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Halbert Hargrove Global Advisors’s Invitation Homes INVH Stock Holding History

Halbert Hargrove Global Advisors’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
-74
Closed -$2.17K – 560
2025
Q3 		$2.17K Buy
+74
New +$2.28K ﹤0.01% 549

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

Halbert Hargrove Global Advisors's INVH Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Invitation Homes (INVH) in Q4 2025, closing a stake of 74 shares — an estimated $2.17K sold.

Halbert Hargrove Global Advisors first reported a position in INVH in Q3 2025 and held it in 1 quarter. The position peaked at $2.17K in Q3 2025. 593 funds tracked by Wall St. Rank hold INVH as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Invitation Homes position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 74 Invitation Homes shares in Q4 2025, an estimated $2.17K.
  • Halbert Hargrove Global Advisors first reported a position in Invitation Homes in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Invitation Homes position peaked at $2.17K in Q3 2025.
  • 593 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.