Fulcrum Asset Management’s Invitation Homes INVH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
– Sell
-118,609
Closed -$3.46M – 18
2024
Q3
$3.46M Buy
+118,609
New +$4.24M 7.94% 2

Other funds holding INVH

Fulcrum Asset Management's INVH Position: Q2 2026 in Review

Fulcrum Asset Management increased its Invitation Homes (INVH) stake by 3.8% in Q2 2026, buying an estimated $2.43K and bringing the position to 2,360 shares worth $72.2K. The position accounts for 0.01% of the portfolio, ranked #534.

Fulcrum Asset Management first reported a position in INVH in Q2 2025 and has held it in 5 quarters since. The position peaked at $74.6K in Q2 2025. 626 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • Fulcrum Asset Management held 2,360 shares of Invitation Homes worth $72.2K as of Q2 2026.
  • Fulcrum Asset Management bought 86 Invitation Homes shares in Q2 2026, an estimated $2.43K.
  • Invitation Homes made up 0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #534 holding.
  • Fulcrum Asset Management first reported a position in Invitation Homes in Q2 2025 and has held it in 5 quarters since.
  • Fulcrum Asset Management's Invitation Homes position peaked at $74.6K in Q2 2025.
  • 626 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.