GeoWealth Management’s Invitation Homes INVH Stock Holding History

GeoWealth 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
2026 Q2	$474K	Sell	15,698 -8,432	-35%	-$238K	0.01%	512
2026 Q1	$600K	Sell	24,130 -4,735	-16%	-$124K	0.02%	433
2025 Q4	$802K	Buy	28,865 +2,092	+8%	+$58.4K	0.03%	331
2025 Q3	$785K	Sell	26,773 -461	-2%	-$14.2K	0.03%	355
2025 Q2	$893K	Buy	27,234 +1,464	+6%	+$49.1K	0.03%	280
2025 Q1	$898K	Sell	25,770 -1,510	-6%	-$48.8K	0.04%	296
2024 Q4	$872K	Buy	27,280 +7,254	+36%	+$242K	0.03%	321
2024 Q3	$706K	Sell	20,026 -300	-1%	-$10.7K	0.02%	388
2024 Q2	$730K	Buy	20,326 +10,671	+111%	+$371K	0.03%	341
2024 Q1	$344K	Buy	9,655 +3,306	+52%	+$112K	0.01%	536
2023 Q4	$217K	Buy	+6,349	New	+$207K	0.02%	484

Other funds holding INVH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

GeoWealth Management's INVH Position: Q2 2026 in Review

GeoWealth Management reduced its Invitation Homes (INVH) stake by 35% in Q2 2026, selling an estimated $238K and leaving 15,698 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #512.

GeoWealth Management first reported a position in INVH in Q4 2023 and has held it in 11 quarters since. The position peaked at $898K in Q1 2025. 622 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

GeoWealth Management held 15,698 shares of Invitation Homes worth $474K as of Q2 2026.
GeoWealth Management sold 8,432 Invitation Homes shares in Q2 2026, an estimated $238K.
Invitation Homes made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #512 holding.
GeoWealth Management first reported a position in Invitation Homes in Q4 2023 and has held it in 11 quarters since.
GeoWealth Management's Invitation Homes position peaked at $898K in Q1 2025.
622 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.