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Hemington Wealth Management’s Invitation Homes INVH Stock Holding History

Hemington 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
2025
Q3 		$1K Hold
52
– – ﹤0.01% 1441
2025
Q2 		$1K Sell
52
-38
-42% -$1.28K ﹤0.01% 1417
2025
Q1 		$3K Hold
90
– – ﹤0.01% 1197
2024
Q4 		$2K Hold
90
– – ﹤0.01% 1278
2024
Q3 		$2K Buy
+90
New +$3.22K ﹤0.01% 1196

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hemington Wealth Management's INVH Position: Q3 2025 in Review

Hemington Wealth Management held its Invitation Homes (INVH) position steady in Q3 2025 at 52 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Hemington Wealth Management first reported a position in INVH in Q3 2024 and has held it in 5 quarters since. The position peaked at $3K in Q1 2025. 570 funds tracked by Wall St. Rank hold INVH as of Q3 2025.

  • Hemington Wealth Management held 52 shares of Invitation Homes worth $1K as of Q3 2025.
  • Hemington Wealth Management left its Invitation Homes share count unchanged in Q3 2025.
  • Invitation Homes made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1441 holding.
  • Hemington Wealth Management first reported a position in Invitation Homes in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Invitation Homes position peaked at $3K in Q1 2025.
  • 570 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.