EWA
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EverSource Wealth Advisors’s Invitation Homes INVH Stock Holding History

EverSource Wealth Advisors’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 		$202K Buy
6,681
+706
+12% +$20K 0.01% 997
2026
Q1 		$148K Sell
5,975
-4,496
-43% -$118K ﹤0.01% 1215
2025
Q4 		$291K Buy
10,471
+6,103
+140% +$170K 0.01% 775
2025
Q3 		$128K Sell
4,368
-1,799
-29% -$55.4K 0.01% 1145
2025
Q2 		$202K Buy
6,167
+4,925
+397% +$165K 0.01% 854
2025
Q1 		$43.3K Sell
1,242
-3,211
-72% -$104K ﹤0.01% 1300
2024
Q4 		$142K Buy
4,453
+4,338
+3,772% +$145K 0.01% 796
2024
Q3 		$4.05K Buy
115
+42
+58% +$1.5K ﹤0.01% 2306
2024
Q2 		$2.58K Buy
73
+32
+78% +$1.11K ﹤0.01% 2468
2024
Q1 		$1.4K Sell
41
-6
-13% -$203 ﹤0.01% 2479
2023
Q4 		$1.6K Sell
47
-494
-91% -$16.1K ﹤0.01% 2242
2023
Q3 		$17.1K Sell
541
-99
-15% -$3.4K ﹤0.01% 1182
2023
Q2 		$22K Buy
640
+47
+8% +$1.57K ﹤0.01% 1119
2023
Q1 		$18.5K Buy
593
+320
+117% +$10K ﹤0.01% 1108
2022
Q4 		$8.09K Buy
273
+89
+48% +$2.82K ﹤0.01% 1408
2022
Q3 		$6K Buy
+184
New +$6.82K ﹤0.01% 1290

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

EverSource Wealth Advisors's INVH Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Invitation Homes (INVH) stake by 12% in Q2 2026, buying an estimated $20K and bringing the position to 6,681 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #997.

EverSource Wealth Advisors first reported a position in INVH in Q3 2022 and has held it in 16 quarters since. The position peaked at $291K in Q4 2025. 626 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • EverSource Wealth Advisors held 6,681 shares of Invitation Homes worth $202K as of Q2 2026.
  • EverSource Wealth Advisors bought 706 Invitation Homes shares in Q2 2026, an estimated $20K.
  • Invitation Homes made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #997 holding.
  • EverSource Wealth Advisors first reported a position in Invitation Homes in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Invitation Homes position peaked at $291K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.