Gradient Investments
INVH icon

Gradient Investments’s Invitation Homes INVH Stock Holding History

Gradient Investments’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
Q3 		$923K Sell
35,056
-16,296
-32% -$475K 0.01% 331
2026
Q2 		$1.55M Sell
51,352
-940
-2% -$26.6K 0.02% 290
2026
Q1 		$1.3M Sell
52,292
-652
-1% -$17.1K 0.02% 286
2025
Q4 		$1.47M Buy
52,944
+2,997
+6% +$83.7K 0.02% 229
2025
Q3 		$1.46M Sell
49,947
-587
-1% -$18.1K 0.02% 215
2025
Q2 		$1.66M Sell
50,534
-1,545
-3% -$51.9K 0.03% 202
2025
Q1 		$1.81M Sell
52,079
-4,330
-8% -$140K 0.04% 178
2024
Q4 		$1.8M Sell
56,409
-1,456
-3% -$48.6K 0.04% 173
2024
Q3 		$2.04M Sell
57,865
-73,110
-56% -$2.62M 0.04% 163
2024
Q2 		$4.7M Buy
130,975
+7,126
+6% +$248K 0.11% 148
2024
Q1 		$4.41M Buy
123,849
+535
+0.4% +$18.1K 0.1% 148
2023
Q4 		$4.21M Buy
123,314
+5,350
+5% +$174K 0.1% 150
2023
Q3 		$3.74M Buy
117,964
+2,402
+2% +$82.5K 0.1% 143
2023
Q2 		$3.98M Buy
115,562
+8,894
+8% +$297K 0.1% 145
2023
Q1 		$3.33M Buy
106,668
+2,021
+2% +$63.3K 0.09% 147
2022
Q4 		$3.1M Buy
104,647
+15,164
+17% +$481K 0.1% 156
2022
Q3 		$3.02M Sell
89,483
-55,032
-38% -$2.04M 0.09% 151
2022
Q2 		$5.14M Buy
+144,515
New +$5.51M 0.15% 137

Other funds holding INVH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Gradient Investments's INVH Position: Q3 2026 in Review

Gradient Investments reduced its Invitation Homes (INVH) stake by 32% in Q3 2026, selling an estimated $475K and leaving 35,056 shares worth $923K. The position accounts for 0.01% of the portfolio, ranked #331.

Gradient Investments first reported a position in INVH in Q2 2022 and has held it in 18 quarters since. The position peaked at $5.14M in Q2 2022. 341 funds tracked by Wall St. Rank hold INVH as of Q3 2026.

  • Gradient Investments held 35,056 shares of Invitation Homes worth $923K as of Q3 2026.
  • Gradient Investments sold 16,296 Invitation Homes shares in Q3 2026, an estimated $475K.
  • Invitation Homes made up 0.01% of Gradient Investments's portfolio in Q3 2026, its #331 holding.
  • Gradient Investments first reported a position in Invitation Homes in Q2 2022 and has held it in 18 quarters since.
  • Gradient Investments's Invitation Homes position peaked at $5.14M in Q2 2022.
  • 341 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.