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HB Wealth Management’s Invitation Homes INVH Stock Holding History

HB Wealth 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 		$519K Buy
+17,192
New +$486K ﹤0.01% 1082
2026
Q1 		– Sell
-7,780
Closed -$216K – 1574
2025
Q4 		$216K Buy
+7,780
New +$217K ﹤0.01% 1298
2025
Q2 		– Sell
-5,976
Closed -$208K – 1230
2025
Q1 		$208K Buy
+5,976
New +$193K ﹤0.01% 1124

Other funds holding INVH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
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

HB Wealth Management's INVH Position: Q2 2026 in Review

HB Wealth Management opened a new position in Invitation Homes (INVH) in Q2 2026: 17,192 shares worth $519K. The stake represents ﹤0.01% of the portfolio and ranks #1082 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in INVH as recently as Q4 2025.

HB Wealth Management first reported a position in INVH in Q1 2025 and has held it in 3 quarters since. 626 funds tracked by Wall St. Rank hold INVH as of Q2 2026.

  • HB Wealth Management held 17,192 shares of Invitation Homes worth $519K as of Q2 2026.
  • Invitation Homes was a new HB Wealth Management position in Q2 2026.
  • Invitation Homes made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1082 holding.
  • HB Wealth Management first reported a position in Invitation Homes in Q1 2025 and has held it in 3 quarters since.
  • 626 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.