reported a position in INVH in Q1 2026 and has held it in 3 quarters since. The position peaked at $11.7K in Q2 2026. 18 funds tracked by Wall St. Rank hold INVH as of Q3 2026.

  • Elevation Wealth Partners held 268 shares of Invitation Homes worth $7.06K as of Q3 2026.
  • Elevation Wealth Partners sold 118 Invitation Homes shares in Q3 2026, an estimated $3.44K.
  • Invitation Homes made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1015 holding.
  • Elevation Wealth Partners first reported a position in Invitation Homes in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Invitation Homes position peaked at $11.7K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.