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Fulcrum Asset Management’s Invitation Homes INVH Stock Holding History

Fulcrum Asset 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fulcrum Asset Management's INVH Position: Q1 2026 in Review

Fulcrum Asset Management held its Invitation Homes (INVH) position steady in Q1 2026 at 2,274 shares worth $56.3K. The position accounts for 0.01% of the portfolio, ranked #188.

Fulcrum Asset Management first reported a position in INVH in Q2 2025 and has held it in 4 quarters since. The position peaked at $74.6K in Q2 2025. 582 funds tracked by Wall St. Rank hold INVH as of Q1 2026.

  • Fulcrum Asset Management held 2,274 shares of Invitation Homes worth $56.3K as of Q1 2026.
  • Fulcrum Asset Management left its Invitation Homes share count unchanged in Q1 2026.
  • Invitation Homes made up 0.01% of Fulcrum Asset Management's portfolio in Q1 2026, its #188 holding.
  • Fulcrum Asset Management first reported a position in Invitation Homes in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Invitation Homes position peaked at $74.6K in Q2 2025.
  • 582 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.