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Global Wealth Management Investment Advisory’s Invitation Homes INVH Stock Holding History

Global Wealth Management Investment Advisory’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
2025
Q4 		– Sell
-25,154
Closed -$738K – 158
2025
Q3 		$738K Buy
25,154
+2,173
+9% +$67K 0.12% 113
2025
Q2 		$754K Buy
22,981
+1,508
+7% +$50.6K 0.14% 111
2025
Q1 		$748K Buy
21,473
+1,536
+8% +$49.6K 0.15% 108
2024
Q4 		$637K Buy
19,937
+4,238
+27% +$142K 0.13% 106
2024
Q3 		$554K Buy
15,699
+1,132
+8% +$40.5K 0.12% 115
2024
Q2 		$523K Buy
14,567
+841
+6% +$29.2K 0.12% 110
2024
Q1 		$489K Buy
13,726
+366
+3% +$12.4K 0.12% 113
2023
Q4 		$456K Buy
13,360
+4,635
+53% +$151K 0.12% 119
2023
Q3 		$276K Buy
8,725
+611
+8% +$21K 0.08% 126
2023
Q2 		$279K Buy
8,114
+381
+5% +$12.7K 0.08% 126
2023
Q1 		$242K Buy
7,733
+470
+6% +$14.7K 0.07% 125
2022
Q4 		$215K Sell
7,263
-3,087
-30% -$97.8K 0.07% 126
2022
Q3 		$350K Buy
10,350
+1,086
+12% +$40.3K 0.12% 108
2022
Q2 		$330K Buy
9,264
+1,285
+16% +$49K 0.11% 116
2022
Q1 		$321K Buy
7,979
+1,131
+17% +$46.3K 0.1% 122
2021
Q4 		$310K Buy
6,848
+1,162
+20% +$48K 0.09% 120
2021
Q3 		$218K Buy
5,686
+1,171
+26% +$46.9K 0.07% 131
2021
Q2 		$168K Buy
4,515
+1,025
+29% +$36.2K 0.06% 139
2021
Q1 		$112K Buy
3,490
+563
+19% +$16.9K 0.04% 151
2020
Q4 		$87K Buy
2,927
+354
+14% +$10.2K 0.03% 153
2020
Q3 		$72K Buy
+2,573
New +$73.4K 0.03% 156

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Global Wealth Management Investment Advisory's INVH Position: Q4 2025 in Review

Global Wealth Management Investment Advisory sold out of Invitation Homes (INVH) in Q4 2025, closing a stake of 25,154 shares — an estimated $738K sold.

Global Wealth Management Investment Advisory first reported a position in INVH in Q3 2020 and held it in 21 quarters. The position peaked at $754K in Q2 2025. 593 funds tracked by Wall St. Rank hold INVH as of Q4 2025.

  • Global Wealth Management Investment Advisory reported no remaining Invitation Homes position as of Q4 2025 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 25,154 Invitation Homes shares in Q4 2025, an estimated $738K.
  • Global Wealth Management Investment Advisory first reported a position in Invitation Homes in Q3 2020 and held it in 21 quarters.
  • Global Wealth Management Investment Advisory's Invitation Homes position peaked at $754K in Q2 2025.
  • 593 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2025.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2025, filed 4 Feb 2026.